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Ameriprise Financial Ownership | Who Owns Ameriprise Financial?

OverviewForecastRevenueFinancialsChartTranscripts

Ameriprise Financial Ownership Summary

Ameriprise Financial is owned by 83.09% institutional investors, 0.44% insiders, and 16.47% retail investors. Vanguard group is the largest institutional shareholder, holding 12.32% of AMP shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.23% of its assets in Ameriprise Financial shares.

AMP Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockAmeriprise Financial83.09%0.44%16.47%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryAsset Management Stocks33.12%8.74%58.14%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group12.36M12.32%$6.58B
Blackrock funding, inc. /de9.12M9.08%$4.86B
Blackrock8.59M8.36%$3.67B
Jpmorgan chase4.80M4.78%$2.56B
State street4.48M4.52%$2.39B
Aristotle capital management3.25M3.27%$1.73B
Geode capital management2.65M2.64%$1.41B
Morgan stanley2.24M2.18%$957.71M
Ubs asset management americas1.45M1.44%$770.89M
Ubs group1.45M1.44%$770.62M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Boyar asset management22.75K7.99%$12.11M
Philosmith capital48.85K7.37%$26.01M
Lyrical asset management lp806.33K6.35%$429.31M
Maj invest352.10K6.16%$187.47M
Marvin & palmer associates13.75K5.59%$7.32M
Close asset management327.73K4.92%$174.58M
Kerusso capital management13.03K4.43%$6.93M
Edmp8.40K4.25%$4.47M
Alley investment management company56.39K3.80%$30.02M
Gs investments15.34K3.69%$8.17M

Top Buyers

HolderShares% AssetsChange
Norges bank1.29M0.09%1.29M
Jpmorgan chase4.80M0.19%516.44K
Blackrock funding, inc. /de9.12M0.10%508.80K
Proficio capital partners371.77K0.03%371.31K
Robeco institutional asset management b.v.417.15K0.42%338.30K

Top Sellers

HolderShares% AssetsChange
Lsv asset management588.29K0.72%-243.57K
Viking global investors lp---243.06K
Nuveen asset management1.14M0.17%-213.46K
Legal & general group568.07K0.08%-191.67K
Vanguard group12.36M0.11%-154.02K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.29M0.09%1.29M$689.27M
Raymond james financial204.01K0.04%204.01K$108.62M
Fjarde ap-fonden (the fourth swedish national pensionfund)22.74K0.11%22.74K$9.71M
Elo mutual pension insurance10.41K0.12%10.41K$5.54M
De burlo group7.04K0.50%7.04K$3.75M

Sold Out

HolderChange
Colonial trust advisors-1.00
Redwood wealth management group-1.00
Clear street markets-2.00
Tfo-tdc-2.00
Hoey investments-3.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20241,3505.63%82,426,2711.60%831.27%59812.83%4723.96%
Sep 30, 20241,259-0.16%81,011,361-3.05%801.19%525-7.89%4456.46%
Jun 30, 20241,242-0.96%83,479,5681.28%811.26%563-0.88%412-0.24%
Mar 31, 20241,2547.18%82,425,605-1.86%801.22%56814.98%413-5.92%
Dec 31, 20231,1706.56%83,988,2600.40%811.28%49414.62%43913.14%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF3.11M3.23%-33.70K
Vanguard Total Stock Mkt Idx Inv3.06M3.18%11.47K
Vanguard Institutional 500 Index Trust2.69M2.80%18.28K
Vanguard Mid Cap Index Institutional2.10M2.18%8.98K
Fidelity 500 Index1.22M1.27%5.41K
SPDR® S&P 500 ETF1.20M1.25%-28.27K
iShares Core S&P 500 ETF1.17M1.23%3.42K
SPDR® S&P 500® ETF Trust1.16M1.22%-6.16K
SPDR® S&P 500® ETF1.15M1.20%-19.49K
JPMorgan US Equity L1.11M1.16%198.99K

Recent Insider Transactions

DateNameRoleActivityValue
Apr 29, 2021Smyth Gerard P. EVP & CIOSell$252.78K
Jul 31, 2017CRACCHIOLO JAMES M CHAIRMAN AND CEOSell$4.87M
Feb 19, 2025Sweeney Joseph Edward PRES-AWM PRODUCTS & SERVICESSell$2.50M
Feb 18, 2025Sharpe Robert Francis JR-Sell$551.44K
Feb 18, 2025Berman Walter Stanley EXECUTIVE VP AND CFOSell$2.20M

Insider Transactions Trends

DateBuySell
2031 Q1--
2024 Q3-2
2024 Q2-1
2024 Q1-23
2023 Q4-4

AMP Ownership FAQ

Who Owns Ameriprise Financial?

Ameriprise Financial shareholders are primarily institutional investors at 83.09%, followed by 0.44% insiders and 16.47% retail investors. The average institutional ownership in Ameriprise Financial's industry, Asset Management Stocks, is 33.12%, which Ameriprise Financial exceeds.

Who owns the most shares of Ameriprise Financial?

Ameriprise Financial’s largest shareholders are Vanguard group (12.36M shares, 12.32%), Blackrock funding, inc. /de (9.12M shares, 9.08%), and Blackrock (8.59M shares, 8.36%). Together, they hold 29.76% of Ameriprise Financial’s total shares outstanding.

Does Blackrock own Ameriprise Financial?

Yes, BlackRock owns 8.36% of Ameriprise Financial, totaling 8.59M shares as of Jun 2024. This represents 0.08% of BlackRock's total assets, with a market value of 3.67B$. In the last quarter, BlackRock increased its holdings by 12.19K shares, a 0.14% change.

Who is Ameriprise Financial’s biggest shareholder by percentage of total assets invested?

Boyar asset management is Ameriprise Financial’s biggest shareholder by percentage of total assets invested, with 7.99% of its assets in 22.74K Ameriprise Financial shares, valued at 12.11M$.

Who is the top mutual fund holder of Ameriprise Financial shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Ameriprise Financial shares, with 3.23% of its total shares outstanding invested in 3.11M Ameriprise Financial shares.

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