Position in AMP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,225,540
-$356,323 QoQ
Shares Held
7,031
-12.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#390
of 1,378 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Vontobel Holding Ltd. holds $96,659,141 across 17 Asset Management names. AMP ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
71,356 | $68,613,072 | |
| 2 | IVZ |
Invesco Ltd.
|
223,269 | $5,892,068 | |
| 3 | KKR |
KKR & Co. Inc.
|
37,060 | $3,401,365 | |
| 4 | AMP |
Ameriprise Financial Inc
This page
|
7,031 | $3,225,540 | |
| 5 | STT |
State Street Corp
|
16,101 | $2,730,728 | |
| 6 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
68,789 | $2,686,210 | |
| 7 | CG |
Carlyle Group Inc.
|
49,844 | $2,098,930 | |
| 8 | APO |
Apollo Global Management, Inc.
|
14,000 | $1,656,337 |
All Filings in AMP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,225,540 | 7,031 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $3,581,863 | 8,060 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $4,368,927 | 8,910 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,365,246 | 8,886 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $4,054,745 | 7,597 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $3,751,367 | 7,749 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $3,760,552 | 7,063 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $4,462,724 | 9,499 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $4,167,664 | 9,756 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $7,160,601 | 16,332 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $6,267,953 | 16,502 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $5,591,701 | 16,961 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $5,551,388 | 16,713 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $3,620,071 | 11,811 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $1,123,421 | 3,608 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $451,492 | 1,792 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $416,890 | 1,754 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $614,836 | 2,047 | Shares | Defined | 2022-05-13 | |
| 2021-09-30 | $931,286 | 3,526 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $855,897 | 3,439 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $840,539 | 3,616 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $863,990 | 4,446 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||