Ameriprise Financial Inc (AMP) Ownership

489.17 ↑1.48 (0.30%)

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 12.4 million shares. Combined, the top 33 institutional holders of AMP own 74.08% of the company with a total of 70.6 million shares.

In the latest ownership report on June 30th 2025, the top 33 institutional holders decreased their combined ownership of AMP by 1.1 million shares. 11 institutions bought 1,027,768 total additional shares and increased their ownership by an average of 5.35%. However 9 institutions sold 2,080,799 total shares and decreased their ownership by an average of 11%.

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 -1,053,031 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	13.188%	0.904%	12,432,261	111,386	2025-06-30
BlackRock Inc	10.059%	0.482%	9,483,179	45,489	2025-06-30
JPMorgan Chase & Co	6.652%	7.658%	6,270,995	446,080	2025-06-30
State Street Corp	4.669%	-1.898%	4,401,193	-85,129	2025-06-30
Geode Capital Management, LLC	2.990%	1.717%	2,818,428	47,584	2025-06-30
Aristotle Capital Management LLC	2.702%	-19.476%	2,547,591	-616,166	2025-06-30
Morgan Stanley - Brokerage Accounts	2.426%	-0.009%	2,286,605	-200	2025-06-30
NORGES BANK	1.379%	0.402%	1,299,788	5,210	2025-06-30
UBS Group AG	1.356%	-6.332%	1,278,522	-86,423	2025-06-30
Northern Trust Corp	1.318%	0.444%	1,242,424	5,493	2025-06-30
UBS Asset Mgmt Americas Inc	1.285%	-46.048%	1,211,120	-1,033,668	2025-06-30
Boston Partners Global Investors, Inc	1.252%	3.102%	1,179,876	35,500	2025-06-30
Nuveen, LLC	1.140%	10.888%	1,075,032	105,554	2025-06-30
Dimensional Fund Advisors, Inc.	1.137%	-1.621%	1,071,884	-17,664	2025-06-30
Goldman Sachs Group Inc	1.119%	-11.039%	1,054,808	-130,895	2025-06-30
Amvescap Plc.	0.939%	8.732%	885,447	71,109	2025-06-30
Deutsche Bank AG	0.889%	2.146%	837,871	17,602	2025-06-30
Bank of New York Mellon Corp	0.879%	-8.488%	828,220	-76,817	2025-06-30
FMR Inc	0.851%	-4.048%	802,120	-33,837	2025-06-30
Federated Hermes Inc	0.793%	22.408%	747,083	136,761	2025-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	13.188%	0.904%	12,432,261	111,386	2025-06-30
BlackRock Inc	10.059%	0.482%	9,483,179	45,489	2025-06-30
JPMorgan Chase & Co	6.652%	7.658%	6,270,995	446,080	2025-06-30
State Street Corporation	4.566%	-0.468%	4,483,008	-21,090	2024-03-31
State Street Corp	4.669%	-1.898%	4,401,193	-85,129	2025-06-30
Geode Capital Management, LLC	2.990%	1.717%	2,818,428	47,584	2025-06-30
Aristotle Capital Management LLC	2.702%	-19.476%	2,547,591	-616,166	2025-06-30
Morgan Stanley - Brokerage Accounts	2.426%	-0.009%	2,286,605	-200	2025-06-30
GAMMA Investing LLC	2.200%	49,248.900%	2,114,108	2,109,824	2025-03-31
Envestnet Asset Management Inc	1.454%	298.421%	1,492,217	1,117,684	2023-03-31
NORGES BANK	1.379%	0.402%	1,299,788	5,210	2025-06-30
UBS Group AG	1.356%	-6.332%	1,278,522	-86,423	2025-06-30
Northern Trust Corp	1.318%	0.444%	1,242,424	5,493	2025-06-30
UBS Asset Mgmt Americas Inc	1.285%	-46.048%	1,211,120	-1,033,668	2025-06-30
Boston Partners Global Investors, Inc	1.252%	3.102%	1,179,876	35,500	2025-06-30
Nuveen Asset Management, LLC	1.204%	-15.816%	1,136,220	-213,461	2024-12-31
Lord, Abbett & Co LLC	1.057%	-6.025%	1,100,766	-70,570	2022-12-31
Nuveen, LLC	1.140%	10.888%	1,075,032	105,554	2025-06-30
Dimensional Fund Advisors, Inc.	1.137%	-1.621%	1,071,884	-17,664	2025-06-30
Goldman Sachs Group Inc	1.119%	-11.039%	1,054,808	-130,895	2025-06-30
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	0.954%	7.236%	925,583	62,455	2024-06-30
Viking Global Investors LP	0.937%	-44.124%	909,020	-717,825	2024-06-30
Amvescap Plc.	0.939%	8.732%	885,447	71,109	2025-06-30
Deutsche Bank AG	0.889%	2.146%	837,871	17,602	2025-06-30
LSV Asset Management	0.865%	-4.638%	831,855	-40,460	2024-09-30
Bank of New York Mellon Corp	0.879%	-8.488%	828,220	-76,817	2025-06-30
FMR Inc	0.851%	-4.048%	802,120	-33,837	2025-06-30
Lyrical Asset Management LP	0.835%	-2.352%	787,360	-18,968	2025-03-31
Bank of America Corp	0.793%	4.468%	747,873	31,985	2025-03-31
Federated Hermes Inc	0.793%	22.408%	747,083	136,761	2025-06-30
T. Rowe Price Associates, Inc.	0.361%	14.845%	347,526	44,922	2024-09-30

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 38 mutual fund holders of AMP own 42.55% of the company with a total of 40.8 million shares.

In the latest ownership report on August 31st 2025, the top 38 fund holders increased their combined ownership of AMP by 11 thousand shares. 1 funds bought 14,168 total additional shares and increased their ownership by an average of 1.24%. However 2 funds sold 3,003 total shares and decreased their ownership by an average of 0.24%.

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 11,165 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	1.223%	1.244%	1,152,748	14,168	2025-08-31
iShares Core S&P 500 ETF	1.200%	0.000%	1,131,405	0	2025-08-31
The Financial Select Sector SPDR® ETF	0.719%	-0.320%	678,180	-2,176	2025-08-31
iShares Russell Mid-Cap Growth ETF	0.592%	0.000%	558,054	0	2025-08-31
State St S&P 500® Indx SL Cl III	0.539%	-0.162%	508,262	-827	2025-08-31
iShares MSCI USA Quality Factor ETF	0.424%	0.000%	399,500	0	2025-08-31

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 US Total Market Shares ETF	3.235%	-1.072%	3,109,124	-33,701	2024-09-30
Vanguard Total Stock Mkt Idx Inv	3.173%	-2.323%	2,991,355	-71,149	2025-07-31
Vanguard Institutional 500 Index Trust	2.898%	0.685%	2,735,941	18,618	2025-05-31
Vanguard 500 Index Investor	2.501%	-12.773%	2,357,617	-345,224	2025-07-31
Vanguard Mid Cap Index Institutional	2.253%	1.090%	2,124,265	22,909	2025-07-31
Fidelity 500 Index	1.280%	0.043%	1,207,048	518	2025-07-31
SPDR® S&P 500 ETF	1.245%	-2.308%	1,196,849	-28,270	2025-03-31
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
SPDR® S&P 500® ETF Trust	1.216%	-0.526%	1,164,872	-6,156	2025-03-31
SPDR® S&P 500® ETF	1.223%	1.244%	1,152,748	14,168	2025-08-31
iShares Core S&P 500 ETF	1.200%	0.000%	1,131,405	0	2025-08-31
JPM US Equity-MA	1.102%	409.694%	1,049,379	843,495	2025-06-30
JPMorgan US Equity L	1.008%	-9.454%	950,167	-99,212	2025-07-31
JPMorgan Equity Premium Income ETF	0.955%	-0.059%	900,681	-527	2025-08-29
JHancock Disciplined Value Mid Cap I	0.896%	0.000%	844,743	0	2025-07-31
Vanguard Value Index Inv	0.895%	-0.094%	844,015	-793	2025-07-31
UBS HV Tax-Opt Global Selections - Agg	0.787%	0.000%	763,126	763,126	2024-06-30
UBS Tax-Opt Digital Transformation theme	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	0.787%	0.000%	742,499	0	2024-09-30
Vanguard Windsor™ II Inv	0.767%	-15.861%	722,754	-136,246	2025-06-30
The Financial Select Sector SPDR® ETF	0.719%	-0.320%	678,180	-2,176	2025-08-31
Financial Select Sector SPDR® ETF	0.680%	-0.282%	675,664	-1,908	2024-04-30
Vanguard Mid-Cap Value ETF	0.636%	-0.058%	599,218	-350	2025-07-31
Vanguard Institutional Index I	0.611%	-1.142%	575,605	-6,650	2025-07-31
iShares Russell Mid-Cap Growth ETF	0.592%	0.000%	558,054	0	2025-08-31
Vanguard Dividend Appreciation ETF	0.547%	0.193%	515,968	995	2025-07-31
First Trust Capital Strength ETF	0.512%	0.000%	512,530	0	2023-12-28
State St S&P 500® Indx SL Cl III	0.539%	-0.162%	508,262	-827	2025-08-31
Lyrical U.S. Value Equity - CS	0.493%	0.689%	489,548	3,350	2024-03-31
CREF Stock R1	0.471%	-3.813%	483,739	-19,178	2023-08-31
JPM US Mid Cap Value-MA	0.476%	-15.006%	453,652	-80,093	2025-03-31
JPMorgan Mid Cap Value L	0.425%	1.975%	400,643	7,759	2025-07-31
iShares MSCI USA Quality Factor ETF	0.424%	0.000%	399,500	0	2025-08-31
Alley Company Dividend Portfolio	0.422%	1.797%	397,548	7,018	2025-06-30
JPM US Mid Cap Value-Composite	0.417%	-13.395%	392,884	-60,768	2025-06-30