Ameriprise Financial, Inc. (NYSE: AMP) is a leading U.S. wealth management and asset management company, best known for its advisor-led model and recurring fee-based revenue stream. Shares recently traded around $491 per share, giving the company a market value of roughly $45.9B.
Ameriprise’s stock has traded across a wide range over the past year as investors weigh earnings durability, capital returns, and valuation. Looking at who owns Ameriprise and how insiders have been trading helps show how large investors appear to be positioning around the stock today.
Who Are Ameriprise’s Top Shareholders?
Ameriprise’s shareholder base is led by large institutional investors. These firms tend to hold through market cycles, which can help keep long-term ownership relatively stable even as individual managers adjust exposure.
- The Vanguard Group: 12,322,111 shares (13.26%), ~$6.09B value. Reduced 66,929 shares (-0.54%).
- BlackRock Institutional Trust Company: 5,669,375 shares (6.10%), ~$2.80B value. Reduced 153,637 shares (-2.64%).
- State Street Investment Management: 4,420,072 shares (4.76%), ~$2.19B value. Added 18,879 shares (+0.43%).
- J.P. Morgan Asset Management: 4,115,144 shares (4.43%), ~$2.03B value. Reduced 1,206,514 shares (-22.67%).
- Geode Capital Management: 2,841,367 shares (3.06%), ~$1.41B value. Added 22,939 shares (+0.81%).
- Aristotle Capital Management: 2,429,655 shares (2.62%), ~$1.20B value. Reduced 117,936 shares (-4.63%).
- Norges Bank Investment Management: 1,299,788 shares (1.40%), ~$643M value. Added 5,210 shares (+0.40%).
- Boston Partners: 1,193,048 shares (1.28%), ~$590M value. Added 13,172 shares (+1.12%).
- BlackRock Investment Management UK: 1,150,178 shares (1.24%), ~$569M value. Reduced 151,477 shares (-11.64%).
- UBS Financial Services: 1,044,785 shares (1.12%), ~$517M value. Reduced 226,833 shares (-17.84%).
For investors, the presence of Vanguard, BlackRock, and State Street provides a stable ownership base, while the mix of trims and modest additions among active managers suggests Ameriprise remains institutionally trusted, though positioning appears more selective at current valuation levels.
Hedge Fund Highlights
One notable move last quarter came from Jane Street Group, founded by Tim Reynolds, which increased its Ameriprise Financial position by about 500%. The firm now holds roughly $273M value of shares, a sizable increase that appears to reflect tactical positioning as the stock traded near recent highs.
Citadel Advisors, led by Ken Griffin, raised its stake by approximately 218% to about $67M value. The move looks meaningful, though it may reflect short-term opportunity rather than a long-term directional call.
Tudor Investment Corporation, run by Paul Tudor Jones, boosted its Ameriprise holdings by roughly 172% to around $52M value. While still a modest position in absolute terms, the increase stands out given the firm’s macro-oriented strategy.
Millennium Management, founded by Israel Englander, lifted its position by about 64% to roughly $202M value, suggesting continued engagement from one of the industry’s largest multi-strategy platforms.
For investors, these hedge fund moves point to a constructive but measured tone, with increased exposure from several well-known firms, though position sizes and apparent intent vary rather than signaling a unified conviction.
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Ameriprise’s Recent Insider Trades
Insider activity over recent months consists mainly of small transactions relative to Ameriprise’s nearly 93M shares outstanding.
- Robert Francis Sharpe Jr. (Director): Sold 1,500 shares at about $451, roughly $677K total.
- Heather J. Melloh (Officer): Sold 1,500 shares at about $512, roughly $768K total.
- William Fredrick Truscott (Officer): Sold 28,546 shares at prices near $500, roughly $14M total across multiple entries.
- Other directors and officers: Very small transactions under 100 shares, dollar amounts immaterial.
Several Form 144 filings show zero-share entries, which appear tied to disclosure requirements rather than open-market trades. For investors, insider activity appears limited and fragmented, and it looks like insiders may be managing personal exposure rather than expressing a strong view on Ameriprise’s near-term outlook.
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What the Ownership & Insider Trade Data Tell Us
Ameriprise Financial continues to be supported by a stable base of long-term institutional owners, with passive investors providing a steady foundation. Active managers and hedge funds adjusted exposure in both directions, which suggests valuation sensitivity rather than a broad shift in conviction.
Insider trading activity remains relatively light and does not point to aggressive buying or selling pressure. For investors, the overall picture suggests Ameriprise remains institutionally trusted, but ownership and insider data indicate a measured stance as the stock trades near the higher end of its recent valuation range.
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