AMP AMERIPRISE FINANCIAL, INC.

Ownership history in PhiloSmith Capital Corp  ·  15 quarters on record

AI Ownership Summary

PhiloSmith Capital Corp reported AMERIPRISE FINANCIAL, INC. (AMP) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.37% in 2024 Q4. The latest visible filing shows AMP at 6.59% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PhiloSmith Capital Corp's position in AMERIPRISE FINANCIAL, INC., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AMP was reported at 6.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.37% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PhiloSmith Capital Corp held AMP — position size vs. price
% of Fund (quarterly)    AMP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 48,850 0% 6.59% $24.0M 2026-02-14 (Est.) $473.67
2025 Q3 UNCHANGED 48,850 0% 6.67% $24.0M 2025-10-22 $469.72
2025 Q2 UNCHANGED 48,850 0% 7.25% $26.1M 2025-07-21 $529.39
2025 Q1 UNCHANGED 48,850 0% 6.50% $23.6M 2025-04-21 $445.36
2024 Q4 REDUCED 48,850 -6,850 -12.3% 7.37% $26.0M 2025-02-10 $522.38
2024 Q3 UNCHANGED 55,700 0% 6.62% $26.2M 2024-10-10 $482.31
2024 Q2 UNCHANGED 55,700 0% 6.70% $23.8M 2024-07-16 $419.59
2024 Q1 UNCHANGED 55,700 0% 6.85% $24.4M 2024-04-17 $401.26
2023 Q4 UNCHANGED 55,700 0% 6.80% $21.2M 2024-01-09 $365.06
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PhiloSmith Capital Corp and AMP

These are the practical questions this page is built to answer before you even open the full history table.

How long has PhiloSmith Capital Corp reported owning AMP?

PhiloSmith Capital Corp reported AMP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMP position in PhiloSmith Capital Corp's portfolio?

The largest reported portfolio weight for AMP was 7.37% in 2024 Q4.

What is the latest reported AMP position on this page?

The most recent filing on this page is 2025 Q4, when PhiloSmith Capital Corp reported 48,850 shares, equal to 6.59% of portfolio, with an estimated market value of $24.0M.

What does the chart on this AMP ownership page compare?

The chart compares PhiloSmith Capital Corp's quarterly AMP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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