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Ameriprise Financial shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ameriprise Financial by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $30k 60 493.77
2025-09-30 $29k 60 479.43
2025-06-30 $30k 60 504.97

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Fidelity Limited Term Bond Etf (FLTB)
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Fidelity Enhanced Small Cap Etf (FESM)
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SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

Top funds holding Ameriprise Financial

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

View all funds holding Ameriprise Financial