CWM, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1535847 OMAHA, NE

Position in AMP

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$14,054,150

+$3,190,668 QoQ

Shares Held

31,625

+42.7% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 2.6277510751328106.ToString("F0")% Shared 0.ToString("F0")% None 97.3722489248672.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $156,736,270 across 274 Asset Management names. AMP ranks #2 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	161,324	$14,541,745
2	AMP	Ameriprise Financial Inc This page	31,625	$14,054,150
3	BLK	BlackRock, Inc.	13,303	$12,793,628
4	KKR	KKR & Co. Inc.	121,243	$11,214,977
5	BX	Blackstone Inc.	89,727	$10,317,707
6	NTRS	Northern Trust Corp	66,054	$9,219,156
7	JHG	Janus Henderson Group Ltc.	160,591	$8,249,559
8	IVZ	Invesco Ltd.	296,702	$7,206,891

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,054,150	31,625	+42.7%	Shares	Sole	2026-05-14
2025-12-31	$10,863,482	22,155	+302.1%	Shares	Sole	2026-01-26
2025-09-30	$2,706,787	5,510	-5.9%	Shares	Sole	2025-10-15
2025-06-30	$3,125,522	5,856	-7.8%	Shares	Sole	2025-07-25
2025-03-31	$3,075,550	6,353	+40.6%	Shares	Sole	2025-05-01
2024-12-31	$2,406,583	4,520	+55.3%	Shares	Sole	2025-02-04
2024-09-30	$1,367,147	2,910	-7.1%	Shares	Sole	2024-10-08
2024-06-30	$1,338,813	3,134	+0.2%	Shares	Sole	2024-07-10
2024-03-31	$1,371,440	3,128	-5.2%	Shares	Sole	2024-04-05
2023-12-31	$1,253,818	3,301	+35.7%	Shares	Sole	2024-02-01
2023-09-30	$802,111	2,433	+2.9%	Shares	Sole	2023-10-11
2023-06-30	$785,226	2,364	+11.0%	Shares	Sole	2023-08-03
2023-03-31	$652,538	2,129	-1.0%	Shares	Sole	2023-05-01
2022-12-31	$669,445	2,150	+15.9%	Shares	Sole	2023-02-01
2022-09-30	$467,367	1,855	+5.5%	Shares	Sole	2022-10-27
2022-06-30	$417,841	1,758	+41.1%	Shares	Sole	2022-07-28
2022-03-31	$374,248	1,246	+115.9%	Shares	Sole	2022-04-21
2021-06-30	$143,603	577	0.0%	Shares	Sole	2021-09-15
2021-03-31	$134,123	577	0.0%	Shares	Sole	2021-09-15
2020-12-31	$112,128	577	0.0%	Shares	Sole	2021-09-15
2020-09-30	$88,921	577	0.0%	Shares	Sole	2021-09-15
2020-06-30	$86,573	577	0.0%	Shares	Sole	2021-09-15
2020-03-31	$59,130	577	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.