Ray Dalio's AMP Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 74,507 shares of Ameriprise Financial, Inc. (AMP) worth $36.53 M, representing 0.13% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in AMP, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 335,850 shares. Largest reduction occurred in Q1 2019, reducing 335,850 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +11,838 | Add 18.89% | 74,507 | $490.34 |
| Q3 2025 | +23,472 | Add 59.88% | 62,669 | $491.25 |
| Q2 2025 | -61,991 | Reduce 61.26% | 39,197 | $533.73 |
| Q1 2025 | +45,183 | Add 80.68% | 101,188 | $484.11 |
| Q4 2024 | +5,495 | Add 10.88% | 56,005 | $532.43 |
| Q3 2024 | +24,968 | Add 97.75% | 50,510 | $469.81 |
| Q2 2024 | +25,542 | New Buy | 25,542 | $427.19 |
| Q1 2024 | -8,603 | Sold Out | 0 | $0.00 |
| Q4 2023 | -53,912 | Reduce 86.24% | 8,603 | $379.83 |
| Q3 2023 | +40,808 | Add 187.99% | 62,515 | $329.68 |
| Q2 2023 | -2,575 | Reduce 10.60% | 21,707 | $332.16 |
| Q1 2023 | -13,794 | Reduce 36.23% | 24,282 | $306.50 |
| Q4 2022 | -39,934 | Reduce 51.19% | 38,076 | $311.37 |
| Q3 2022 | -2,558 | Reduce 3.17% | 78,010 | $251.95 |
| Q2 2022 | +62,277 | Add 340.48% | 80,568 | $237.68 |
| Q1 2022 | -1,475 | Reduce 7.46% | 18,291 | $300.37 |
| Q4 2021 | -27,482 | Reduce 58.17% | 19,766 | $301.68 |
| Q3 2021 | +9,450 | Add 25.00% | 47,248 | $264.12 |
| Q2 2021 | +577 | Add 1.55% | 37,798 | $248.88 |
| Q1 2021 | +17,902 | Add 92.67% | 37,221 | $232.45 |
| Q4 2020 | +19,319 | New Buy | 19,319 | $194.32 |
| Q1 2020 | -26,339 | Sold Out | 0 | $0.00 |
| Q4 2019 | +26,339 | New Buy | 26,339 | $166.60 |
| Q1 2019 | -335,850 | Sold Out | 0 | $0.00 |
| Q4 2018 | +335,850 | New Buy | 335,850 | $104.37 |
| Q3 2018 | -13,983 | Sold Out | 0 | $0.00 |
| Q2 2018 | +7,672 | Add 121.57% | 13,983 | $139.88 |
| Q1 2018 | +6,311 | New Buy | 6,311 | $148.00 |
| Q1 2017 | -19,000 | Sold Out | 0 | $0.00 |
| Q4 2016 | +8,100 | Add 74.31% | 19,000 | $110.95 |
| Q3 2016 | -15,300 | Reduce 58.40% | 10,900 | $99.72 |
| Q2 2016 | +26,200 | New Buy | 26,200 | $89.85 |
| Q3 2015 | -5,466 | Sold Out | 0 | $0.00 |
| Q2 2015 | +3,800 | Add 228.09% | 5,466 | $124.95 |
| Q1 2015 | +1,666 | New Buy | 1,666 | $130.85 |
| Q2 2014 | -2,400 | Sold Out | 0 | $0.00 |
| Q1 2014 | +2,400 | New Buy | 2,400 | $110.00 |
| Q3 2013 | -2,600 | Sold Out | 0 | $0.00 |
| Q2 2013 | +2,600 | Add 0.00% | 2,600 | $80.77 |
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 39 quarters since Q2 2013.
Ray Dalio's largest addition to Ameriprise Financial, Inc. (AMP) was in Q4 2018, adding 335,850 shares worth $35.05 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 74,507 shares of Ameriprise Financial, Inc. (AMP), valued at approximately $36.53 M.
As of the Q4 2025 filing, Ameriprise Financial, Inc. (AMP) represents approximately 0.13% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Ameriprise Financial, Inc. (AMP) was 335,850 shares, as reported at the end of Q4 2018.