아메리프라이즈 파이낸셜, Inc.
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionColony Group, LLC
Latest Disclosed Ownership35,507 shares
Latest Disclosed Value $ 17,410,900
Colony Group, LLC reports 41.15% increase in ownership of AMP / Ameriprise Financial, Inc.

On February 13, 2026 - Colony Group, LLC filed a 13F-HR form disclosing ownership of 35,507 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $17,410,900 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 25,156 shares of Ameriprise Financial, Inc.. This represents a change in shares of 41.15% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-13 2025-12-31 13F AMERIPRISE FINL COM 03076C106 35,507 10,351 41.15 17,411 44.33 0.0198
2025-11-14 2025-09-30 13F AMERIPRISE FINL COM 03076C106 25,156 4,354 20.93 12,063 8.66 0.0195
2025-08-14 2025-06-30 13F AMERIPRISE FINL COM 03076C106 20,802 840 4.21 11,103 14.88 0.0241
2025-05-20 2025-03-31 13F/A-1 AMERIPRISE FINL COM 03076C106 19,962 105 0.53 9,665 -8.60 0.0242
2025-05-15 2025-03-31 13F AMERIPRISE FINL COM 03076C106 19,962 418 9,665 0.0242
2025-05-29 2024-12-31 13F/A-2 AMERIPRISE FINL COM 03076C106 19,857 5,260 36.03 10,573 54.96 0.0275
2025-05-20 2024-12-31 13F/A-1 AMERIPRISE FINL COM 03076C106 19,544 4,947 10,573 0.0275
2025-02-14 2024-12-31 13F AMERIPRISE FINL COM 03076C106 19,544 4,947 10,573 0.0275
2024-11-14 2024-09-30 13F AMERIPRISE FINL COM 03076C106 14,597 8,008 121.54 6,823 341,050.00 0.0217
2024-08-15 2024-06-30 13F AMERIPRISE FINL COM 03076C106 6,589 947 16.78 3 0.00 0.0095
2024-05-16 2024-03-31 13F AMERIPRISE FINANCIAL Common 03076C106 5,642 3,737 196.17 2 0.0201
2024-02-15 2023-12-31 13F AMERIPRISE FINL COM 03076C106 1,905 1,905 1 0.0095
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.