ALPS Advisors’s Affiliated Managers Group AMG Stock Holding History

ALPS Advisors’s Portfolio AMG Stock Details AMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$504K	Buy	+1,820	New	+$548K	﹤0.01%	811
2016 Q1	–	Sell	-2,883	Closed	-$461K	–	633
2015 Q4	$461K	Sell	2,883 -225	-7%	-$38.7K	﹤0.01%	528
2015 Q3	$5.31K	Buy	+3,108	New	+$611K	0.01%	288
2015 Q1	–	Sell	-2,504	Closed	-$531K	–	669
2014 Q4	$531K	Sell	2,504 -342	-12%	-$67.9K	﹤0.01%	423
2014 Q3	$570K	Sell	2,846 -300	-10%	-$61.2K	﹤0.01%	436
2014 Q2	$646K	Buy	3,146 +80	+3%	+$15.5K	0.01%	286
2014 Q1	$613K	Buy	3,066 +462	+18%	+$90.7K	0.01%	219
2013 Q4	$519K	Buy	2,604 +1,260	+94%	+$251K	0.01%	335
2013 Q3	$245K	Buy	+1,344	New	+$239K	﹤0.01%	505

Other funds holding AMG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ALPS Advisors's AMG Position: Q1 2026 in Review

ALPS Advisors opened a new position in Affiliated Managers Group (AMG) in Q1 2026: 1,820 shares worth $504K. The stake represents ﹤0.01% of the portfolio and ranks #811 among its holdings. This is a return to the name: ALPS Advisors previously reported a position in AMG as recently as Q4 2015.

ALPS Advisors first reported a position in AMG in Q3 2013 and has held it in 9 quarters since. The position peaked at $646K in Q2 2014. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

ALPS Advisors held 1,820 shares of Affiliated Managers Group worth $504K as of Q1 2026.
Affiliated Managers Group was a new ALPS Advisors position in Q1 2026.
Affiliated Managers Group made up ﹤0.01% of ALPS Advisors's portfolio in Q1 2026, its #811 holding.
ALPS Advisors first reported a position in Affiliated Managers Group in Q3 2013 and has held it in 9 quarters since.
ALPS Advisors's Affiliated Managers Group position peaked at $646K in Q2 2014.
543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.