Family Wealth Group »

Ameriprise Financial shares owned by Family Wealth Group

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

Historical chart of Family Wealth Group investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ameriprise Financial by Family Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $240k 633 379.68

More positions owned by Family Wealth Group

Vanguard S&p 500 Etf idx (VOO)
Ishares Tr rus200 grw idx (IWY)
Ishares Inc core msci emkt (IEMG)
SPDR DJ Wilshire Large Cap (SPLG)
Ishares Tr core msci intl (IDEV)
Ishares Tr rus200 val idx (IWX)
Amazon (AMZN)
Vanguard Mortgage Bkd Sects ETF (VMBS)
Apple (AAPL)
iShares Barclays Credit Bond Fund (USIG)
Microsoft Corporation (MSFT)
iShares MSCI EAFE Growth Index (EFG)
SPDR Barclays Capital Aggregate Bo (SPAB)
iShares Russell Midcap Value Index (IWS)
iShares MSCI EAFE Value Index (EFV)

View all positions for Family Wealth Group

Top funds holding Ameriprise Financial

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Viking Global Investors
Ubs Global Asset Management Americas
Robeco Investment Management
UBS Group
Norges Bank Investment Management
Bank of New York Mellon
Dimensional Fund Advisors
Royal Bank of Canada
LSV Asset Management
Legal & General Group
Goldman Sachs Group
Bank of America Corporation

View all funds holding Ameriprise Financial