Position in AMP
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$6,408,248
-$517,804 QoQ
Shares Held
14,420
+2.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 3.9944521497919556.ToString("F0")%
Shared 0.ToString("F0")%
None 96.00554785020805.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Diversified Trust Co holds $33,449,477 across 19 Asset Management names. AMP ranks #1 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
14,420 | $6,408,248 | |
| 2 | APO |
Apollo Global Management, Inc.
|
54,644 | $6,088,434 | |
| 3 | BLK |
BlackRock, Inc.
|
3,869 | $3,720,855 | |
| 4 | SEIC |
Sei Investments Co
|
35,492 | $2,785,057 | |
| 5 | ARES |
Ares Management Corp
|
20,924 | $2,282,808 | |
| 6 | HLNE |
Hamilton Lane INC
|
16,830 | $1,672,902 | |
| 7 | ADX |
Adams Diversified Equity Fund, Inc.
|
65,351 | $1,430,533 | |
| 8 | CG |
Carlyle Group Inc.
|
29,077 | $1,407,036 |
All Filings in AMP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||