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Ameriprise Financial shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

All positions including Ameriprise Financial held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ameriprise Financial by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $268k 547 490.65
2024-09-30 $12k 25 469.80

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View all positions for Capital Performance Advisors

Top funds holding Ameriprise Financial

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Geode Capital Management
Reed Conner & Birdwell
Northern Trust
Robeco Investment Management
Goldman Sachs Group
UBS Group
Dimensional Fund Advisors
Nuveen
Ubs Global Asset Management Americas
Federated Investors
Deutsche Bank Aktiengesellschaft

View all funds holding Ameriprise Financial