YHB Investment Advisors, Inc.

Position in AMP — Ameriprise Financial Inc

CIK 1469219 West Hartford, CT

Position in AMP

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$216,867

-$95,969 QoQ

Shares Held

488

-23.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

YHB Investment Advisors, Inc. holds $6,266,499 across 6 Asset Management names. AMP ranks #6 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	3,225	$3,101,514
2	APO	Apollo Global Management, Inc.	12,357	$1,376,816
3	NMZ	Nuveen Municipal High Income Opportunity Fund	53,055	$550,710
4	CEF	Sprott Physical Gold & Silver Trust	11,105	$529,930
5	BX	Blackstone Inc.	4,267	$490,662
6	AMP	Ameriprise Financial Inc This page	488	$216,867

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$216,867	488	-23.5%	Shares	Sole	2026-04-13
2025-12-31	$312,836	638	-0.5%	Shares	Sole	2026-01-16
2025-09-30	$314,891	641	+0.5%	Shares	Sole	2025-10-08
2025-06-30	$340,519	638	-1.1%	Shares	Sole	2025-07-10
2025-03-31	$312,250	645	+32.2%	Shares	Sole	2025-04-23
2024-12-31	$259,825	488	0.0%	Shares	Sole	2025-01-22
2024-09-30	$229,267	488	0.0%	Shares	Sole	2024-10-22
2024-06-30	$208,468	488	0.0%	Shares	Sole	2024-08-01
2024-03-31	$213,958	488	-54.5%	Shares	Sole	2024-08-15
2023-03-31	$328,874	1,073	0.0%	Shares	Sole	2023-05-08
2022-12-31	$334,100	1,073	0.0%	Shares	Sole	2023-01-12
2022-09-30	$270,342	1,073	0.0%	Shares	Sole	2022-11-03
2022-06-30	$255,030	1,073	0.0%	Shares	Sole	2022-07-14
2022-03-31	$322,286	1,073	+3.9%	Shares	Sole	2022-04-14
2021-09-30	$272,835	1,033	0.0%	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.