Sterling Capital Management LLC AMP — AMERIPRISE FINL INC COM

Ownership history in Sterling Capital Management LLC  ·  31 quarters on record

AI Ownership Summary

Sterling Capital Management LLC reported AMERIPRISE FINL INC COM (AMP) in 31 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 2.0% in 2024 Q3. The latest visible filing shows AMP at 0.95% 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 Sterling Capital Management LLC's position in AMERIPRISE FINL INC COM, 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
2026 Q1

AMP was reported at 0.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.0% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

AMP stock page Sterling Capital Management LLC fund profile Sterling Capital Management LLC full holdings
How Sterling Capital Management LLC held AMP — position size vs. price
% of Fund (quarterly)    AMP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 112,588 -15,498 -12.1% 0.95% $50.0M 2026-04-22 $468.51
2025 Q4 REDUCED 35.0% -9.1% ✅ 128,086 -68,882 -35.0% 1.02% $62.8M 2026-02-13 $473.67
2025 Q3 REDUCED 8.3% +1.7% ❌ 196,968 -17,876 -8.3% 1.42% $96.8M 2025-11-14 (Est.) $456.65
2025 Q2 REDUCED 7.3% -6.1% ✅ 214,844 -16,852 -7.3% 1.63% $114.7M 2025-08-14 (Est.) $510.40
2025 Q1 REDUCED 5.7% +10.6% ❌ 231,696 -14,096 -5.7% 1.74% $112.2M 2025-05-13 $514.71
2024 Q4 REDUCED 25.4% -8.8% ✅ 245,792 -83,502 -25.4% 1.79% $130.9M 2025-02-13 $532.81
2024 Q3 ADDED — — — 329,294 +319,143 +3144.0% 2.00% $154.7M 2024-11-12 $552.58
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMP

As of 2026 Q1 — sorted by position size

BIRCH FINANCIAL GROUP, LLC 2.64% ATWOOD & PALMER INC 3Y 7Y 1.94% Alley Investment Management Company, LLC 3Y 1.57% Kennebec Savings Bank 1.51% Merited Wealth, LLC 0.95% NOVARE CAPITAL MANAGEMENT LLC 3Y 7Y 0.92% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.85% Verity & Verity, LLC 3Y 7Y 0.83% Asset Advisors Investment Management, LLC 3Y 7Y 0.82% YANKCOM Partnership 0.78%

FAQ About Sterling Capital Management LLC and AMP

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

How long has Sterling Capital Management LLC reported owning AMP?

Sterling Capital Management LLC reported AMP across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported AMP position in Sterling Capital Management LLC's portfolio?

The largest reported portfolio weight for AMP was 2.00% in 2024 Q3.

What is the latest reported AMP position on this page?

The most recent filing on this page is 2026 Q1, when Sterling Capital Management LLC reported 112,588 shares, equal to 0.95% of portfolio, with an estimated market value of $50.0M.

What does the chart on this AMP ownership page compare?

The chart compares Sterling Capital Management LLC'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.

How well did Sterling Capital Management LLC time their AMP position?

Based on 13F filing dates vs. subsequent AMP price moves, Sterling Capital Management LLC correctly timed 16 out of 25 reported position changes (64%). The annualised alpha on AMP relative to SPY over the holding period was +19.8%.

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