Ray Dalio's AMP Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 62,669 shares of Ameriprise Financial, Inc. (AMP) worth $30.79 M, representing 0.12% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in AMP, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 321,867 shares. Largest reduction occurred in Q4 2019, reducing 309,511 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Ameriprise Financial (AMP) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ameriprise Financial (AMP) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +2,601 | Add 0.00% | 2,600 | $80.77 |
| Q3 2013 | -2,600 | Sold Out | 2,600 | $0.00 |
| Q1 2014 | +2,400 | New Buy | 2,400 | $110.00 |
| Q2 2014 | -2,400 | Sold Out | 2,400 | $0.00 |
| Q1 2015 | +1,666 | New Buy | 1,666 | $130.85 |
| Q2 2015 | +3,800 | Add 228.09% | 5,466 | $124.95 |
| Q3 2015 | -5,466 | Sold Out | 5,466 | $0.00 |
| Q2 2016 | +26,200 | New Buy | 26,200 | $89.85 |
| Q3 2016 | -15,300 | Reduce 58.40% | 10,900 | $99.72 |
| Q4 2016 | +8,100 | Add 74.31% | 19,000 | $110.95 |
| Q1 2017 | -19,000 | Sold Out | 19,000 | $0.00 |
| Q1 2018 | +6,311 | New Buy | 6,311 | $148.00 |
| Q2 2018 | +7,672 | Add 121.57% | 13,983 | $139.88 |
| Q3 2018 | -13,983 | Sold Out | 13,983 | $0.00 |
| Q4 2018 | +335,850 | New Buy | 335,850 | $104.37 |
| Q1 2019 | -335,850 | Sold Out | 335,850 | $0.00 |
| Q4 2019 | +26,339 | New Buy | 26,339 | $166.60 |
| Q1 2020 | -26,339 | Sold Out | 26,339 | $0.00 |
| Q4 2020 | +19,319 | New Buy | 19,319 | $194.32 |
| Q1 2021 | +17,902 | Add 92.67% | 37,221 | $232.45 |
| Q2 2021 | +577 | Add 1.55% | 37,798 | $248.88 |
| Q3 2021 | +9,450 | Add 25.00% | 47,248 | $264.12 |
| Q4 2021 | -27,482 | Reduce 58.17% | 19,766 | $301.68 |
| Q1 2022 | -1,475 | Reduce 7.46% | 18,291 | $300.37 |
| Q2 2022 | +62,277 | Add 340.48% | 80,568 | $237.68 |
| Q3 2022 | -2,558 | Reduce 3.17% | 78,010 | $251.95 |
| Q4 2022 | -39,934 | Reduce 51.19% | 38,076 | $311.37 |
| Q1 2023 | -13,794 | Reduce 36.23% | 24,282 | $306.50 |
| Q2 2023 | -2,575 | Reduce 10.60% | 21,707 | $332.16 |
| Q3 2023 | +40,808 | Add 187.99% | 62,515 | $329.68 |
| Q4 2023 | -53,912 | Reduce 86.24% | 8,603 | $379.83 |
| Q1 2024 | -8,603 | Sold Out | 8,603 | $0.00 |
| Q2 2024 | +25,542 | New Buy | 25,542 | $427.19 |
| Q3 2024 | +24,968 | Add 97.75% | 50,510 | $469.81 |
| Q4 2024 | +5,495 | Add 10.88% | 56,005 | $532.43 |
| Q1 2025 | +45,183 | Add 80.68% | 101,188 | $484.11 |
| Q2 2025 | -61,991 | Reduce 61.26% | 39,197 | $533.73 |
| Q3 2025 | +23,472 | Add 59.88% | 62,669 | $491.25 |
Ray Dalio's Ameriprise Financial Investment FAQs
Ray Dalio first purchased Ameriprise Financial, Inc. (AMP) in Q2 2013, acquiring 2,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Ameriprise Financial, Inc. (AMP) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Ameriprise Financial, Inc. (AMP) was in Q4 2018, adding 335,850 shares worth $35.05 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 62,669 shares of Ameriprise Financial, Inc. (AMP), valued at approximately $30.79 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Ameriprise Financial, Inc. (AMP) represents approximately 0.12% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Ameriprise Financial, Inc. (AMP) was 335,850 shares, as reported at the end of Q4 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.