FIRST TRUST ADVISORS LP

Position in AMP — Ameriprise Financial Inc

CIK 1125816 Wheaton, IL

Position in AMP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$493,233,061

+$56,345,199 QoQ

Shares Held

1,075,144

+9.4% QoQ

Ownership

1.22%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#17

of 1,374 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $2,547,930,904 across 103 Asset Management names. AMP ranks #1 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc This page	1,075,144	$493,233,061
2	TROW	Price T Rowe Group Inc	3,902,311	$443,653,737
3	STT	State Street Corp	2,148,846	$364,444,281
4	RJF	Raymond James Financial Inc	1,887,400	$286,941,422
5	BX	Blackstone Inc.	1,474,305	$173,481,469
6	SEIC	Sei Investments Co	1,501,972	$131,737,963
7	NTRS	Northern Trust Corp	649,498	$112,908,732
8	FHI	Federated Hermes, Inc.	1,198,348	$66,172,776

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$493,233,061	1,075,144	+9.4%	Shares	Sole	2026-08-11
2026-03-31	$436,887,862	983,096	+18.7%	Shares	Sole	2026-05-13
2025-12-31	$406,215,798	828,437	+85.5%	Shares	Sole	2026-02-13
2025-09-30	$219,433,023	446,683	+8.2%	Shares	Sole	2025-11-12
2025-06-30	$220,412,343	412,966	-26.7%	Shares	Sole	2025-08-13
2025-03-31	$272,715,622	563,334	+23.4%	Shares	Sole	2025-05-14
2024-12-31	$243,076,657	456,542	+0.6%	Shares	Sole	2025-02-13
2024-09-30	$213,160,783	453,717	-2.9%	Shares	Other	2024-11-13
2024-06-30	$199,541,729	467,103	+578.3%	Shares	Other	2024-08-13
2024-03-31	$30,190,978	68,860	-87.8%	Shares	Sole	2024-05-13
2023-12-31	$214,265,901	564,110	+1001.2%	Shares	Sole	2024-02-13
2023-09-30	$16,888,187	51,226	-8.7%	Shares	Sole	2023-11-13
2023-06-30	$18,631,518	56,092	-11.5%	Shares	Sole	2023-08-14
2023-03-31	$19,429,035	63,390	-7.4%	Shares	Sole	2023-05-15
2022-12-31	$21,317,947	68,465	+195.5%	Shares	Sole	2023-02-09
2022-09-30	$5,838,185	23,172	-51.6%	Shares	Sole	2022-11-14
2022-06-30	$11,375,364	47,860	-6.4%	Shares	Sole	2022-08-12
2022-03-31	$15,356,806	51,128	+195.4%	Shares	Sole	2022-05-13
2021-09-30	$4,571,917	17,310	-3.2%	Shares	Sole	2021-11-15
2021-06-30	$4,452,463	17,890	-51.7%	Shares	Sole	2021-10-12
2021-03-31	$8,604,601	37,017	-26.1%	Shares	Sole	2021-05-14
2020-12-31	$9,730,491	50,072	-19.8%	Shares	Sole	2021-02-02
2020-09-30	$9,627,405	62,471	+140.9%	Shares	Sole	2020-11-05
2020-06-30	$3,891,137	25,934	-88.6%	Shares	Sole	2020-07-22
2020-03-31	$23,370,461	228,049	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.