Position in AMP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,450,165
+$41,917 QoQ
Shares Held
14,060
-2.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#287
of 1,378 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Diversified Trust Co holds $30,988,389 across 20 Asset Management names. AMP ranks #1 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
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|
14,060 | $6,450,165 | |
| 2 | APO |
Apollo Global Management, Inc.
|
50,826 | $6,013,224 | |
| 3 | BLK |
BlackRock, Inc.
|
3,724 | $3,580,849 | |
| 4 | SEIC |
Sei Investments Co
|
35,572 | $3,120,020 | |
| 5 | ADX |
Adams Diversified Equity Fund, Inc.
|
65,351 | $1,669,718 | |
| 6 | NTRS |
Northern Trust Corp
|
9,089 | $1,580,031 | |
| 7 | BX |
Blackstone Inc.
|
11,883 | $1,398,272 | |
| 8 | CG |
Carlyle Group Inc.
|
29,133 | $1,226,790 |
All Filings in AMP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,450,165 | 14,060 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $6,408,248 | 14,420 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $6,926,052 | 14,125 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $4,864,357 | 9,902 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,765,675 | 8,929 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,648,252 | 7,536 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,038,481 | 7,585 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $3,575,254 | 7,610 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $3,223,148 | 7,545 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,175,182 | 7,242 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,391,122 | 8,928 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $736,834 | 2,235 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $306,915 | 924 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $331,939 | 1,083 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $354,339 | 1,138 | Shares | Sole | 2023-01-17 | |
| 2022-03-31 | $1,055,465 | 3,514 | Shares | Sole | 2022-04-07 | |
| 2020-12-31 | $281,195 | 1,447 | Shares | Sole | 2021-01-08 | |
| 2020-06-30 | $356,645 | 2,377 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $314,921 | 3,073 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||