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Ameriprise Financial shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

All positions including Ameriprise Financial held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ameriprise Financial by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $300k 674 444.40
2025-06-30 $214k 400 533.73
2024-12-31 $214k 401 532.43

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View all positions for Roehl & Yi Investment Advisors

Top funds holding Ameriprise Financial

Vanguard Group
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
Reed Conner & Birdwell
Morgan Stanley
Nuveen
AQR Capital Management
Goldman Sachs Group
Northern Trust
UBS Group
Robeco Investment Management
FMR

View all funds holding Ameriprise Financial