Jefferies Group's AMP Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 14,186 shares of Ameriprise Financial, Inc. (AMP) worth $6.97 M, representing 0.03% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in AMP, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 30,000 shares. Largest reduction occurred in Q2 2025, reducing 29,986 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Ameriprise Financial (AMP) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ameriprise Financial (AMP) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +4,731 | New Buy | 4,731 | $311.37 |
| Q1 2023 | -4,731 | Sold Out | 4,731 | $0.00 |
| Q3 2023 | +3,200 | New Buy | 3,200 | $329.68 |
| Q4 2023 | -3,200 | Sold Out | 3,200 | $0.00 |
| Q1 2024 | +10,615 | New Buy | 10,615 | $438.44 |
| Q2 2024 | -10,091 | Reduce 95.06% | 524 | $427.19 |
| Q3 2024 | +96 | Add 18.32% | 620 | $469.81 |
| Q4 2024 | -94 | Reduce 15.16% | 526 | $532.43 |
| Q1 2025 | +30,000 | Add 5703.42% | 30,526 | $484.11 |
| Q2 2025 | -29,986 | Reduce 98.23% | 540 | $533.73 |
| Q3 2025 | +13,646 | Add 2527.04% | 14,186 | $491.25 |
Jefferies Group's Ameriprise Financial Investment FAQs
Jefferies Group first purchased Ameriprise Financial, Inc. (AMP) in Q4 2022, acquiring 4,731 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Ameriprise Financial, Inc. (AMP) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Ameriprise Financial, Inc. (AMP) was in Q1 2025, adding 30,526 shares worth $14.78 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 14,186 shares of Ameriprise Financial, Inc. (AMP), valued at approximately $6.97 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 0.03% of Jefferies Group'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.
Jefferies Group's peak holding in Ameriprise Financial, Inc. (AMP) was 30,526 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.