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Ameriprise Financial Ownership | Who Owns Ameriprise Financial?

OverviewForecastRevenueFinancialsChartTranscripts

Ameriprise Financial Ownership Summary

Ameriprise Financial is owned by 80.69% institutional investors, 0.17% insiders, and 19.14% retail investors. Vanguard group is the largest institutional shareholder, holding 12.23% of AMP shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.19% of its assets in Ameriprise Financial shares.

AMP Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockAmeriprise Financial80.69%0.17%19.14%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryAsset Management Stocks41.71%9.02%49.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group12.57M12.23%$5.37B
Blackrock8.59M8.36%$3.67B
State street4.47M4.35%$1.91B
Jpmorgan chase3.93M3.82%$1.68B
Aristotle capital management3.33M3.24%$1.42B
Geode capital management2.58M2.51%$1.10B
Morgan stanley2.24M2.18%$957.71M
Ubs asset management americas1.56M1.51%$664.82M
Norges bank1.48M1.44%$633.31M
Boston partners1.47M1.43%$626.29M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Boyar asset management24.73K7.25%$10.57M
Philosmith capital55.70K6.70%$23.79M
Lyrical asset management lp868.45K5.96%$370.99M
Kerusso capital management12.21K3.79%$5.22M
Edmp8.91K3.45%$3.81M
Alley investment management company56.18K3.28%$24.00M
Close asset management219.43K3.19%$93.86M
Gs investments15.52K3.13%$6.63M
Dividend assets capital35.38K3.08%$15.12M
Aristotle capital management3.33M2.75%$1.42B

Top Buyers

HolderShares% AssetsChange
Norges bank1.48M0.09%1.48M
First trust advisors lp467.10K0.20%398.24K
Invesco877.94K0.08%316.89K
Deutsche bank ag\871.20K0.17%189.75K
Agf management504.66K1.20%131.84K

Top Sellers

HolderShares% AssetsChange
Viking global investors lp909.02K1.49%-717.83K
Barclays330.60K0.04%-203.90K
Marshall wace, llp160.47K0.09%-197.40K
Nuveen asset management1.32M0.17%-184.33K
Vanguard group12.57M0.10%-150.73K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.48M0.09%1.48M$633.31M
J. safra sarasin71.41K0.56%71.41K$30.50M
Corebridge financial29.45K0.07%29.45K$12.58M
Fjarde ap-fonden (the fourth swedish national pensionfund)22.74K0.11%22.74K$9.71M
Lombard odier asset management (europe)22.00K0.44%22.00K$9.40M

Sold Out

HolderChange
Colonial trust advisors-1.00
Redwood wealth management group-1.00
Impact partnership wealth-2.00
Clear street markets-2.00
Tfo-tdc-2.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 20231,0980.64%83,655,950-2.75%791.22%431-1.82%388-5.60%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv3.10M3.19%-10.77K
Vanguard Institutional 500 Index Trust2.60M2.68%30.47K
Vanguard Mid Cap Index Institutional2.08M2.15%3.76K
Fidelity 500 Index1.21M1.24%-16.62K
SPDR® S&P 500® ETF Trust1.19M1.23%406.00
iShares Core S&P 500 ETF1.09M1.13%1.68K
JHancock Disciplined Value Mid Cap I1.04M1.07%-
JPMorgan US Equity L956.74K0.99%-11.05K
JPM US Equity-MA956.74K0.97%46.24K
Vanguard Windsor™ II Inv859.00K0.89%-

Recent Insider Transactions

DateNameRoleActivityValue
Nov 11, 2024Berman Walter Stanley EXECUTIVE VP AND CFOSell$1.80M
Nov 11, 2024Berman Walter Stanley EXECUTIVE VP AND CFOSell$3.08M
Nov 11, 2024CRACCHIOLO JAMES M CHAIRMAN AND CEOSell$4.87M
Nov 08, 2024Sweeney Joseph Edward PRES-AWM PRODUCTS & SERVICESSell$2.68M
Nov 08, 2024Sweeney Joseph Edward PRES-AWM PRODUCTS & SERVICESSell$2.48M

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 80.69%, followed by 0.17% insiders and 19.14% retail investors. The average institutional ownership in Ameriprise Financial's industry, Asset Management Stocks, is 41.71%, which Ameriprise Financial exceeds.

Who owns the most shares of Ameriprise Financial?

Ameriprise Financial’s largest shareholders are Vanguard group (12.57M shares, 12.23%), Blackrock (8.59M shares, 8.36%), and State street (4.47M shares, 4.35%). Together, they hold 24.94% 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 7.25% of its assets in 24.73K Ameriprise Financial shares, valued at 10.57M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Ameriprise Financial shares, with 3.19% of its total shares outstanding invested in 3.1M Ameriprise Financial shares.

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