Creative Planning

Position in AMP — Ameriprise Financial Inc

CIK 1540235 OVERLAND PARK, KS

Position in AMP

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$17,572,909

+$1,546,147 QoQ

Shares Held

39,543

+21.0% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0.3135826821434894.ToString("F0")% Shared 0.ToString("F0")% None 99.68641731785651.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $462,647,698 across 180 Asset Management names. AMP ranks #7 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	401,722	$46,194,012
2	CGBD	Carlyle Secured Lending, Inc.	3,231,986	$35,357,926
3	BXSL	Blackstone Secured Lending Fund	1,360,717	$32,235,385
4	BN	BROOKFIELD Corp /ON/	794,790	$32,165,151
5	BLK	BlackRock, Inc.	29,533	$28,402,181
6	JHG	Janus Henderson Group Ltc.	364,316	$18,714,912
7	AMP	Ameriprise Financial Inc This page	39,543	$17,572,909
8	STT	State Street Corp	113,253	$14,333,299

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,572,909	39,543	+21.0%	Shares	Sole	2026-05-12
2025-12-31	$16,026,762	32,685	+17.0%	Shares	Sole	2026-02-17
2025-09-30	$13,722,576	27,934	-2.2%	Shares	Sole	2025-11-14
2025-06-30	$15,238,524	28,551	+8.1%	Shares	Defined	2025-08-08
2025-03-31	$12,785,345	26,410	+11.9%	Shares	Sole	2025-05-15
2024-12-31	$12,566,412	23,602	+4.6%	Shares	Defined	2025-02-14
2024-09-30	$10,604,080	22,571	+1.6%	Shares	Defined	2024-10-11
2024-06-30	$9,493,437	22,223	+2.2%	Shares	Defined	2024-08-15
2024-03-31	$9,529,931	21,736	+6.6%	Shares	Defined	2024-05-13
2023-12-31	$7,748,151	20,399	+8.8%	Shares	Defined	2024-02-14
2023-09-30	$6,181,499	18,750	-3.3%	Shares	Defined	2023-11-16
2023-06-30	$6,441,246	19,392	+12.2%	Shares	Sole	2023-07-21
2023-03-31	$5,298,772	17,288	+7.4%	Shares	Sole	2023-05-15
2022-12-31	$5,013,991	16,103	+9.4%	Shares	Sole	2023-02-10
2022-09-30	$3,708,452	14,719	+3.5%	Shares	Sole	2022-11-03
2022-06-30	$3,381,473	14,227	+17.3%	Shares	Sole	2022-08-15
2022-03-31	$3,642,465	12,127	-5.4%	Shares	Sole	2022-05-16
2021-09-30	$3,387,339	12,825	-0.4%	Shares	Sole	2021-11-10
2021-06-30	$3,204,329	12,875	+14.1%	Shares	Sole	2021-08-04
2021-03-31	$2,622,268	11,281	+15.4%	Shares	Sole	2021-04-30
2020-12-31	$1,899,770	9,776	+12.2%	Shares	Sole	2021-01-29
2020-09-30	$1,342,452	8,711	+14.1%	Shares	Sole	2020-11-05
2020-06-30	$1,145,105	7,632	+6.9%	Shares	Sole	2020-07-23
2020-03-31	$731,707	7,140	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.