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Ameriprise Financial shares owned by Custom Portfolio Group

Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Custom Portfolio Group from 13F filings

Historical chart of Custom Portfolio Group investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

All positions including Ameriprise Financial held by Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ameriprise Financial by Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $18k 42 427.19
2024-03-31 $18k 42 438.43
2023-12-31 $16k 42 379.83

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding Ameriprise Financial

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Reed Conner & Birdwell
Geode Capital Management
Morgan Stanley
Robeco Investment Management
Ubs Global Asset Management Americas
Nuveen Asset Management
UBS Group
Goldman Sachs Group
FMR
Dimensional Fund Advisors
Northern Trust

View all funds holding Ameriprise Financial