Gradient Capital Advisors »

Ameriprise Financial shares owned by Gradient Capital Advisors

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

Historical chart of Gradient Capital Advisors investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

All positions including Ameriprise Financial held by Gradient Capital Advisors 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 Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.9M 5.9k 492.37

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Global Core Plus Fixed Income Etf Etf (DFGP)
Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
U.s. Targeted Value Portfolio: Etf Class Shares Etf (DFAT)
Vanguard Morningstar Large-cap Etf Etf (VV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab U.s. Large-cap Etf Etf (SCHX)

View all positions for Gradient Capital Advisors

Top funds holding Ameriprise Financial

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
Reed Conner & Birdwell
Goldman Sachs Group
Nuveen
AQR Capital Management
Norges Bank Investment Management
Robeco Investment Management
FMR
Jpmorgan Chase & Co
Northern Trust
Dimensional Fund Advisors

View all funds holding Ameriprise Financial