Observatory · observe first

Ameriprise Financial

AMP · United States · Asset Management & Custody Banks · matched S&P 500 member. Follow its market-weight contribution.

Historical time machine
Historical observation
20182026
Universe weight
0.077%
12M weight contribution
-0.033 pp
3M weight contribution
-0.050 pp
12M price return
+9.9%

Share of matched S&P 500 members

Monthly observations through May 2023

0.00.10.1201820192020202120222023

Company price index

A separate dimension from market allocation

70148226201820192020202120222023

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
May 2023$31.1bn0.077%-0.033 pp+9.9%No
Apr 2023$32.1bn0.108%+0.002 pp+16.9%No
Mar 2023$32.3bn0.110%-0.002 pp+3.8%No
Feb 2023$36.1bn0.127%+0.012 pp+16.3%Yes
Jan 2023$37.3bn0.128%+0.013 pp+17.0%Yes
Dec 2022$33.1bn0.120%+0.011 pp+5.0%Yes
Nov 2022$35.3bn0.120%+0.010 pp+16.6%Yes
Oct 2022$33.4bn0.119%+0.004 pp+4.0%Yes
Sep 2022$27.3bn0.107%+0.002 pp-3.0%Yes
Aug 2022$29.0bn0.104%-0.000 pp-0.2%No
Jul 2022$29.7bn0.102%-0.000 pp+6.5%No
Jun 2022$26.1bn0.102%-0.000 pp-2.9%No
May 2022$30.4bn0.109%+0.001 pp+8.1%No
Apr 2022$29.4bn0.106%-0.003 pp+4.4%No
Mar 2022$33.3bn0.112%+0.059 pp+31.3%No
Feb 2022$33.2bn0.115%+0.064 pp+37.7%Yes
Jan 2022$34.0bn0.115%+0.059 pp+56.5%Yes
Dec 2021$33.8bn0.108%+0.015 pp+57.9%Yes
Nov 2021$32.4bn0.109%+0.017 pp+59.0%Yes
Oct 2021$34.4bn0.115%+0.023 pp+91.6%Yes
Sep 2021$30.0bn0.105%+0.105 pp+74.8%Yes
Aug 2021$31.0bn0.104%+0.104 pp+77.5%Yes
Jul 2021$29.9bn0.102%+0.102 pp+71.4%Yes
Jun 2021$28.8bn0.102%+0.102 pp+69.5%Yes

Its weight is estimated market cap divided by the total estimated market cap of matched S&P 500 members for the month. This is not an official float-adjusted S&P index weight.