Ameriprise Financial, Inc.
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionBlackRock, Inc.
Latest Disclosed Ownership9,121,526 shares
Ownership 9.40%
BlackRock, Inc. ownership in AMP / Ameriprise Financial, Inc.

2025-02-05 - BlackRock, Inc. has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 9,121,526 shares of Ameriprise Financial, Inc. (MX:AMP). This represents 9.4 percent ownership of the company. In their previous filing dated 2024-01-25 , BlackRock, Inc. had reported owning 8,338,157 shares, indicating an increase of 9.39 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date
Effective
Date
Form Prev
Shares
Latest
Shares
ΔShares
(Percent)
Ownership
(Percent)
ΔOwnership
(Percent)
2025-02-05 2025-02-05 13G/A 8,338,157 9,121,526 9.39 9.40 14.63
2024-01-25 2024-01-25 13G/A 8,994,952 8,338,157 -7.30 8.20 -3.53
2023-02-06 2023-02-06 13G/A 8,413,864 8,994,952 6.91 8.50 13.33
2022-02-01 2022-02-01 13G/A 8,742,409 8,413,864 -3.76 7.50 1.35
2021-01-29 2021-01-29 13G/A 8,742,409 8,742,409 0.00 7.40 0.00
2021-01-29 2021-01-29 13G/A 9,637,974 8,742,409 -9.29 7.40 -2.63
2020-02-05 2020-02-05 13G/A 10,303,080 9,637,974 -6.46 7.60 2.70
2019-02-04 2019-02-04 13G/A 10,503,417 10,303,080 -1.91 7.40 4.23
2018-01-29 2018-01-29 13G/A 10,760,324 10,503,417 -2.39 7.10 4.41
2017-01-19 2017-01-19 13G/A 12,971,928 10,760,324 -17.05 6.80 -9.33
2016-01-25 2016-01-25 13G/A 12,971,928 7.50
2015-02-02 2015-02-02 13G/A 10,754,706 5.80
2014-01-28 2014-01-28 13G/A 10,078,270 5.20
2013-02-08 2013-02-08 13G/A 10,290,007 5.00
2012-02-13 2012-02-13 13G/A 14,302,247 6.32

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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 8,625,947 -235,285 -2.66 3,833,371 -11.78 0.0670
2026-02-12 2025-12-31 13F AMERIPRISE FINL COM 03076C106 8,861,232 -128,636 -1.43 4,345,016 -1.61 0.0734
2025-11-12 2025-09-30 13F AMERIPRISE FINL COM 03076C106 8,989,868 -493,311 -5.20 4,416,273 -12.75 0.0773
2025-08-12 2025-06-30 13F AMERIPRISE FINL COM 03076C106 9,483,179 45,489 0.48 5,061,457 10.78 0.0964
2025-05-02 2025-03-31 13F AMERIPRISE FINL COM 03076C106 9,437,690 316,744 3.47 4,568,880 -5.92 0.0960
2025-02-07 2024-12-31 13F AMERIPRISE FINL COM 03076C106 9,120,946 508,799 5.91 4,856,265 20.02 0.0983
2024-11-13 2024-09-30 13F AMERIPRISE FINL COM 03076C106 8,612,147 18,512 0.22 4,046,072 10.21 0.0849
2024-08-13 2024-06-30 13F AMERIPRISE FINL COM 03076C106 8,593,635 12,189 0.14 3,671,115 -2.43 0.0831
2024-05-10 2024-03-31 13F AMERIPRISE FINL COM 03076C106 8,581,446 243,181 2.92 3,762,449 18.80 0.0876
2024-02-13 2023-12-31 13F AMERIPRISE FINL COM 03076C106 8,338,265 -205,148 -2.40 3,167,123 12.45 0.0808
2023-11-13 2023-09-30 13F AMERIPRISE FINL COM 03076C106 8,543,413 -95,587 -1.11 2,816,592 -1.84 0.0810
2023-08-11 2023-06-30 13F AMERIPRISE FINL COM 03076C106 8,639,000 -678,752 -7.28 2,869,530 0.48 0.0791
2023-05-12 2023-03-31 13F AMERIPRISE FINL COM 03076C106 9,317,752 322,614 3.59 2,855,891 1.97 0.0842
2023-02-13 2022-12-31 13F AMERIPRISE FINL COM 03076C106 8,995,138 369,757 4.29 2,800,816 28.88 0.0878
2022-11-14 2022-09-30 13F AMERIPRISE FINL COM 03076C106 8,625,381 -325,593 -3.64 2,173,167 2.15 0.0739
2022-08-12 2022-06-30 13F AMERIPRISE FINL COM 03076C106 8,950,974 358,940 4.18 2,127,467 -17.56 0.0682
2022-05-12 2022-03-31 13F AMERIPRISE FINL COM 03076C106 8,592,034 178,170 2.12 2,580,702 1.68 0.0695
2022-02-10 2021-12-31 13F AMERIPRISE FINL COM 03076C106 8,413,864 -1,004,752 -10.67 2,538,126 2.03 0.0646
2021-11-09 2021-09-30 13F AMERIPRISE FINL COM 03076C106 9,418,616 -198,322 -2.06 2,487,643 3.93 0.0696
2021-08-11 2021-06-30 13F AMERIPRISE FINL COM 03076C106 9,616,938 662,711 7.40 2,393,463 14.99 0.0666
2021-05-07 2021-03-31 13F AMERIPRISE FINL COM 03076C106 8,954,227 211,818 2.42 2,081,410 22.51 0.0612
2021-02-05 2020-12-31 13F AMERIPRISE FINL COM 03076C106 8,742,409 -243,271 -2.71 1,698,912 22.68 0.0542
2020-11-06 2020-09-30 13F AMERIPRISE FINL COM 03076C106 8,985,680 -64,215 -0.71 1,384,783 1.98 0.0511
2020-08-14 2020-06-30 13F AMERIPRISE FINL COM 03076C106 9,049,895 -780,277 -7.94 1,357,845 34.79 0.0542
2020-05-01 2020-03-31 13F AMERIPRISE FINL COM 03076C106 9,830,172 192,198 1.99 1,007,395 -37.25 0.0493
2020-02-13 2019-12-31 13F AMERIPRISE FINL COM 03076C106 9,637,974 -401,531 -4.00 1,605,492 8.71 0.0616
2019-11-08 2019-09-30 13F AMERIPRISE FINL COM 03076C106 10,039,505 63,241 0.63 1,476,811 1.98 0.0620
2019-08-22 2019-06-30 13F/A-1 AMERIPRISE FINL COM 03076C106 9,976,264 -32,612 -0.33 1,448,154 12.95 0.0619
2019-08-13 2019-06-30 13F AMERIPRISE FINL COM 03076C106 9,976,264 -32,612 1,448,154
2019-05-09 2019-03-31 13F AMERIPRISE FINL COM 03076C106 10,008,876 -294,204 -2.86 1,282,138 19.23 0.0572
2019-02-08 2018-12-31 13F AMERIPRISE FINL COM 03076C106 10,303,080 -151,324 -1.45 1,075,333 -30.34 0.0543
2018-11-09 2018-09-30 13F AMERIPRISE FINL COM 03076C106 10,454,404 -377,778 -3.49 1,543,697 1.88 0.0668
2018-08-09 2018-06-30 13F AMERIPRISE FINL COM 03076C106 10,832,182 392,679 3.76 1,515,207 -1.89 0.0698
2018-05-09 2018-03-31 13F AMERIPRISE FINL COM 03076C106 10,439,503 -63,914 -0.61 1,544,421 -13.24 0.0738
2018-02-09 2017-12-31 13F AMERIPRISE FINL COM 03076C106 10,503,417 -126,246 -1.19 1,780,015 12.76 0.0847
2017-11-14 2017-09-30 13F AMERIPRISE FINL COM 03076C106 10,629,663 145,786 1.39 1,578,610 18.29 0.0797
2017-08-10 2017-06-30 13F AMERIPRISE FINL COM 03076C106 10,483,877 -156,428 -1.47 1,334,494 -3.29 0.0708
2017-05-12 2017-03-31 13F AMERIPRISE FINL COM 03076C106 10,640,305 10,052,130 1,709.04 1,379,836 2,014.63 0.0757
2017-02-10 2016-12-31 13F AMERIPRISE FINL COM 03076C106 588,175 -150,898 -20.42 65,252 -11.51 0.0923
2016-11-08 2016-09-30 13F AMERIPRISE FINL COM 03076C106 739,073 -97,429 -11.65 73,738 -1.89 0.1059
2016-08-10 2016-06-30 13F AMERIPRISE FINL COM 03076C106 836,502 52,827 6.74 75,159 2.02 0.1131
2016-05-10 2016-03-31 13F AMERIPRISE FINL COM 03076C106 783,675 -116,478 -12.94 73,673 -23.09 0.1185
2016-02-11 2015-12-31 13F AMERIPRISE FINL COM 03076C106 900,153 4,973 0.56 95,794 -1.94 0.1405
2015-11-13 2015-09-30 13F AMERIPRISE FINL COM 03076C106 895,180 10,374 1.17 97,691 -11.62 0.1531
2015-08-07 2015-06-30 13F AMERIPRISE FINL COM 03076C106 884,806 226,572 34.42 110,540 28.35 0.1639
2015-05-13 2015-03-31 13F AMERIPRISE FINL COM 03076C106 658,234 120,416 22.39 86,123 21.08 0.1190
2015-02-09 2014-12-31 13F AMERIPRISE FINL COM 03076C106 537,818 74,822 16.16 71,127 24.51 0.1017
2014-10-29 2014-09-30 13F AMERIPRISE FINL COM 03076C106 462,996 -54,432 -10.52 57,125 -8.00 0.0835
2014-08-06 2014-06-30 13F AMERIPRISE FINL COM 03076C106 517,428 79 0.02 62,092 9.04 0.0923
2014-05-02 2014-03-31 13F AMERIPRISE FINL COM 03076C106 517,349 87,096 20.24 56,945 15.04 0.0920
2014-02-12 2013-12-31 13F AMERIPRISE FINL COM 03076C106 430,253 15,485 3.73 49,501 31.03 0.0808
2013-11-12 2013-09-30 13F AMERIPRISE FINL COM 03076C106 414,768 18,432 4.65 37,777 17.85 0.0712
2013-08-13 2013-06-30 13F AMERIPRISE FINL COM 03076C106 396,336 396,336 32,055 0.0635
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.