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AMP Ltd ASX:AMP

Wealth Management Turnaround Asset Management Capital Management

4 opened or increased3 held0 reduced or exitedlatest position by manager, past 12 months90 days: 1 increased, 0 reduced. 8 managers in total.

Position history by manager Showing 3 of 8 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

5 more managers have commented on AMPPro shows the full position history for all 8 managers.

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2026

3 Sep 2025 to today

Commentary Showing 2 of 14

DateManagerActionSummary

27 Aug 2026Solaris Investment ManagementInitiatedSolaris Investment Management now holds a long position in AMP, naming it the fund's standout long, up roughly 38% over the year, having reversed from a short position held three years earlier. The manager judged the market was underestimating the value of AMP's China pension partnership and the improving outlook for its North platform, with a July profit-guidance upgrade helping validate the thesis.

Wealth ManagementArticle, price recorded $2.35

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17 Aug 2026Wilson Asset ManagementHeldWilson Asset Management continues to hold AMP and remains positive on its transition towards a simpler, more growth-focused business because first-half 2026 results showed underlying profit rising 33% to $174 million, with customer flows improving across the platform and superannuation businesses. Profit from AMP's China Life partnerships more than doubled to $56 million. Wilson notes AMP also increased its interim dividend to 3 cents per share and announced a further $150 million on-market share buyback. Following management meetings post-result, Wilson expects continued improvement in customer flows, China earnings and operating margins, with scope for further capital return to shareholders.

Capital Management Wealth ManagementNewsletter, price recorded $2.30

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12 more comments on AMPPro shows every comment, with a link to each source document.

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First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 8 managers first commented on AMP.

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Articles

27 Aug 2026AMP Nearly Doubled After Its Hidden China Pension Asset Came Into View
20 Jul 2026AMP's North Platform Turnaround Survives a Rocky FY25 Result

About AMP Ltd

Financials, Diversified Financial Services

AMP (ASX:AMP), the wealth management and banking group, has been a standout turnaround for fund managers. In August 2026, Pendal Group reported AMP's first-half profit rose 33%, as guided in July, beating prior consensus by 24%, with the market upgrading forecasts. Solaris named AMP its fund's standout long, up around 38% for the year, after it had been short three years earlier, and noted a 34% gain in July following a profit guidance upgrade. Wilson Asset Management described AMP's superannuation, banking and wealth businesses. AMP operates in the Financials sector within the Diversified Financial Services industry, and Thesis Tracker has captured 14 comments from 8 fund managers, including Pendal, Solaris and Wilson. Founded in 1849 and headquartered in Sydney, AMP provides superannuation, retirement income, investment platforms, financial advice and banking through AMP Bank, after selling its asset management businesses.

Market cap: $5.8b
Price to earnings: 33.0x
Return on equity: 5.1%
Dividend yield: 1.7%
Price to book: 1.61x
Net margin: 6.7%
52-week range: $1.14 to $2.67

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in AMP Ltd (ASX:AMP)?

Fund managers including Wilson Asset Management, Centennial Asset Management and Solaris Investment Management have invested in AMP Ltd (ASX:AMP).

What opportunities or catalysts do fund managers highlight for AMP Ltd?

Managers highlight a sharp profit upgrade, 33% profit growth, strong growth across platforms and banking and a successful turnaround, according to Pendal and Solaris.

What are the key risks to the AMP Ltd investment thesis, according to fund managers?

The available commentary is positive, though AMP has a long history of disappointments, and its earnings remain sensitive to investment markets and bank margins.

What does AMP Ltd (ASX:AMP) do?

Founded in 1849 and headquartered in Sydney, Australia, AMP Ltd. is a financial services provider. Its core business offerings include financial advice, superannuation, retirement income, banking, and investment products. The company operates through five key segments: AMP Bank, providing mortgages and deposits; Platforms, delivering retirement and investment solutions; Superannuation & Investments, offering individual and corporate super products like SignatureSuper; New Zealand Wealth Management, focusing on regional wealth solutions; and Group, which manages corporate costs, debt interest, and partnership activities.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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