YHB Investment Advisors, Inc.
Position in AMP — Ameriprise Financial Inc
CIK 1469219
West Hartford, CT
Position in AMP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$219,287
+$2,420 QoQ
Shares Held
478
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,064
of 1,374 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026YHB Investment Advisors, Inc. holds $6,743,441 across 7 Asset Management names. AMP ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,223 | $3,099,107 | |
| 2 | APO |
Apollo Global Management, Inc.
|
12,187 | $1,441,843 | |
| 3 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
82,213 | $868,991 | |
| 4 | BX |
Blackstone Inc.
|
3,910 | $460,089 | |
| 5 | CEF |
Sprott Physical Gold & Silver Trust
|
11,105 | $446,754 | |
| 6 | AMP |
Ameriprise Financial Inc
This page
|
478 | $219,287 | |
| 7 | TROW |
Price T Rowe Group Inc
|
1,824 | $207,370 |
All Filings in AMP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,287 | 478 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $216,867 | 488 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $312,836 | 638 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $314,891 | 641 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $340,519 | 638 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $312,250 | 645 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $259,825 | 488 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $229,267 | 488 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $208,468 | 488 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $213,958 | 488 | Shares | Sole | 2024-08-15 | |
| 2023-03-31 | $328,874 | 1,073 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $334,100 | 1,073 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $270,342 | 1,073 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $255,030 | 1,073 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $322,286 | 1,073 | Shares | Sole | 2022-04-14 | |
| 2021-09-30 | $272,835 | 1,033 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $257,093 | 1,033 | Shares | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||