Position in AMP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,011,759
+$90,274 QoQ
Shares Held
6,565
-0.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#401
of 1,371 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CARRET ASSET MANAGEMENT, LLC holds $10,225,046 across 7 Asset Management names. AMP ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
36,019 | $4,238,355 | |
| 2 | AMP |
Ameriprise Financial Inc
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|
6,565 | $3,011,759 | |
| 3 | CG |
Carlyle Group Inc.
|
18,040 | $759,664 | |
| 4 | PFG |
Principal Financial Group Inc
|
6,298 | $678,798 | |
| 5 | KKR |
KKR & Co. Inc.
|
7,362 | $675,684 | |
| 6 | APO |
Apollo Global Management, Inc.
|
5,000 | $591,550 | |
| 7 | BLK |
BlackRock, Inc.
|
280 | $269,236 |
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,011,759 | 6,565 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,921,485 | 6,574 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,223,495 | 6,574 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,278,111 | 6,673 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,588,266 | 6,723 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,349,072 | 6,918 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,723,282 | 6,993 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,304,173 | 7,033 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,068,505 | 7,183 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,193,158 | 7,283 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,795,548 | 7,360 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,513,810 | 7,625 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,534,380 | 7,630 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,361,276 | 7,704 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,514,001 | 8,074 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $2,040,543 | 8,099 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,966,564 | 8,274 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,485,178 | 8,274 | Shares | Sole | 2022-04-13 | |
| 2021-09-30 | $2,246,076 | 8,504 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $2,187,406 | 8,789 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,043,003 | 8,789 | Shares | Sole | 2021-07-14 | |
| 2020-12-31 | $1,715,739 | 8,829 | Shares | Sole | 2021-03-16 | |
| 2020-09-30 | $1,407,948 | 9,136 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,424,029 | 9,491 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,057,696 | 10,321 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||