Perpetual Ltd
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Perpetual Ltd’s Ameriprise Financial AMP Stock Holding History

Perpetual Ltd’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$242K Buy
+492
New +$264K ﹤0.01% 377
2016
Q1 		– Sell
-66,700
Closed -$7.1M – 188
2015
Q4 		$7.1M Buy
+66,700
New +$7.45M 0.79% 34

Other funds holding AMP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Perpetual Ltd's AMP Position: Q3 2026 in Review

Perpetual Ltd opened a new position in Ameriprise Financial (AMP) in Q3 2026: 492 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #377 among its holdings. This is a return to the name: Perpetual Ltd previously reported a position in AMP as recently as Q4 2015.

Perpetual Ltd first reported a position in AMP in Q4 2015 and has held it in 2 quarters since. The position peaked at $7.1M in Q4 2015. 937 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Perpetual Ltd held 492 shares of Ameriprise Financial worth $242K as of Q3 2026.
  • Ameriprise Financial was a new Perpetual Ltd position in Q3 2026.
  • Ameriprise Financial made up ﹤0.01% of Perpetual Ltd's portfolio in Q3 2026, its #377 holding.
  • Perpetual Ltd first reported a position in Ameriprise Financial in Q4 2015 and has held it in 2 quarters since.
  • Perpetual Ltd's Ameriprise Financial position peaked at $7.1M in Q4 2015.
  • 937 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.