Ameriprise Financial, Inc.
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionBoston Partners
Latest Disclosed Ownership1,155,636 shares
Latest Disclosed Value $ 513,532,038
Boston Partners reports 1.34% decrease in ownership of AMP / Ameriprise Financial, Inc.

On May 11, 2026 - Boston Partners filed a 13F-HR form disclosing ownership of 1,155,636 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $513,532,038 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,171,328 shares of Ameriprise Financial, Inc.. This represents a change in shares of -1.34% 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)
2026-05-11 2026-03-31 13F AMERIPRISE FINL COM 03076C106 1,155,636 -15,692 -1.34 513,532 -10.59 0.2299
2026-02-13 2025-12-31 13F AMERIPRISE FINL COM 03076C106 1,171,328 -21,720 -1.82 574,365 -2.00 0.5947
2025-11-13 2025-09-30 13F AMERIPRISE FINL COM 03076C106 1,193,048 13,172 1.12 586,083 -6.92 0.6018
2025-08-12 2025-06-30 13F/A-1 AMERIPRISE FINL COM 03076C106 1,179,876 35,500 3.10 629,650 13.66 0.6992
2025-08-07 2025-06-30 13F AMERIPRISE FINL COM 03076C106 1,179,876 35,500 629,650 0.2891
2025-05-13 2025-03-31 13F AMERIPRISE FINL COM 03076C106 1,144,376 -219,808 -16.11 553,957 -23.74 0.6699
2025-02-11 2024-12-31 13F AMERIPRISE FINL COM 03076C106 1,364,184 -54,300 -3.83 726,429 8.98 0.8836
2024-11-12 2024-09-30 13F AMERIPRISE FINL COM 03076C106 1,418,484 -47,431 -3.24 666,594 6.44 0.7867
2024-08-14 2024-06-30 13F AMERIPRISE FINL COM 03076C106 1,465,915 -82,520 -5.33 626,289 -7.73 0.7780
2024-05-28 2024-03-31 13F/A-1 AMERIPRISE FINL COM 03076C106 1,548,435 -56,556 -3.52 678,793 11.34 0.8085
2024-05-13 2024-03-31 13F AMERIPRISE FINL COM 03076C106 1,548,435 -56,556 678,793 0.3359
2024-02-07 2023-12-31 13F AMERIPRISE FINL COM 03076C106 1,604,991 -127,089 -7.34 609,655 6.78 0.8075
2023-11-08 2023-09-30 13F AMERIPRISE FINL COM 03076C106 1,732,080 1,412 0.08 570,964 -0.69 0.7905
2023-08-10 2023-06-30 13F AMERIPRISE FINL COM 03076C106 1,730,668 -69,988 -3.89 574,921 4.17 0.7739
2023-05-09 2023-03-31 13F AMERIPRISE FINL COM 03076C106 1,800,656 -188,807 -9.49 551,881 -10.95 0.7587
2023-02-08 2022-12-31 13F AMERIPRISE FINL COM 03076C106 1,989,463 -268,820 -11.90 619,712 8.85 0.8383
2022-11-09 2022-09-30 13F AMERIPRISE FINL COM 03076C106 2,258,283 -53,892 -2.33 569,338 3.57 0.8333
2022-08-10 2022-06-30 13F AMERIPRISE FINL COM 03076C106 2,312,175 37,238 1.64 549,708 -19.54 0.7683
2022-05-10 2022-03-31 13F AMERIPRISE FINL COM 03076C106 2,274,937 56,755 2.56 683,238 2.09 0.8277
2022-02-04 2021-12-31 13F AMERIPRISE FINL COM 03076C106 2,218,182 -21,537 -0.96 669,230 13.12 0.8061
2021-11-05 2021-09-30 13F AMERIPRISE FINL COM 03076C106 2,239,719 61,401 2.82 591,620 9.13 0.7495
2021-08-12 2021-06-30 13F AMERIPRISE FINL COM 03076C106 2,178,318 41,446 1.94 542,140 9.12 0.6914
2021-05-10 2021-03-31 13F AMERIPRISE FINL COM 03076C106 2,136,872 204,250 10.57 496,820 32.29 0.6663
2021-02-10 2020-12-31 13F/A-1 AMERIPRISE FINL COM 03076C106 1,932,622 5,102 0.26 375,566 26.43 0.5841
2021-02-04 2020-12-31 13F AMERIPRISE FINL COM 03076C106 1,932,622 5,102 375,566 225,317.2769
2020-11-13 2020-09-30 13F/A-1 AMERIPRISE FINL COM 03076C106 1,927,520 -16,305 -0.84 297,050 1.86 0.5409
2020-11-09 2020-09-30 13F AMERIPRISE FINL COM 03076C106 1,943,825 0 291,620 214,083.8184
2020-08-12 2020-06-30 13F AMERIPRISE FINL COM 03076C106 1,943,825 10,117 0.52 291,620 47.20 0.5356
2020-05-13 2020-03-31 13F AMERIPRISE FINL COM 03076C106 1,933,708 151,445 8.50 198,115 -33.27 0.3934
2020-02-06 2019-12-31 13F/A-1 AMERIPRISE FINL COM 03076C106 1,782,263 409,195 29.80 296,906 46.98 0.3927
2020-02-05 2019-12-31 13F AMERIPRISE FINL COM 03076C106 1,782,263 409,195 296,906 166,929.2249
2019-11-20 2019-09-30 13F/A-1 AMERIPRISE FINL COM 03076C106 1,373,068 1,226,534 837.03 202,004 849.67 0.2735
2019-11-08 2019-09-30 13F AMERIPRISE FINL COM 03076C106 150,954 4,420 21,947 0.0290
2019-08-26 2019-06-30 13F/A-1 AMERIPRISE FINL COM 03076C106 146,534 -26,179 -15.16 21,271 -3.86 0.0279
2019-08-09 2019-06-30 13F AMERIPRISE FINL COM 03076C106 146,534 -26,179 21,271
2019-05-13 2019-03-31 13F/A-1 AMERIPRISE FINL COM 03076C106 172,713 -21,947 -11.27 22,125 8.90 0.0293
2019-05-03 2019-03-31 13F AMERIPRISE FINL COM 03076C106 172,713 -21,947 22,125
2019-02-07 2018-12-31 13F AMERIPRISE FINL COM 03076C106 194,660 58,036 42.48 20,317 0.71 0.0292
2018-11-14 2018-09-30 13F AMERIPRISE FINL COM 03076C106 136,624 136,624 20,174 0.0234
2017-02-06 2016-12-31 13F AMERIPRISE FINL COM 03076C106 0 -36,321 -100.00 0 -100.00
2016-11-09 2016-09-30 13F AMERIPRISE FINL COM 03076C106 36,321 0 0.00 3,624 11.06 0.0051
2016-08-05 2016-06-30 13F AMERIPRISE FINL COM 03076C106 36,321 36,321 3,263 0.0047
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.