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Ameriprise Financial shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning Group investment in Ameriprise Financial

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

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Quarterly reported holdings in Ameriprise Financial by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.0k 18 444.39

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

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