Copeland Capital Management, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1541743
Conshohocken, PA
Position in AMP
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$14,044,817
-$2,222,212 QoQ
Shares Held
31,604
-4.7% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 36%
Shared 60%
None 4%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Copeland Capital Management, LLC holds $125,264,927 across 9 Asset Management names. AMP ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNS |
Cohen & Steers, Inc.
|
804,516 | $50,322,475 | |
| 2 | HLNE |
Hamilton Lane INC
|
505,806 | $50,277,115 | |
| 3 | AMP |
Ameriprise Financial Inc
This page
|
31,604 | $14,044,817 | |
| 4 | ARES |
Ares Management Corp
|
87,149 | $9,507,955 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
|
17,004 | $755,827 | |
| 6 | BLK |
BlackRock, Inc.
|
298 | $286,589 | |
| 7 | RPC |
Ridgepost Capital, Inc.
|
5,705 | $41,418 | |
| 8 | SEIC |
Sei Investments Co
|
221 | $17,341 |
All Filings in AMP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,044,817 | 31,604 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $16,267,029 | 33,175 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $16,998,232 | 34,602 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $19,349,847 | 36,254 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $17,619,666 | 36,396 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $19,835,679 | 37,255 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $20,166,593 | 42,925 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $19,062,926 | 44,624 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $18,891,941 | 43,089 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $14,161,960 | 37,285 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $12,566,082 | 38,116 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $12,941,284 | 38,961 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $7,808,087 | 25,475 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $10,161,248 | 32,634 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $8,736,869 | 34,677 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $8,583,575 | 36,114 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $11,452,426 | 38,129 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||