Joel Greenblatt's AMP Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 2,027 shares of Ameriprise Financial, Inc. (AMP) worth $993,919, representing 0.00% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in AMP, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2021, adding 4,578 shares. Largest reduction occurred in Q1 2020, reducing 4,899 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Ameriprise Financial (AMP) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ameriprise Financial (AMP) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +72 | Add 3.68% | 2,027 | $490.34 |
| Q3 2025 | +42 | Add 2.20% | 1,955 | $491.25 |
| Q2 2025 | -1 | Reduce 0.05% | 1,913 | $533.73 |
| Q1 2025 | +30 | Add 1.59% | 1,914 | $484.11 |
| Q4 2024 | +180 | Add 10.56% | 1,884 | $532.43 |
| Q3 2024 | +143 | Add 9.16% | 1,704 | $469.81 |
| Q2 2024 | +340 | Add 27.85% | 1,561 | $427.19 |
| Q1 2024 | +39 | Add 3.30% | 1,221 | $438.44 |
| Q4 2023 | +86 | Add 7.85% | 1,182 | $379.83 |
| Q3 2023 | +120 | Add 12.30% | 1,096 | $329.68 |
| Q2 2023 | -105 | Reduce 9.71% | 976 | $332.16 |
| Q1 2023 | -45 | Reduce 4.00% | 1,081 | $306.50 |
| Q4 2022 | +309 | Add 37.82% | 1,126 | $311.37 |
| Q3 2022 | +817 | New Buy | 817 | $252.14 |
| Q2 2022 | -2,066 | Sold Out | 0 | $0.00 |
| Q1 2022 | -2,833 | Reduce 57.83% | 2,066 | $300.58 |
| Q4 2021 | -214 | Reduce 4.19% | 4,899 | $301.69 |
| Q3 2021 | -3,073 | Reduce 37.54% | 5,113 | $264.03 |
| Q2 2021 | +4,578 | Add 126.88% | 8,186 | $248.84 |
| Q1 2021 | +3,608 | New Buy | 3,608 | $232.54 |
| Q1 2020 | -4,899 | Sold Out | 0 | $0.00 |
| Q4 2019 | +426 | Add 9.52% | 4,899 | $166.56 |
| Q3 2019 | +2,604 | Add 139.33% | 4,473 | $147.10 |
| Q2 2019 | +1,869 | New Buy | 1,869 | $145.00 |
| Q1 2019 | -4,397 | Sold Out | 0 | $0.00 |
| Q4 2018 | +4,397 | New Buy | 4,397 | $104.39 |
| Q1 2016 | -1,953 | Sold Out | 0 | $0.00 |
| Q4 2015 | +33 | Add 1.72% | 1,953 | $106.50 |
| Q3 2015 | +47 | Add 2.51% | 1,920 | $109.38 |
| Q2 2015 | +1,873 | New Buy | 1,873 | $124.93 |
Joel Greenblatt's Ameriprise Financial Investment FAQs
Joel Greenblatt first purchased Ameriprise Financial, Inc. (AMP) in Q2 2015, acquiring 1,873 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Ameriprise Financial, Inc. (AMP) for 30 quarters since Q2 2015.
Joel Greenblatt's largest addition to Ameriprise Financial, Inc. (AMP) was in Q2 2021, adding 8,186 shares worth $2.04 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 2,027 shares of Ameriprise Financial, Inc. (AMP), valued at approximately $993,919.
As of the Q4 2025 filing, Ameriprise Financial, Inc. (AMP) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Ameriprise Financial, Inc. (AMP) was 8,186 shares, as reported at the end of Q2 2021.