Ameriprise Financial, Inc.
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionAdvisory Services Network, LLC
Latest Disclosed Ownership9,791 shares
Latest Disclosed Value $ 4,351,258
Advisory Services Network, LLC reports 5.29% increase in ownership of AMP / Ameriprise Financial, Inc.

On May 15, 2026 - Advisory Services Network, LLC filed a 13F-HR form disclosing ownership of 9,791 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $4,351,258 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 9,299 shares of Ameriprise Financial, Inc.. This represents a change in shares of 5.29% 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 FINANCIAL Stock 03076C106 9,791 492 5.29 4,351 -4.56 0.0402
2026-02-17 2025-12-31 13F AMERIPRISE FINANCIAL Stock 03076C106 9,299 353 3.95 4,560 3.76 0.0645
2025-11-18 2025-09-30 13F AMERIPRISE FINL Stock 03076C106 8,946 -1,116 -11.09 4,395 -15.73 0.0645
2025-08-19 2025-06-30 13F AMERIPRISE FINL Stock 03076C106 10,062 1,257 14.28 5,214 22.34 0.0839
2025-05-15 2025-03-31 13F AMERIPRISE FINL Stock 03076C106 8,805 206 2.40 4,263 -6.90 0.0819
2025-02-13 2024-12-31 13F AMERIPRISE FINL Stock 03076C106 8,599 608 7.61 4,578 34.13 0.0853
2024-11-14 2024-09-30 13F AMERIPRISE FINL Stock 03076C106 7,991 0 0.00 3,414 0.00 0.0706
2024-08-13 2024-06-30 13F AMERIPRISE FINL Stock 03076C106 7,991 180 2.30 3,414 -0.32 0.0706
2024-05-06 2024-03-31 13F AMERIPRISE FINL Stock 03076C106 7,811 -224 -2.79 3,425 12.23 0.0759
2024-02-09 2023-12-31 13F AMERIPRISE FINL Stock 03076C106 8,035 -116 -1.42 3,052 13.55 0.0746
2023-11-14 2023-09-30 13F AMERIPRISE FINL Stock 03076C106 8,151 -749 -8.42 2,687 -9.10 0.0722
2023-08-09 2023-06-30 13F AMERIPRISE FINL Stock 03076C106 8,900 177 2.03 2,956 10.59 0.0788
2023-05-17 2023-03-31 13F AMERIPRISE FINL Stock 03076C106 8,723 700 8.72 2,674 7.01 0.0741
2023-02-13 2022-12-31 13F AMERIPRISE FINL Stock 03076C106 8,023 -8 -0.10 2,498 23.42 0.0766
2022-11-14 2022-09-30 13F AMERIPRISE FINL Stock 03076C106 8,031 51 0.64 2,024 6.69 0.0714
2022-08-02 2022-06-30 13F AMERIPRISE FINL Stock 03076C106 7,980 145 1.85 1,897 -19.38 0.0649
2022-05-23 2022-03-31 13F AMERIPRISE FINL Stock 03076C106 7,835 763 10.79 2,353 10.37 0.0693
2022-02-14 2021-12-31 13F AMERIPRISE FINL Stock 03076C106 7,072 364 5.43 2,132 20.38 0.0613
2021-11-05 2021-09-30 13F AMERIPRISE FINL Stock 03076C106 6,708 145 2.21 1,771 8.38 0.0563
2021-08-12 2021-06-30 13F AMERIPRISE FINL Stock 03076C106 6,563 199 3.13 1,634 10.41 0.0515
2021-05-24 2021-03-31 13F AMERIPRISE FINL Stock 03076C106 6,364 24 0.38 1,480 20.13 0.0550
2021-02-09 2020-12-31 13F AMERIPRISE FINL Stock 03076C106 6,340 -334 -5.00 1,232 19.84 0.0494
2020-11-16 2020-09-30 13F AMERIPRISE FINL Stock 03076C106 6,674 -543 -7.52 1,028 -4.99 0.0484
2020-08-10 2020-06-30 13F AMERIPRISE FINANCIAL Stock 03076C106 7,217 -489 -6.35 1,082 37.14 0.0594
2020-05-15 2020-03-31 13F AMERIPRISE FINL Stock 03076C106 7,706 298 4.02 789 -36.06 0.0516
2020-02-04 2019-12-31 13F AMERIPRISE FINL Stock 03076C106 7,408 967 15.01 1,234 31.98 0.0649
2019-11-04 2019-09-30 13F AMERIPRISE FINL Stock 03076C106 6,441 0 0.00 935 0.00 0.0573
2019-08-01 2019-06-30 13F AMERIPRISE FINL Stock 03076C106 6,441 643 11.09 935 25.84 0.0573
2019-05-20 2019-03-31 13F AMERIPRISE FINL Stock 03076C106 5,798 681 13.31 743 39.14 0.0522
2019-02-15 2018-12-31 13F AMERIPRISE FINL Stock 03076C106 5,117 -301 -5.56 534 -33.25 0.0466
2018-11-02 2018-09-30 13F AMERIPRISE FINL Stock 03076C106 5,418 12 0.22 800 -0.25 0.0584
2018-07-27 2018-06-30 13F AMERIPRISE FINL Stock 03076C106 5,406 -58 -1.06 802 -0.74 0.0611
2018-04-23 2018-03-31 13F AMERIPRISE FINL Stock 03076C106 5,464 170 3.21 808 -9.92 0.0645
2018-02-08 2017-12-31 13F AMERIPRISE FINL Stock 03076C106 5,294 331 6.67 897 21.71 0.0782
2017-10-12 2017-09-30 13F AMERIPRISE FINL Stock 03076C106 4,963 920 22.76 737 43.11 0.0844
2017-08-17 2017-06-30 13F AMERIPRISE FINL INC COM Stock 03076C106 4,043 155 3.99 515 2.18 0.0671
2017-04-28 2017-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 3,888 3,840 8,000.00 504 9,980.00 0.0732
2016-10-07 2016-09-30 13F AMERIPRISE FINL Stock 03076C106 48 0 0.00 5 25.00 0.0009
2016-07-27 2016-06-30 13F AMERIPRISE FINL Stock 03076C106 48 30 166.67 4 100.00 0.0009
2016-04-21 2016-03-31 13F AMERIPRISE FINL Stock 03076C106 18 -14 -43.75 2 -33.33 0.0005
2016-01-27 2015-12-31 13F AMERIPRISE FINANCIAL Stock 03076C106 32 0 0.00 3 0.00 0.0010
2015-10-01 2015-09-30 13F AMERIPRISE FINANCIAL Stock 03076C106 32 0 0.00 3 -25.00 0.0009
2015-07-02 2015-06-30 13F AMERIPRISE FINANCIAL Stock 03076C106 32 -22 -40.74 4 -33.33 0.0012
2014-02-13 2013-12-31 13F AMERIPRISE FINL Stock 03076C106 54 54 6 0.0030
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.