아메리프라이즈 파이낸셜, Inc.
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership983,096 shares
Latest Disclosed Value $ 436,887,842
First Trust Advisors Lp reports 18.67% increase in ownership of AMP / Ameriprise Financial, Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 983,096 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $436,887,842 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 828,437 shares of Ameriprise Financial, Inc.. This represents a change in shares of 18.67% 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)
2026-05-13 2026-03-31 13F AMERIPRISE FINL COM 03076C106 983,096 154,659 18.67 436,888 7.55 0.3122
2026-02-13 2025-12-31 13F AMERIPRISE FINL COM 03076C106 828,437 381,754 85.46 406,216 85.12 0.2952
2025-11-12 2025-09-30 13F AMERIPRISE FINL COM 03076C106 446,683 33,717 8.16 219,433 -0.44 0.1631
2025-08-13 2025-06-30 13F AMERIPRISE FINL COM 03076C106 412,966 -150,368 -26.69 220,412 -19.18 0.1773
2025-05-14 2025-03-31 13F AMERIPRISE FINL COM 03076C106 563,334 106,792 23.39 272,716 12.19 0.2415
2025-02-13 2024-12-31 13F AMERIPRISE FINL COM 03076C106 456,542 2,825 0.62 243,076 14.03 0.2143
2024-11-13 2024-09-30 13F AMERIPRISE FINL COM 03076C106 453,717 -13,386 -2.87 213,161 6.83 0.2031
2024-08-13 2024-06-30 13F AMERIPRISE FINL COM 03076C106 467,103 398,243 578.34 199,542 560.95 0.2034
2024-05-13 2024-03-31 13F AMERIPRISE FINL COM 03076C106 68,860 -495,250 -87.79 30,191 -85.91 0.0306
2024-02-13 2023-12-31 13F AMERIPRISE FINL COM 03076C106 564,110 512,884 1,001.22 214,266 1,168.74 0.2338
2023-11-13 2023-09-30 13F AMERIPRISE FINL COM 03076C106 51,226 -4,866 -8.68 16,888 -9.36 0.0200
2023-08-14 2023-06-30 13F AMERIPRISE FINL COM 03076C106 56,092 -7,298 -11.51 18,632 -4.11 0.0212
2023-05-15 2023-03-31 13F AMERIPRISE FINL COM 03076C106 63,390 -5,075 -7.41 19,429 -8.86 0.0224
2023-02-09 2022-12-31 13F AMERIPRISE FINL COM 03076C106 68,465 45,293 195.46 21,318 265.16 0.0254
2022-11-14 2022-09-30 13F AMERIPRISE FINL COM 03076C106 23,172 -24,688 -51.58 5,838 -48.68 0.0076
2022-08-12 2022-06-30 13F AMERIPRISE FINL COM 03076C106 47,860 -3,268 -6.39 11,375 -25.93 0.0140
2022-05-13 2022-03-31 13F AMERIPRISE FINL COM 03076C106 51,128 -4,808 -8.60 15,357 -8.99 0.0157
2022-02-08 2021-12-31 13F AMERIPRISE FINL COM 03076C106 55,936 38,626 223.14 16,874 269.07 0.0164
2021-11-15 2021-09-30 13F AMERIPRISE FINL COM 03076C106 17,310 -580 -3.24 4,572 2.70 0.0049
2021-10-12 2021-06-30 13F/A-1 AMERIPRISE FINL COM 03076C106 17,890 -19,127 -51.67 4,452 -48.26 0.0048
2021-08-16 2021-06-30 13F AMERIPRISE FINL COM 03076C106 17,890 -19,127 4,452 0.0046
2021-05-14 2021-03-31 13F AMERIPRISE FINL COM 03076C106 37,017 -13,055 -26.07 8,605 -11.56 0.0104
2021-02-02 2020-12-31 13F AMERIPRISE FINL COM 03076C106 50,072 -12,399 -19.85 9,730 1.07 0.0129
2020-11-05 2020-09-30 13F AMERIPRISE FINL COM 03076C106 62,471 36,537 140.88 9,627 147.42 0.0154
2020-07-22 2020-06-30 13F AMERIPRISE FINL COM 03076C106 25,934 -202,115 -88.63 3,891 -83.35 0.0067
2020-05-06 2020-03-31 13F AMERIPRISE FINL COM 03076C106 228,049 3,051 1.36 23,370 -37.65 0.0529
2020-02-03 2019-12-31 13F AMERIPRISE FINL COM 03076C106 224,998 8,354 3.86 37,480 17.61 0.0640
2019-11-04 2019-09-30 13F AMERIPRISE FINL COM 03076C106 216,644 58,338 36.85 31,868 38.68 0.0600
2019-07-30 2019-06-30 13F AMERIPRISE FINL COM 03076C106 158,306 -14,196 -8.23 22,980 3.99 0.0433
2019-06-19 2019-03-31 13F/A-1 AMERIPRISE FINL COM 03076C106 172,502 37,965 28.22 22,098 57.37 0.0439
2019-05-09 2019-03-31 13F AMERIPRISE FINL COM 03076C106 172,502 37,965 22,098
2019-02-07 2018-12-31 13F AMERIPRISE FINL COM 03076C106 134,537 6,033 4.69 14,042 -26.00 0.0333
2018-10-25 2018-09-30 13F AMERIPRISE FINL COM 03076C106 128,504 46,011 55.78 18,975 64.44 0.0353
2018-08-02 2018-06-30 13F AMERIPRISE FINL COM 03076C106 82,493 -133,606 -61.83 11,539 -63.91 0.0239
2018-04-23 2018-03-31 13F AMERIPRISE FINL COM 03076C106 216,099 95,954 79.87 31,970 57.02 0.0734
2018-02-08 2017-12-31 13F AMERIPRISE FINL COM 03076C106 120,145 24,457 25.56 20,361 43.28 0.0485
2017-10-24 2017-09-30 13F AMERIPRISE FINL COM 03076C106 95,688 -32,653 -25.44 14,211 -13.01 0.0366
2017-08-02 2017-06-30 13F AMERIPRISE FINL COM 03076C106 128,341 -18,049 -12.33 16,337 -13.94 0.0436
2017-05-02 2017-03-31 13F AMERIPRISE FINL COM 03076C106 146,390 11,030 8.15 18,984 26.42 0.0526
2017-02-06 2016-12-31 13F AMERIPRISE FINL COM 03076C106 135,360 -10,709 -7.33 15,017 3.05 0.0447
2016-11-01 2016-09-30 13F AMERIPRISE FINL COM 03076C106 146,069 34,944 31.45 14,573 45.95 0.0435
2016-08-04 2016-06-30 13F AMERIPRISE FINL COM 03076C106 111,125 92,537 497.83 9,985 471.55 0.0314
2016-05-10 2016-03-31 13F AMERIPRISE FINL COM 03076C106 18,588 -7,256 -28.08 1,747 -36.47 0.0056
2016-05-04 2015-12-31 13F/A-1 AMERIPRISE FINL COM 03076C106 25,844 -23,529 -47.66 2,750 -48.96 0.0071
2016-02-03 2015-12-31 13F AMERIPRISE FINL COM 03076C106 25,844 2,750
2015-11-05 2015-09-30 13F AMERIPRISE FINL COM 03076C106 49,373 -14,025 -22.12 5,388 -31.97 0.0156
2015-08-04 2015-06-30 13F AMERIPRISE FINL COM 03076C106 63,398 -26,788 -29.70 7,920 -32.88 0.0206
2015-05-04 2015-03-31 13F AMERIPRISE FINL COM 03076C106 90,186 -90,662 -50.13 11,800 -50.66 0.0347
2015-02-13 2014-12-31 13F AMERIPRISE FINL COM 03076C106 180,848 46,844 34.96 23,917 44.66 0.0807
2014-11-12 2014-09-30 13F AMERIPRISE FINL COM 03076C106 134,004 14,051 11.71 16,533 14.86 0.0650
2014-08-11 2014-06-30 13F AMERIPRISE FINL COM 03076C106 119,953 -22,390 -15.73 14,394 -8.13 0.0598
2014-05-12 2014-03-31 13F AMERIPRISE FINL COM 03076C106 142,343 20,276 16.61 15,668 11.56 0.0689
2014-08-08 2013-12-31 13F/A-1 AMERIPRISE FINL COM 03076C106 122,067 18,061 17.37 14,044 48.25 0.0681
2014-02-13 2013-12-31 13F AMERIPRISE FINL COM 03076C106 122,067 14,044
2013-11-12 2013-09-30 13F AMERIPRISE FINL COM 03076C106 104,006 49,325 90.21 9,473 114.18 0.0513
2013-08-12 2013-06-30 13F AMERIPRISE FINL COM 03076C106 54,681 54,681 4,423 0.0288
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.