Ameriprise Financial Inc (AMP) Ownership

572.07 ↑1.86 (0.33%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Ameriprise Financial Inc (AMP), owning a total of 12.6 million shares. Combined, the top 28 institutional holders of AMP own 68.62% of the company with a total of 67 million shares.

In the latest ownership report on June 30th 2024, the top 28 institutional holders decreased their combined ownership of AMP by 140 thousand shares. 12 institutions bought 1,141,265 total additional shares and increased their ownership by an average of 10.18%. However 9 institutions sold 1,281,763 total shares and decreased their ownership by an average of 7.91%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Ameriprise Financial decreased by a net total of -140,498 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.962%	-1.185%	12,574,743	-150,727	2024-06-30
BlackRock Inc	8.858%	0.142%	8,593,635	12,189	2024-06-30
Morgan Stanley - Brokerage Accounts	4.622%	0.831%	4,483,760	36,962	2024-06-30
State Street Corp	4.606%	-0.318%	4,468,763	-14,245	2024-06-30
JPMorgan Chase & Co	4.048%	2.149%	3,926,777	82,612	2024-06-30
Aristotle Capital Management LLC	3.436%	-2.226%	3,333,779	-75,910	2024-06-30
Geode Capital Management, LLC	2.658%	2.275%	2,578,328	57,339	2024-06-30
UBS Asset Mgmt Americas Inc	1.604%	2.942%	1,556,261	44,470	2024-06-30
NORGES BANK	1.528%	9.438%	1,482,504	127,849	2024-06-30
Boston Partners Global Investors, Inc	1.511%	-5.329%	1,465,915	-82,520	2024-06-30
Nuveen Asset Management, LLC	1.363%	-12.232%	1,322,613	-184,333	2024-06-30
UBS Group AG	1.332%	3.915%	1,291,723	48,670	2024-06-30
FMR Inc	1.207%	1.308%	1,171,208	15,125	2024-06-30
Goldman Sachs Group Inc	1.180%	24.519%	1,144,411	225,344	2024-06-30
Dimensional Fund Advisors, Inc.	1.164%	10.823%	1,129,632	110,319	2024-06-30
Bank of New York Mellon Corp	1.128%	-0.478%	1,093,833	-5,251	2024-06-30
Northern Trust Corp	1.123%	-1.300%	1,089,627	-14,352	2024-06-30
Royal Bank of Canada	0.955%	7.356%	926,620	63,492	2024-06-30
Viking Global Investors LP	0.937%	-44.124%	909,020	-717,825	2024-06-30
Amvescap Plc.	0.905%	56.483%	877,940	316,894	2024-06-30
LSV Asset Management	0.888%	-4.027%	872,315	-36,600	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.962%	-1.185%	12,574,743	-150,727	2024-06-30
BlackRock Inc	8.858%	0.142%	8,593,635	12,189	2024-06-30
Morgan Stanley - Brokerage Accounts	4.622%	0.831%	4,483,760	36,962	2024-06-30
State Street Corporation	4.566%	-0.468%	4,483,008	-21,090	2024-03-31
State Street Corp	4.606%	-0.318%	4,468,763	-14,245	2024-06-30
JPMorgan Chase & Co	4.048%	2.149%	3,926,777	82,612	2024-06-30
Aristotle Capital Management LLC	3.436%	-2.226%	3,333,779	-75,910	2024-06-30
Geode Capital Management, LLC	2.658%	2.275%	2,578,328	57,339	2024-06-30
UBS Asset Mgmt Americas Inc	1.604%	2.942%	1,556,261	44,470	2024-06-30
Envestnet Asset Management Inc	1.454%	298.421%	1,492,217	1,117,684	2023-03-31
NORGES BANK	1.528%	9.438%	1,482,504	127,849	2024-06-30
Boston Partners Global Investors, Inc	1.511%	-5.329%	1,465,915	-82,520	2024-06-30
Nuveen Asset Management, LLC	1.363%	-12.232%	1,322,613	-184,333	2024-06-30
UBS Group AG	1.332%	3.915%	1,291,723	48,670	2024-06-30
FMR Inc	1.207%	1.308%	1,171,208	15,125	2024-06-30
Goldman Sachs Group Inc	1.180%	24.519%	1,144,411	225,344	2024-06-30
Dimensional Fund Advisors, Inc.	1.164%	10.823%	1,129,632	110,319	2024-06-30
Lord, Abbett & Co LLC	1.057%	-6.025%	1,100,766	-70,570	2022-12-31
Bank of New York Mellon Corp	1.128%	-0.478%	1,093,833	-5,251	2024-06-30
Northern Trust Corp	1.123%	-1.300%	1,089,627	-14,352	2024-06-30
Brown Advisory Holdings Inc	0.919%	-4.971%	977,641	-51,135	2022-06-30
American Century Companies Inc	0.913%	-18.859%	961,114	-223,385	2022-09-30
Royal Bank of Canada	0.955%	7.356%	926,620	63,492	2024-06-30
Viking Global Investors LP	0.937%	-44.124%	909,020	-717,825	2024-06-30
Lyrical Asset Management LP	0.904%	-3.761%	887,902	-34,698	2024-03-31
Amvescap Plc.	0.905%	56.483%	877,940	316,894	2024-06-30
LSV Asset Management	0.888%	-4.027%	872,315	-36,600	2024-06-30
Bank of America Corp	0.794%	-3.333%	803,734	-27,715	2023-09-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Ameriprise Financial Inc (AMP), owning a total of 3.3 million shares. Combined, the top 33 mutual fund holders of AMP own 36.25% of the company with a total of 35.7 million shares.

In the latest ownership report on October 31st 2024, the top 33 fund holders increased their combined ownership of AMP by 5 thousand shares. 2 funds bought 7,946 total additional shares and increased their ownership by an average of 0.34%. However 1 funds sold 3,300 total shares and decreased their ownership by an average of 0.49%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Ameriprise Financial increased by a net total of 4,646 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF Trust	1.234%	0.526%	1,197,110	6,264	2024-10-31
iShares Core S&P 500 ETF	1.127%	0.154%	1,093,147	1,682	2024-10-31
The Financial Select Sector SPDR® ETF	0.694%	-0.488%	673,016	-3,300	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	3.221%	0.732%	3,259,606	23,675	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.205%	-1.072%	3,109,124	-33,701	2024-09-30
Vanguard Institutional 500 Index Trust	2.651%	-1.016%	2,571,865	-26,385	2024-09-30
Vanguard 500 Index Investor	2.445%	0.558%	2,508,949	13,929	2023-08-31
Vanguard Mid Cap Index Institutional	2.143%	-2.166%	2,079,411	-46,040	2024-09-30
Fidelity 500 Index	1.244%	-1.358%	1,207,044	-16,622	2024-09-30
SPDR® S&P 500® ETF Trust	1.234%	0.526%	1,197,110	6,264	2024-10-31
SPDR® S&P 500 ETF Trust	1.204%	0.223%	1,196,099	2,655	2024-04-30
Fidelity® 500 Index	1.174%	0.803%	1,188,271	9,466	2023-10-31
iShares MSCI USA Quality Factor ETF	1.117%	0.044%	1,163,144	514	2023-04-28
iShares Core S&P 500 ETF	1.127%	0.154%	1,093,147	1,682	2024-10-31
JHancock Disciplined Value Mid Cap I	1.068%	0.000%	1,035,935	0	2024-09-30
JPM US Equity-MA	0.974%	5.079%	956,743	46,245	2024-09-30
JPMorgan US Equity L	0.986%	-1.142%	956,743	-11,052	2024-09-30
Vanguard Windsor™ II Inv	0.885%	0.000%	859,000	0	2024-09-30
Vanguard Value Index Inv	0.855%	0.750%	829,748	6,177	2024-09-30
UBS Tax-Opt Digital Transformation theme	0.787%	0.000%	763,126	763,126	2024-06-30
UBS HV Tax-Opt Global Selections - Agg	0.787%	0.000%	763,126	763,126	2024-06-30
UBS HV Global Selections - Agg	0.777%	54,761.700%	763,126	761,735	2024-06-30
UBS: Global Equity	0.765%	-18.335%	742,499	-166,699	2024-06-30
Financial Select Sector SPDR® ETF	0.680%	-0.282%	675,664	-1,908	2024-04-30
Vanguard Mid-Cap Value ETF	0.694%	-1.231%	673,672	-8,395	2024-09-30
The Financial Select Sector SPDR® ETF	0.694%	-0.488%	673,016	-3,300	2024-10-31
JPM US Mid Cap Value-Composite	0.689%	-1.086%	668,177	-7,333	2024-06-30
Vanguard Institutional Index I	0.644%	-2.055%	624,500	-13,105	2024-09-30
JPM US Mid Cap Value-MA	0.592%	-14.094%	574,002	-94,175	2024-09-30
JPMorgan Mid Cap Value L	0.592%	0.000%	574,002	0	2024-09-30
Vanguard Dividend Appreciation ETF	0.552%	-1.585%	535,184	-8,617	2024-09-30
First Trust Capital Strength ETF	0.512%	0.000%	512,530	0	2023-12-28
iShares Russell Mid-Cap Growth ETF	0.500%	-8.999%	496,909	-49,139	2024-06-28
Lyrical U.S. Value Equity - CS	0.493%	0.689%	489,548	3,350	2024-03-31
State St S&P 500® Indx SL Cl III	0.490%	0.621%	486,383	3,000	2024-05-31
CREF Stock R1	0.471%	-3.813%	483,739	-19,178	2023-08-31