Ameriprise Financial, Inc.· AMP

🇺🇸 US · LargeSP500NYSE

Financial Services Asset Management Website

Price: $544.33
Day: -0.25%
Mkt Cap: $48.93B
52W Range: $422.37 – $572.56
Volume: 1.37M
Beta: 1.13

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 2.7 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 1,412 institutions hold; 573 added, 543 reduced
Insiders Q3 2026: no purchases, 11 sales ($26.1M)

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Ameriprise Financial, Inc.

AMP|Financial Services|Asset Management

Current price: $544

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

2.8x

vs own 6-quarter average

Seller breadth · Q3 2026

5 sellers

vs 2.6 avg per quarter

Institutional net breadth · Q2 2026

+36

687 adding vs 651 reducing

Institutional ownership · Q2 2026

86.4%

1,412 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

7.9M

-6.5%

VANGUARD CAPITAL MANAGEMENT LLC

5.9M

+1.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.2M

+0.1%

STATE STREET CORP

4.7M

+3.4%

GEODE CAPITAL MANAGEMENT, LLC

2.8M

-2.5%

ARISTOTLE CAPITAL MANAGEMENT, LLC

2.1M

-4.3%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

115

170

147

115 buying170 unchanged147 selling

432 funds held AMP in Q2 2026, holding 31.5M shares between them, down 1.0% on the quarter.

Largest fund holders

SPDR SERIES TRUST646.9K sh

NATIONWIDE MUTUAL FUNDS9.2K sh

FPA FUNDS TRUST6.0K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Jul 28

CRACCHIOLO JAMES M

$8.8M

Sale · Feb 4

CRACCHIOLO JAMES M

$8.6M

Sale · Jul 28

Berman Walter Stanley

$5.8M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

AMP Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

2.7/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-35

Institutional Flow

50% weight

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 2.7/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for AMP

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Bearish Signal

Elevated insider selling in Q3 2026

11 sales totaling $26.1M (48.0K shares)

Share volume is elevated at 2.8x the historical average

5 different insiders sold this quarter

Sell-only pattern: no insider purchases across 15 quarters

Steady selling pace across recent quarters

2.8x

Selling pace

vs own 6-qtr average

Elevated

10.67%

Stake sold

of active insiders' holdings

5 sellers

Seller breadth

vs 2.2 avg per quarter

None

Insider buying

in the last 16 quarters

Notable Recent Transactions, AMP

Top 8 highest-value insider trades from the last 8 quarters

CRACCHIOLO JAMES M

CEO

Sell

16,120 shares at $545.28

≈12.8% of their stake at the time

Jul 28, 2026$8.79M

CRACCHIOLO JAMES M

CEO

Sell

15,696 shares at $548.61

≈12.7% of their stake at the time

Feb 4, 2026$8.61M

Berman Walter Stanley

Executive VP and CFO

Sell

10,590 shares at $548.92

≈63.7% of their stake at the time

Jul 28, 2026$5.81M

TRUSCOTT WILLIAM F

CEO, Global Asset Management

Sell

9,929 shares at $506.89

≈47.3% of their stake at the time

Aug 19, 2025$5.03M

CRACCHIOLO JAMES M

CEO

Sell

8,638 shares at $563.44

≈5.2% of their stake at the time

Nov 11, 2024$4.87M

Williams William Jerryl

Pres, Wealth Mgmt Advisor Grp

Sell

7,888 shares at $537.08

≈42.0% of their stake at the time

Jul 27, 2026$4.24M

CRACCHIOLO JAMES M

CEO

Sell

7,136 shares at $540.11

≈4.6% of their stake at the time

Feb 4, 2026$3.85M

Berman Walter Stanley

Executive VP and CFO

Sell

7,000 shares at $544.22

≈55.5% of their stake at the time

Feb 5, 2026$3.81M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for AMP

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

86.4% institutional ownership

Balanced activity: 687 adding vs 651 reducing

13F shares increased by 1.0%, a modest change

+36

Net breadth

687 adding vs 651 reducing

Balanced

1.06

Add / reduce ratio

in Q2 2026

New − closed

114 initiated, 108 exited

5 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+687 growing-651 shrinkingNet: +36

114

573

543

108

New (114)

Increased (573)

Reduced (543)

Closed (108)

Top Institutional Holders, AMP

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

7.9M

$3.6B

Ownership

8.64%

-6.5%

VANGUARD CAPITAL MANAGEMENT LLC

5.9M

$2.7B

Ownership

6.43%

+1.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.2M

$2.4B

Ownership

5.64%

+0.1%

STATE STREET CORP

4.7M

$2.1B

Ownership

5.09%

+3.4%

GEODE CAPITAL MANAGEMENT, LLC

2.8M

$1.3B

Ownership

3.00%

-2.5%

ARISTOTLE CAPITAL MANAGEMENT, LLC

2.1M

$955.8M

Ownership

2.27%

-4.3%

MORGAN STANLEY

1.7M

$800.0M

Ownership

1.90%

-11.8%

GOLDMAN SACHS GROUP INC

1.6M

$753.8M

Ownership

1.79%

+14.4%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 432 ETFs and mutual funds reporting

115 buying147 sellingNet: -32

115

170

147

Buying (115)

Unchanged (170)

Selling (147)

In total, funds bought 1.2M shares and sold 1.5M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

432 ETFs and mutual funds reporting

147 funds selling vs 115 buying

Top Fund Holders, AMP

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

646.9K

Weight

3.20%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

9.2K

Weight

0.00%

Jul 31, 2026Decreased

FPA FUNDS TRUST

6.0K

Weight

0.94%

Jul 31, 2026No change

Northern Lights Fund Trust

2.8K

Weight

0.01%

Jul 31, 2026No change

FORUM FUNDS

2.8K

Weight

13.03%

Jul 31, 2026No change

TOUCHSTONE STRATEGIC TRUST

1.9K

Weight

0.00%

Jun 30, 2026No change

ASSET MANAGEMENT FUND

1.8K

Weight

0.10%

Jun 30, 2026No change

PRAXIS MUTUAL FUNDS

1.7K

Weight

0.01%

Jun 30, 2026Increased

Ameriprise Financial, Inc.· AMP

Holdings Analysis

Insider Trading Activity

1.3Transaction History86Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings169Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History86Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings169Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights