Trexquant Investment 13F: Adds $24M to AMP Stake
Trexquant Investment significantly expanded its holdings in Ameriprise Financial, Inc., adding 52,843 shares during the period.
Reviewed by automated data checks against the source filing. How we make and check alerts
Trexquant Investment added 52,843 shares to its stake in Ameriprise Financial, Inc. ($AMP), a 1268.13% increase, according to a 13F filing with the SEC dated May 15, 2026. It reported 57,010 shares worth $26.05 million at the end of the quarter.
Since the filing, $AMP is down 3.8% after 1 week, down 2.2% after 1 month and up 6.8% to date (from the $468.92 close on May 15, 2026).
Find the original: Trexquant Investment 13F filings on SEC EDGAR
AMP
Ameriprise Financial, Inc.
Key Points
- Trexquant Investment boosted its stake in Ameriprise Financial, Inc. (NYSE:AMP) by 1,268.1% during the period.
- The fund acquired an additional 52,843 shares, bringing its total holding to 57,010 shares valued at about $26.0 million.
- Ameriprise Financial trades with a trailing P/E ratio of 12.9 and a forward P/E of 10.4, backed by an average analyst price target of $579.45.
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Trexquant Investment Expands Ameriprise Holdings
Trexquant Investment significantly increased its investment in Ameriprise Financial, Inc. (NYSE:AMP), according to a recent Form 13F filing with the U.S. Securities and Exchange Commission. The filing covers holdings as of the reporting period and may not represent the fund's current position today.
Inside the Portfolio Move
The fund boosted its stake by 1268.1%, adding 52,843 shares to its portfolio. Trexquant previously owned 4,167 shares of the financial services firm and finished the period with 57,010 shares. The reported value of the holding reached approximately $26.0 million based on the filing data.
Stock Performance and Valuation
Ameriprise shares recently traded around $456.89, sitting below the 50-day moving average of $548.71 and above the 200-day moving average of $492.58. The company has a market capitalization of roughly $47.3 billion and a trailing price-to-earnings ratio of 12.95. Its forward P/E ratio stands at 10.37, while the dividend yield reads at 1.25% with an annual payout of $6.80 per share.
Recent Earnings Highlights
For its recent reporting period, Ameriprise posted total revenue of $19.8 billion with a revenue growth rate of 11.6%. The company reported earnings of $41.37 per share, alongside a net margin of 19.9% and a return on equity of 63.4%. The next quarterly earnings report is scheduled for October 29, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
2 target raises vs 1 cuts.
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EPS & revenue
EPS beat estimates by 9.2%. Revenue beat estimates by 2.1%.
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Profit surprise
EBITDA missed by 13 percent. Operating income met by 0 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
2 target raises, 1 target cut.
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Earnings quality
Gross margin up 55.1 points. Operating margin up 9.3 points.
Earnings Call Summary
Ameriprise posted record earnings of 11.26 dollars per share, beating consensus by 10 percent, as revenues grew 11 percent to 4.8 billion dollars. Assets under management reached 1.7 trillion dollars, up 12 percent, fueled by client net inflows and market gains. Management credited their integrated technology platform, strong adviser productivity reaching 1.2 million dollars, and disciplined hiring approach as key drivers. They remain focused on organic growth over acquisitions and are investing heavily in AI tools and new banking products.
Guidance Management did not provide specific forward guidance. They emphasized strong organic growth momentum and disciplined capital allocation, with confidence in achieving their 4 to 5 percent net client asset growth target despite aggressive recruiting competition. Huntington Bank partnership with 28 billion dollars in assets begins in the fourth quarter; Comerica advisers expected to depart by end of third quarter.
Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.
Analysts Set New Price Targets
Wall Street firms have maintained active coverage on the stock alongside varying price targets. On October 9, 2026, Morgan Stanley maintained its Underweight rating and adjusted its price target to $483.00 from $489.00. On October 7, 2026, Evercore ISI Group maintained an In-Line rating with a target of $632.00, up from $623.00. On October 6, 2026, BMO Capital kept a Market Perform rating while moving its target to $520.00 from $560.00. Overall, the stock carries a consensus buy recommendation with a mean target price of $579.45 across 11 analyst opinions.
Overview of Ameriprise Financial
Based in Minneapolis, Minnesota, Ameriprise Financial operates as a diversified financial services company providing financial planning, wealth management, asset management, and retirement protection products to individual and institutional clients. The firm manages client assets globally through channels including its advisor network and the Columbia Threadneedle Investments brand.
What to Watch at Ameriprise Financial, Inc.
Investors tracking Trexquant Investment will need to review subsequent quarterly 13F filings to see if the fund maintains or adjusts this sizable position. Meanwhile, market participants can monitor the company's financial results ahead of the upcoming October earnings release.
Related Filing Alerts
Source: Trexquant Investment's 13F filing on $AMP (May 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Trexquant Investment 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts