아메리프라이즈 파이낸셜, Inc.
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionSmartleaf Asset Management LLC
Latest Disclosed Ownership3,512 shares
Latest Disclosed Value $ 1,539,995
Smartleaf Asset Management LLC reports 2.18% increase in ownership of AMP / Ameriprise Financial, Inc.

On May 15, 2026 - Smartleaf Asset Management LLC filed a 13F-HR form disclosing ownership of 3,512 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $1,539,995 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,437 shares of Ameriprise Financial, Inc.. This represents a change in shares of 2.18% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F AMERIPRISE FINL COM 03076C106 3,512 75 2.18 1,540 -9.42 0.0556
2026-02-13 2025-12-31 13F AMERIPRISE FINL COM 03076C106 3,437 -146 -4.07 1,700 -5.08 0.0644
2025-11-05 2025-09-30 13F AMERIPRISE FINL COM 03076C106 3,583 694 24.02 1,790 17.38 0.1108
2025-08-14 2025-06-30 13F AMERIPRISE FINL COM 03076C106 2,889 239 9.02 1,526 19.33 0.1345
2025-05-14 2025-03-31 13F AMERIPRISE FINL COM 03076C106 2,650 69 2.67 1,278 -6.65 0.1234
2025-02-05 2024-12-31 13F AMERIPRISE FINL COM 03076C106 2,581 1,103 74.63 1,370 97.83 0.1397
2024-11-13 2024-09-30 13F AMERIPRISE FINL COM 03076C106 1,478 281 23.48 693 34.37 0.0841
2024-10-08 2024-06-30 13F/A-1 AMERIPRISE FINL COM 03076C106 1,197 948 380.72 515 376.85 0.0845
2024-08-13 2024-06-30 13F AMERIPRISE FINL COM 03076C106 1,197 948 515 0.0845
2024-10-07 2024-03-31 13F/A-1 AMERIPRISE FINL COM 03076C106 249 197 378.85 109 468.42 0.0210
2024-05-03 2024-03-31 13F AMERIPRISE FINL COM 03076C106 249 197 37 0.0090
2024-02-12 2023-12-31 13F AMERIPRISE FINL COM 03076C106 52 52 20 0.0053
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.