Ameriprise Financial, Inc.
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership1,039 shares
Latest Disclosed Value $ 461,732
IFP Advisors, Inc reports 26.36% decrease in ownership of AMP / Ameriprise Financial, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 1,039 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $461,732 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,411 shares of Ameriprise Financial, Inc.. This represents a change in shares of -26.36% 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)
2026-04-13 2026-03-31 13F AMERIPRISE FINL cs 03076C106 1,039 -372 -26.36 462 -33.29 0.0096
2026-02-06 2025-12-31 13F AMERIPRISE FINL cs 03076C106 1,411 123 9.55 692 9.34 0.0155
2026-02-06 2025-09-30 13F/A-1 AMERIPRISE FINL cs 03076C106 1,288 -193 -13.03 633 -25.30 0.0164
2025-12-02 2025-09-30 13F AMERIPRISE FINL cs 03076C106 1,274 -207 640 0.0165
2025-07-24 2025-06-30 13F AMERIPRISE FINL cs 03076C106 1,481 -444 -23.06 846 -9.23 0.0241
2025-05-05 2025-03-31 13F AMERIPRISE FINL cs 03076C106 1,925 99 5.42 932 -4.12 0.0287
2025-02-04 2024-12-31 13F AMERIPRISE FINL cs 03076C106 1,826 -12 -0.65 973 12.63 0.0318
2025-02-04 2024-09-30 13F AMERIPRISE FINL cs 03076C106 1,838 -37 -1.97 864 7.74 0.0311
2024-07-30 2024-06-30 13F AMERIPRISE FINL cs 03076C106 1,875 112 6.35 801 3.62 0.0318
2024-07-30 2024-03-31 13F AMERIPRISE FINL cs 03076C106 1,763 -48 -2.65 773 12.52 0.0339
2024-01-09 2023-12-31 13F AMERIPRISE FINL cs 03076C106 1,811 -88 -4.63 688 9.74 0.0325
2023-10-12 2023-09-30 13F AMERIPRISE FINL cs 03076C106 1,899 -26 -1.35 626 -2.03 0.0281
2023-08-14 2023-06-30 13F/A-1 AMERIPRISE FINL cs 03076C106 1,925 -137 -6.64 639 121.11 0.0267
2023-08-04 2023-06-30 13F AMERIPRISE FINL cs 03076C106 1,925 -137 270 0.0125
2023-04-18 2023-03-31 13F AMERIPRISE FINL cs 03076C106 2,062 -1,413 -40.66 289 0.0126
2023-02-07 2022-12-31 13F AMERIPRISE FINL cs 03076C106 3,475 989 39.78 1 -100.00 0.0135
2022-11-08 2022-09-30 13F AMERIPRISE FINL cs 03076C106 2,486 447 21.92 370 21.31 0.0096
2022-09-06 2022-06-30 13F/A-1 AMERIPRISE FINL cs 03076C106 2,039 0 0.00 305 0.00 0.0098
2022-09-06 2022-03-31 13F/A-1 AMERIPRISE FINL cs 03076C106 2,039 1,406 222.12 305 59.69 0.0098
2022-08-08 2022-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 716 83 104 0.0021
2022-01-12 2021-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 633 3 0.48 191 15.06 0.0037
2021-10-06 2021-09-30 13F AMERIPRISE FINL INC COM Stock 03076C106 630 45 7.69 166 16.08 0.0033
2021-07-13 2021-06-30 13F AMERIPRISE FINL INC COM Stock 03076C106 585 3 0.52 143 5.93 0.0030
2021-04-30 2021-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 582 -455 -43.88 135 -33.17 0.0026
2021-01-25 2020-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 1,037 -207 -16.64 202 6.88 0.0082
2020-10-29 2020-09-30 13F AMERIPRISE FINL INC COM Stock 03076C106 1,244 233 23.05 189 26.85 0.0113
2020-08-05 2020-06-30 13F AMERIPRISE FINL INC COM Stock 03076C106 1,011 -1,079 -51.63 149 -35.78 0.0118
2020-05-12 2020-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 2,090 -43 -2.02 232 -34.83 0.0234
2020-01-17 2019-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 2,133 -5 -0.23 356 13.02 0.0268
2019-11-07 2019-09-30 13F AMERIPRISE FINL INC COM Stock 03076C106 2,138 1,984 1,288.31 315 1,557.89 0.0211
2019-05-15 2019-03-31 13F AMERIPRISE FINANCIAL Stock 03076C106 154 -2,739 -94.68 19 -93.62 0.0026
2019-06-03 2018-12-31 13F/A-10 AMERIPRISE FINL INC COM Stock 03076C106 2,893 95 3.40 298 -27.85 0.0182
2019-01-23 2018-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 2,893 95 298 0.0182
2019-06-03 2018-09-30 13F/A-9 AMERIPRISE FINL INC COM Stock 03076C106 2,798 1,073 62.20 413 71.37 0.0168
2018-10-25 2018-09-30 13F AMERIPRISE FINL INC COM Stock 03076C106 2,798 1,073 413 0.0168
2019-06-03 2018-06-30 13F/A-8 AMERIPRISE FINL INC COM Stock 03076C106 1,725 -499 -22.44 241 -36.07 0.0101
2018-08-07 2018-06-30 13F AMERIPRISE FINL INC COM Stock 03076C106 1,725 -136 241
2019-06-03 2018-03-31 13F/A-7 AMERIPRISE FINL INC COM Stock 03076C106 2,224 0 0.00 377 0.00 0.0171
2018-05-09 2018-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 1,861 -363 275
2019-06-03 2017-12-31 13F/A-6 AMERIPRISE FINL INC COM Stock 03076C106 2,224 -316 -12.44 377 0.00 0.0171
2018-01-24 2017-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 2,224 -316 377
2017-10-30 2017-09-30 13F AMERIPRISE FINL INC COM Stock 03076C106 2,540 218 9.39 377 27.36 0.0150
2019-06-03 2017-06-30 13F/A-5 AMERIPRISE FINL INC COM Stock 03076C106 2,322 -585 -20.12 296 -21.49 0.0125
2017-07-31 2017-06-30 13F AMERIPRISE FINL INC COM Stock 03076C106 2,322 -585 296
2019-06-03 2017-03-31 13F/A-4 AMERIPRISE FINL INC COM Stock 03076C106 2,907 -584 -16.73 377 -2.58 0.0164
2017-04-26 2017-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 2,907 -584 377
2019-06-03 2016-12-31 13F/A-3 AMERIPRISE FINL INC COM Stock 03076C106 3,491 743 27.04 387 41.24 0.0187
2017-02-14 2016-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 3,491 743 387
2016-11-04 2016-09-30 13F AMERIPRISE FINL INC COM Stock 03076C106 2,748 -41 -1.47 274 9.16 0.0142
2019-06-03 2016-06-30 13F/A-2 AMERIPRISE FINL INC COM Stock 03076C106 2,789 2,635 1,711.04 251 1,221.05 0.0140
2016-08-22 2016-06-30 13F AMERIPRISE FINL INC COM Stock 03076C106 2,789 2,635 251
2019-06-03 2016-03-31 13F/A-1 AMERIPRISE FINANCIAL Stock 03076C106 154 -1,380 -89.96 19 -88.34 0.0026
2016-05-02 2016-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 2,281 747 214
2016-02-11 2015-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 1,534 1,534 163 0.0109
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.