MassMutual Private Wealth & Trust, FSB
Position in AMP — Ameriprise Financial Inc
CIK 1103653
Windsor, CT
Position in AMP
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$31,358,539
+$319,421 QoQ
Shares Held
68,355
-2.1% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#6
of 119 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $59,034,306 across 51 Asset Management names. AMP ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
68,355 | $31,358,539 | |
| 2 | BLK |
BlackRock, Inc.
|
16,550 | $15,913,818 | |
| 3 | BX |
Blackstone Inc.
|
72,616 | $8,544,724 | |
| 4 | ADX |
Adams Diversified Equity Fund, Inc.
|
44,936 | $1,148,114 | |
| 5 | APO |
Apollo Global Management, Inc.
|
1,720 | $203,493 | |
| 6 | STT |
State Street Corp
|
1,128 | $191,308 | |
| 7 | ARES |
Ares Management Corp
|
1,711 | $190,451 | |
| 8 | KKR |
KKR & Co. Inc.
|
1,981 | $181,816 |
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,358,539 | 68,355 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $31,039,118 | 69,845 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $33,916,327 | 69,169 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $34,076,538 | 69,367 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $37,103,308 | 69,517 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $33,964,189 | 70,158 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $39,285,879 | 73,786 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $34,812,921 | 74,100 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $30,840,554 | 72,194 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $32,035,057 | 73,066 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $27,828,244 | 73,265 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $24,029,056 | 72,886 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $23,985,605 | 72,211 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $21,686,407 | 70,755 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $23,091,821 | 74,162 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $18,747,095 | 74,408 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $17,246,060 | 72,560 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $20,435,292 | 68,036 | Shares | Sole | 2022-04-08 | |
| 2021-09-30 | $17,058,190 | 64,585 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $15,177,200 | 60,982 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $13,340,305 | 57,390 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $10,713,412 | 55,130 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,063,497 | 52,323 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,765,903 | 45,094 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,395,572 | 42,892 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||