Smith Group Asset Management, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1893134 DALLAS, TX

Position in AMP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$624,372

+$157,752 QoQ

Shares Held

1,361

+29.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#723

of 1,372 holders

Holding Since

Sep 2021

10 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

Smith Group Asset Management, LLC holds $3,554,761 across 5 Asset Management names. AMP ranks #3 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	7,259	$1,231,126
2	NTRS	Northern Trust Corp	4,000	$695,360
3	AMP	Ameriprise Financial Inc This page	1,361	$624,372
4	STEP	StepStone Group Inc.	12,909	$533,916
5	APAM	Artisan Partners Asset Management Inc.	13,611	$469,987

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$624,372	1,361	+29.6%	Shares	Sole	2026-08-03
2026-03-31	$466,620	1,050	-98.5%	Shares	Sole	2026-05-18
2025-03-31	$34,896,101	72,083	+3.1%	Shares	Sole	2025-04-28
2024-12-31	$37,240,816	69,945	+0.5%	Shares	Sole	2025-01-23
2024-09-30	$32,699,245	69,601	+3.0%	Shares	Sole	2024-10-25
2024-06-30	$28,863,946	67,567	-18.9%	Shares	Sole	2024-07-31
2024-03-31	$36,529,067	83,316	+48.9%	Shares	Sole	2024-04-30
2023-12-31	$21,255,286	55,960	-29.8%	Shares	Sole	2024-02-12
2022-03-31	$23,958,215	79,765	-15.0%	Shares	Sole	2022-05-05
2021-09-30	$24,777,625	93,812	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.