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
0.115%
12M weight contribution
-0.005 pp
3M weight contribution
+0.002 pp
12M price return
+24.0%

Share of matched S&P 500 members

Monthly observations through Dec 2023

0.00.10.1201820192020202120222023

Company price index

A separate dimension from market allocation

70160249201820192020202120222023

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
Dec 2023$38.4bn0.115%-0.005 pp+24.0%Yes
Nov 2023$35.8bn0.112%-0.008 pp+8.2%Yes
Oct 2023$32.3bn0.110%-0.009 pp+3.4%Yes
Sep 2023$33.8bn0.113%+0.006 pp+33.0%Yes
Aug 2023$34.6bn0.110%+0.007 pp+28.0%Yes
Jul 2023$36.3bn0.079%-0.023 pp+31.3%No
Jun 2023$34.6bn0.080%-0.022 pp+42.2%No
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

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.