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Jeremy Grantham’s AMP Holdings & Trades

First Buy
Q2 2013
Duration Held
39 Quarters
Largest Add
Q3 2017
+113,800 Shares
Current Position
2,409 Shares
$1.18 M Value

Jeremy Grantham's AMP Position Overview

Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 2,409 shares of Ameriprise Financial, Inc. (AMP) worth $1.18 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 39 quarters.

Based on 13F filings, Jeremy Grantham has maintained a strategic position in AMP, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2017, adding 113,800 shares. Largest reduction occurred in Q1 2014, reducing 41,374 shares.

Analysis based on 13F filings available since 2013 Q2

Jeremy Grantham's Ameriprise Financial (AMP) Holding Value Over Time

Track share changes against reported price movement

Quarterly Ameriprise Financial (AMP) Trades by Jeremy Grantham

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +2,409 New Buy 2,409 $490.34
Q2 2025 -1,200 Sold Out 0 $0.00
Q1 2025 +1,200 New Buy 1,200 $484.11
Q3 2023 -5,475 Sold Out 0 $0.00
Q2 2023 -6,004 Reduce 52.30% 5,475 $332.16
Q1 2023 -4,000 Reduce 25.84% 11,479 $306.50
Q4 2022 -5,100 Reduce 24.78% 15,479 $311.37
Q3 2022 -17,000 Reduce 45.24% 20,579 $251.96
Q2 2022 +9,067 Add 31.80% 37,579 $237.69
Q1 2022 +24,690 Add 646.00% 28,512 $300.36
Q4 2021 -17 Reduce 0.44% 3,822 $301.67
Q3 2021 +1,100 Add 40.16% 3,839 $264.13
Q2 2021 +1,051 Add 62.26% 2,739 $249.00
Q1 2021 -8,600 Reduce 83.59% 1,688 $232.23
Q4 2020 -6,500 Reduce 38.72% 10,288 $194.30
Q3 2020 -5,900 Reduce 26.00% 16,788 $154.10
Q2 2020 -13,097 Reduce 36.60% 22,688 $150.04
Q1 2020 -2,266 Reduce 5.96% 35,785 $102.47
Q4 2019 -12,163 Reduce 24.22% 38,051 $166.59
Q3 2019 -15,600 Reduce 23.70% 50,214 $147.09
Q2 2019 -9,400 Reduce 12.50% 65,814 $145.17
Q1 2019 -600 Reduce 0.79% 75,214 $128.10
Q4 2018 -5,100 Reduce 6.30% 75,814 $104.37
Q3 2018 -36,100 Reduce 30.85% 80,914 $147.66
Q2 2018 -36,286 Reduce 23.67% 117,014 $139.88
Q1 2018 -1,400 Reduce 0.90% 153,300 $147.94
Q4 2017 +40,900 Add 35.94% 154,700 $169.47
Q3 2017 +113,800 New Buy 113,800 $148.51
Q4 2015 -14,025 Sold Out 0 $0.00
Q3 2015 -27,175 Reduce 65.96% 14,025 $109.16
Q2 2015 -9,600 Reduce 18.90% 41,200 $124.93
Q1 2015 +3,100 Add 6.50% 50,800 $130.85
Q4 2014 -9,845 Reduce 17.11% 47,700 $132.24
Q3 2014 +8,900 Add 18.30% 57,545 $123.38
Q2 2014 -15,495 Reduce 24.16% 48,645 $119.99
Q1 2014 -41,374 Reduce 39.21% 64,140 $110.07
Q4 2013 +46,516 Add 78.84% 105,514 $115.05
Q3 2013 +5,900 Add 11.11% 58,998 $91.09
Q2 2013 +53,098 Add 0.00% 53,098 $80.89

Jeremy Grantham's Ameriprise Financial Investment FAQs

Jeremy Grantham first purchased Ameriprise Financial, Inc. (AMP) in Q2 2013, acquiring 53,098 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeremy Grantham has held Ameriprise Financial, Inc. (AMP) for 39 quarters since Q2 2013.

Jeremy Grantham's largest addition to Ameriprise Financial, Inc. (AMP) was in Q3 2017, adding 113,800 shares worth $16.9 M.

According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 2,409 shares of Ameriprise Financial, Inc. (AMP), valued at approximately $1.18 M.

As of the Q4 2025 filing, Ameriprise Financial, Inc. (AMP) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.

Jeremy Grantham's peak holding in Ameriprise Financial, Inc. (AMP) was 154,700 shares, as reported at the end of Q4 2017.