UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1463217
IRVING, TX
Position in AMP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,854,381
+$564,984 QoQ
Shares Held
6,423
+37.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $85,514,978 across 36 Asset Management names. AMP ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
241,478 | $22,336,715 | |
| 2 | ARES |
Ares Management Corp
|
131,949 | $14,395,635 | |
| 3 | BX |
Blackstone Inc.
|
87,690 | $10,083,473 | |
| 4 | BLK |
BlackRock, Inc.
|
8,457 | $8,133,181 | |
| 5 | NTRS |
Northern Trust Corp
|
41,704 | $5,820,627 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
265,309 | $2,934,317 | |
| 7 | AMP |
Ameriprise Financial Inc
This page
|
6,423 | $2,854,381 | |
| 8 | RJF |
Raymond James Financial Inc
|
11,965 | $1,732,412 |
All Filings in AMP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,854,381 | 6,423 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,289,397 | 4,669 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,992,510 | 4,056 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,237,929 | 4,193 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,047,301 | 4,229 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,259,100 | 4,243 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,015,015 | 4,289 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,881,771 | 4,405 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,901,952 | 4,338 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,766,589 | 4,651 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $352,427 | 1,069 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $459,045 | 1,382 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,612,190 | 5,260 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,853,585 | 5,953 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,502,629 | 5,964 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,164,869 | 4,901 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,529,733 | 5,093 | Shares | Defined | 2022-05-16 | |
| 2021-09-30 | $1,470,356 | 5,567 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,942,757 | 7,806 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,806,136 | 7,770 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,323,581 | 6,811 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,075,533 | 6,979 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,031,525 | 6,875 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $346,382 | 3,380 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||