Ameriprise Financial, Inc.
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionHrt Financial Lp
Latest Disclosed Ownership37,333 shares
Latest Disclosed Value $ 16,590
Hrt Financial Lp reports 53.75% decrease in ownership of AMP / Ameriprise Financial, Inc.

On May 14, 2026 - Hrt Financial Lp filed a 13F-HR form disclosing ownership of 37,333 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $16,590 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 80,721 shares of Ameriprise Financial, Inc.. This represents a change in shares of -53.75% 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)
2026-05-14 2026-03-31 13F AMERIPRISE FINL COM 03076C106 37,333 -43,388 -53.75 17 -58.97 0.0414
2026-02-12 2025-12-31 13F AMERIPRISE FINL COM 03076C106 80,721 39,965 98.06 40 95.00 0.1249
2025-11-14 2025-09-30 13F AMERIPRISE FINL COM 03076C106 40,756 26,421 184.31 20 185.71 0.0736
2025-08-14 2025-06-30 13F AMERIPRISE FINL COM 03076C106 14,335 11,990 511.30 8 600.00 0.0337
2025-05-15 2025-03-31 13F AMERIPRISE FINL COM 03076C106 2,345 -29,649 -92.67 1 -94.12 0.0072
2025-02-14 2024-12-31 13F AMERIPRISE FINL COM 03076C106 31,994 16,603 107.87 17 142.86 0.0880
2024-11-12 2024-09-30 13F AMERIPRISE FINL COM 03076C106 15,391 15,391 7 0.0359
2024-08-12 2024-06-30 13F AMERIPRISE FINL COM 03076C106 0 -60,288 -100.00 0 -100.00
2024-05-13 2024-03-31 13F AMERIPRISE FINL COM 03076C106 60,288 17,089 39.56 26 62.50 0.1625
2024-02-09 2023-12-31 13F AMERIPRISE FINL COM 03076C106 43,199 -4,383 -9.21 16 6.67 0.1198
2023-11-13 2023-09-30 13F AMERIPRISE FINL COM 03076C106 47,582 47,582 16 0.1563
2023-02-10 2022-12-31 13F AMERIPRISE FINL COM 03076C106 0 -2,367 -100.00 0 -100.00
2022-11-14 2022-09-30 13F AMERIPRISE FINL COM 03076C106 2,367 -4,614 -66.09 596 -64.07 0.0064
2022-08-12 2022-06-30 13F AMERIPRISE FINL COM 03076C106 6,981 112 1.63 1,659 -19.58 0.0182
2022-05-16 2022-03-31 13F AMERIPRISE FINL COM 03076C106 6,869 653 10.51 2,063 10.03 0.0147
2022-02-14 2021-12-31 13F AMERIPRISE FINL COM 03076C106 6,216 -16,929 -73.14 1,875 -69.33 0.0108
2021-11-15 2021-09-30 13F AMERIPRISE FINL COM 03076C106 23,145 23,145 6,113 0.0373
2021-08-16 2021-06-30 13F AMERIPRISE FINL COM 03076C106 0 -149,252 -100.00 0 -100.00
2021-05-17 2021-03-31 13F AMERIPRISE FINL COM 03076C106 149,252 106,835 251.87 34,693 320.93 0.3510
2021-02-16 2020-12-31 13F AMERIPRISE FINL COM 03076C106 42,417 42,417 8,242 0.1661
2020-08-14 2020-06-30 13F AMERIPRISE FINL COM 03076C106 0 -5,772 -100.00 0 -100.00
2020-05-15 2020-03-31 13F AMERIPRISE FINL COM 03076C106 5,772 -16,667 -74.28 591 -84.19 0.0381
2020-02-14 2019-12-31 13F AMERIPRISE FINL COM 03076C106 22,439 22,439 3,737 0.1607
2019-11-14 2019-09-30 13F AMERIPRISE FINL COM 03076C106 0 -5,317 -100.00 0 -100.00
2019-08-14 2019-06-30 13F AMERIPRISE FINL COM 03076C106 5,317 -1,857 -25.89 771 -16.01 0.0487
2019-05-14 2019-03-31 13F AMERIPRISE FINL COM 03076C106 7,174 4,827 205.67 918 276.23 0.1423
2019-02-15 2018-12-31 13F AMERIPRISE FINL COM 03076C106 2,347 2,347 244 0.0349
2018-08-15 2018-06-30 13F AMERIPRISE FINL COM 03076C106 0 -9,913 -100.00 0 -100.00
2018-05-14 2018-03-31 13F AMERIPRISE FINL COM 03076C106 9,913 9,913 1,466 0.7015
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.