Envestnet Portfolio Solutions, Inc.

Position in AMP — Ameriprise Financial Inc

CIK 1998033 BERWYN, PA

Position in AMP

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$1,239,876

-$5,155,628 QoQ

Shares Held

2,790

-78.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Envestnet Portfolio Solutions, Inc. holds $51,217,220 across 22 Asset Management names. AMP ranks #8 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	163,970	$14,780,255
2	BEN	Franklin Resources Inc	508,271	$12,005,361
3	BX	Blackstone Inc.	56,517	$6,498,889
4	BLK	BlackRock, Inc.	5,966	$5,737,561
5	BPRE	Bluerock Private Real Estate Fund	128,908	$2,141,161
6	RJF	Raymond James Financial Inc	12,901	$1,867,935
7	SEIC	Sei Investments Co	19,616	$1,539,267
8	AMP	Ameriprise Financial Inc This page	2,790	$1,239,876

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,239,876	2,790	-78.6%	Shares	Sole	2026-04-29
2025-12-31	$6,395,504	13,043	-9.3%	Shares	Sole	2026-02-06
2025-09-30	$7,063,683	14,379	-19.0%	Shares	Sole	2025-10-30
2025-06-30	$9,480,112	17,762	-5.6%	Shares	Sole	2025-07-25
2025-03-31	$9,109,497	18,817	-36.6%	Shares	Sole	2025-04-21
2024-12-31	$15,792,406	29,661	-4.4%	Shares	Sole	2025-02-10
2024-09-30	$14,573,506	31,020	-1.6%	Shares	Sole	2024-10-31
2024-06-30	$13,469,727	31,531	-2.6%	Shares	Sole	2024-07-16
2024-03-31	$14,196,248	32,379	+8.1%	Shares	Sole	2024-05-06
2023-12-31	$11,380,846	29,963	+5.3%	Shares	Sole	2024-02-07
2023-09-30	$9,383,352	28,462	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.