Rakuten Investment Management, Inc.

Position in AMP — Ameriprise Financial Inc

CIK 2062680 TOKYO, M0

Position in AMP

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$6,766,251

+$709,079 QoQ

Shares Held

14,749

+8.2% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#278

of 1,371 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Rakuten Investment Management, Inc. holds $70,505,869 across 13 Asset Management names. AMP ranks #5 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	121,723	$14,323,145
2	KKR	KKR & Co. Inc.	109,209	$10,023,202
3	APO	Apollo Global Management, Inc.	73,021	$8,639,114
4	STT	State Street Corp	45,381	$7,696,617
5	AMP	Ameriprise Financial Inc This page	14,749	$6,766,251
6	NTRS	Northern Trust Corp	29,734	$5,168,958
7	RJF	Raymond James Financial Inc	28,595	$4,347,297
8	TROW	Price T Rowe Group Inc	35,238	$4,006,208

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,766,251	14,749	+8.2%	Shares	Sole	2026-08-18
2026-03-31	$6,057,172	13,630	+11.0%	Shares	Sole	2026-05-12
2025-12-31	$6,020,884	12,279	-46.7%	Shares	Sole	2026-02-17
2025-09-30	$11,311,522	23,026	+161.2%	Shares	Sole	2025-10-30
2025-03-31	$4,267,429	8,815	+57.9%	Shares	Sole	2025-05-15
2024-09-30	$2,623,419	5,584	+31.7%	Shares	Sole	2025-05-15
2024-06-30	$1,811,712	4,241	+56.9%	Shares	Sole	2025-05-15
2024-03-31	$1,185,103	2,703	+972.6%	Shares	Sole	2025-05-15
2023-12-31	$95,717	252	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.