Covestor Ltd

Position in AMP — Ameriprise Financial Inc

CIK 1909846 LONDON, X0

Position in AMP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$31,654

-$342 QoQ

Shares Held

-4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,207

of 1,372 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Financial Services · as of Jun 30, 2026

Covestor Ltd holds $1,346,363 across 49 Asset Management names. AMP ranks #15 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	1,697	$192,931
2	SII	Sprott Inc.	1,485	$165,941
3	CNS	Cohen & Steers, Inc.	1,324	$100,809
4	APO	Apollo Global Management, Inc.	775	$91,690
5	SEIC	Sei Investments Co	1,029	$90,253
6	BAM	Brookfield Asset Management Ltd.	1,878	$84,228
7	ARES	Ares Management Corp	590	$65,672
8	BEN	Franklin Resources Inc	1,924	$64,011

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,654	69	-4.2%	Shares	Sole	2026-08-07
2026-03-31	$31,996	72	-20.9%	Shares	Sole	2026-05-05
2025-12-31	$44,620	91	-27.8%	Shares	Sole	2026-02-06
2025-09-30	$61,897	126	+31.2%	Shares	Sole	2025-10-30
2025-06-30	$51,238	96	+2.1%	Shares	Sole	2025-08-11
2025-03-31	$45,506	94	+1.1%	Shares	Sole	2025-05-12
2024-12-31	$49,515	93	-14.7%	Shares	Sole	2025-02-13
2024-09-30	$51,209	109	-3.5%	Shares	Sole	2024-11-01
2024-06-30	$48,272	113	+52.7%	Shares	Sole	2024-08-09
2024-03-31	$32,444	74	-1.3%	Shares	Sole	2024-05-10
2023-12-31	$28,487	75	-25.0%	Shares	Sole	2024-02-09
2023-09-30	$32,968	100	-7.4%	Shares	Sole	2023-11-13
2023-06-30	$35,873	108	-37.9%	Shares	Sole	2023-08-11
2023-03-31	$53,331	174	-46.3%	Shares	Sole	2023-05-15
2022-12-31	$100,883	324	-36.2%	Shares	Sole	2023-02-14
2022-09-30	$127,990	508	+71.6%	Shares	Sole	2022-11-14
2022-06-30	$70,353	296	+53.4%	Shares	Sole	2022-08-10
2022-03-31	$57,969	193	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.