Curated Wealth Partners 13F: Cuts AMP Stake by $202M

Curated Wealth Partners made a major change to its portfolio last quarter, according to its latest Form 13F filing with the SEC on October 15, 2026. The firm cut its stake in Ameriprise Financial, Inc. (NYSE: AMP) by 99.7%, shedding 410,153 shares during the period. 13F filings are backward-looking reports published weeks after a quarter ends, so this disclosure reflects portfolio choices made earlier and might not represent the fund's current holdings today.

Inside Curated Wealth Partners's Ameriprise Financial Trade

Curated Wealth Partners slashed its investment by selling 410,153 shares, leaving it with just 1,069 shares of Ameriprise Financial. The remaining stake had a reported value of about $526,322 at the time of the filing. This steep reduction leaves only a tiny fraction of the prior 411,222-share position in the asset management firm's hands.

Other Institutional Activity in Ameriprise Financial

Other large money managers also tweaked their exposure to Ameriprise Financial around the same time. Blackrock Inc. reduced its holdings by 690,950 shares, ending with 7,935,137 shares worth about $3,973,916,512. Vanguard Capital Management LLC cut its position by 31,440 shares, leaving it with 5,900,661 shares valued at roughly $2,955,050,956. Vanguard Portfolio Management LLC trimmed its stake by 77,233 shares, finishing with 5,176,700 shares worth about $2,592,491,296. State Street Corporation grew its holdings by 80,367 shares, ending with 4,672,743 shares worth about $2,340,109,637. Geode Capital Management, LLC trimmed its position by 117,539 shares, holding 2,756,276 shares valued at roughly $1,380,342,987.

Ameriprise Financial, Inc. Stock Up 0.6%

Ameriprise Financial shares recently traded around $505.50 as of October 16, 2026. The stock sits about 5.5% below its 50-day moving average of $534.73 and roughly 2.5% above its 200-day moving average of $493.26. Shares are down about 11.7% from their 52-week high of $572.56, while resting 19.7% above their 52-week low of $422.37.

Recent Earnings

Ameriprise Financial pulled in $19.84 billion in trailing-twelve-month revenue. The firm posted earnings of $41.42 per share over the same period, supported by a net profit margin of 19.9% and a return on equity of 63.4%. Investors look ahead to the company's next earnings report, scheduled for October 29, 2026.

Dividend

Ameriprise Financial pays an annual dividend rate of $6.80 per share, giving the stock a dividend yield of 1.35%. The company pays out 15.7% of its earnings as dividends.

Insider Buying and Selling at Ameriprise Financial, Inc.

Company insiders also made transactions in the months leading up to the filing. Chief Executive Officer James M. Cracchiolo disposed of 18,020 shares on July 28, 2026, in a transaction valued at $9,828,561. Chief Financial Officer Walter Stanley Berman sold 11,012 shares on July 28, 2026, worth about $6,045,030. Officer Deirdre Davey Mcgraw sold 2,400 shares on August 6, 2026, at an average price of $558.28 for a total value of $1,339,867. Officer Dawn M. Brockman sold 472 shares on August 10, 2026, at $558.93 per share, totaling $263,815.

Analysts Set New Price Targets

Wall Street analysts maintain varied views on Ameriprise Financial ahead of its upcoming earnings report. On July 24, 2026, Keefe, Bruyette & Woods maintained its Market Perform rating while lifting its target from $515 to $545. Argus Research kept a Buy rating on July 31, 2026, raising its target from $534 to $590. BMO Capital kept a Market Perform rating on October 6, 2026, lowering its target from $560 to $520. Evercore ISI Group maintained an In-Line rating on October 7, 2026, raising its target from $623 to $632. Morgan Stanley reiterated an Underweight rating on October 9, 2026, adjusting its price target down from $489 to $483. Overall, the stock holds a consensus Buy recommendation with a mean price target of $566.00 across 11 analyst opinions.

About Ameriprise Financial

Based in Minneapolis, Minnesota, Ameriprise Financial operates as a diversified financial services company providing financial planning, advice, and asset management to individual and institutional clients. The firm operates through multiple segments, including Advice and Wealth Management, Asset Management, and Retirement and Protection Solutions. Institutional portfolio shifts like Curated Wealth Partners' recent reduction highlight how fund managers frequently reallocate capital across large financial institutions.

Bottom Line

Investors will watch Ameriprise Financial closely when the company reports its latest financial results on October 29, 2026. Because 13F filings are historical snapshots, observing subsequent quarterly reports will clarify whether other institutional funds continue to trim or rebuild their stakes in the wealth manager.