Ameriprise Financial, Inc.
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionLowe Brockenbrough & Co Inc
Latest Disclosed Ownership33,853 shares
Latest Disclosed Value $ 15,044,273
Lowe Brockenbrough & Co Inc reports 0.59% increase in ownership of AMP / Ameriprise Financial, Inc.

On May 7, 2026 - Lowe Brockenbrough & Co Inc filed a 13F-HR form disclosing ownership of 33,853 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $15,044,273 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 33,655 shares of Ameriprise Financial, Inc.. This represents a change in shares of 0.59% 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)
2026-05-07 2026-03-31 13F AMERIPRISE FINL COM 03076C106 33,853 198 0.59 15,044 -8.84 0.7501
2026-02-11 2025-12-31 13F AMERIPRISE FINL COM 03076C106 33,655 -109 -0.32 16,502 -0.51 0.8125
2025-11-05 2025-09-30 13F AMERIPRISE FINL COM 03076C106 33,764 123 0.37 16,587 -7.62 0.8534
2025-08-11 2025-06-30 13F AMERIPRISE FINL COM 03076C106 33,641 -1,137 -3.27 17,955 6.65 1.0096
2025-05-13 2025-03-31 13F AMERIPRISE FINL COM 03076C106 34,778 -1,116 -3.11 16,836 -11.90 1.1080
2025-02-11 2024-12-31 13F AMERIPRISE FINL COM 03076C106 35,894 -818 -2.23 19,111 10.81 1.2253
2024-10-28 2024-09-30 13F AMERIPRISE FINL COM 03076C106 36,712 -7,190 -16.38 17,248 -8.04 1.1010
2024-08-12 2024-06-30 13F AMERIPRISE FINL COM 03076C106 43,902 -323 -0.73 18,755 -3.28 1.2484
2024-05-15 2024-03-31 13F AMERIPRISE FINL COM 03076C106 44,225 6,697 17.85 19,390 36.03 1.3097
2024-02-14 2023-12-31 13F AMERIPRISE FINL COM 03076C106 37,528 -9,337 -19.92 14,254 -7.74 1.1036
2023-11-14 2023-09-30 13F AMERIPRISE FINL COM 03076C106 46,865 -93 -0.20 15,450 -0.94 1.1995
2023-08-10 2023-06-30 13F AMERIPRISE FINL COM 03076C106 46,958 280 0.60 15,598 9.02 1.1766
2023-05-12 2023-03-31 13F AMERIPRISE FINL COM 03076C106 46,678 212 0.46 14,307 -1.12 1.1594
2023-02-14 2022-12-31 13F AMERIPRISE FINL COM 03076C106 46,466 22 0.05 14,468 23.64 1.2590
2022-11-01 2022-09-30 13F AMERIPRISE FINL COM 03076C106 46,444 -2,887 -5.85 11,702 -0.20 1.1270
2022-07-27 2022-06-30 13F AMERIPRISE FINL COM 03076C106 49,331 -1,670 -3.27 11,725 -23.46 1.0255
2022-05-04 2022-03-31 13F AMERIPRISE FINL COM 03076C106 51,001 -1,244 -2.38 15,319 -2.80 1.1306
2022-02-14 2021-12-31 13F AMERIPRISE FINL COM 03076C106 52,245 626 1.21 15,760 15.59 1.1505
2021-11-15 2021-09-30 13F AMERIPRISE FINL COM 03076C106 51,619 -600 -1.15 13,634 4.91 1.0614
2021-08-13 2021-06-30 13F AMERIPRISE FINL COM 03076C106 52,219 985 1.92 12,996 9.13 1.1698
2021-05-14 2021-03-31 13F AMERIPRISE FINL COM 03076C106 51,234 53 0.10 11,909 19.74 1.1572
2021-02-04 2020-12-31 13F AMERIPRISE FINL COM 03076C106 51,181 893 1.78 9,946 28.34 1.0769
2020-10-26 2020-09-30 13F AMERIPRISE FINL COM 03076C106 50,288 -577 -1.13 7,750 1.55 0.9636
2020-08-13 2020-06-30 13F AMERIPRISE FINL INC COM COM 03076C106 50,865 -745 -1.44 7,632 44.30 1.0258
2020-05-21 2020-03-31 13F AMERIPRISE FINL INC COM COM 03076C106 51,610 -2,813 -5.17 5,289 -41.66 0.8710
2020-01-31 2019-12-31 13F AMERIPRISE FINL INC COM COM 03076C106 54,423 -430 -0.78 9,066 12.36 1.1241
2019-11-21 2019-09-30 13F AMERIPRISE FINL INC COM COM 03076C106 54,853 -1,650 -2.92 8,069 -1.62 1.0829
2019-08-12 2019-06-30 13F AMERIPRISE FINL INC COM COM 03076C106 56,503 -735 -1.28 8,202 11.87 1.1176
2019-05-21 2019-03-31 13F/A-1 AMERIPRISE FINL INC COM COM 03076C106 57,238 670 1.18 7,332 24.19 1.0254
2019-05-21 2019-03-31 13F AMERIPRISE FINL INC COM COM 03076C106 57,238 7,332
2019-02-15 2018-12-31 13F AMERIPRISE FINL INC COM COM 03076C106 56,568 -3,450 -5.75 5,904 -33.38 0.9647
2018-11-15 2018-09-30 13F AMERIPRISE FINL INC COM COM 03076C106 60,018 1,330 2.27 8,862 7.95 1.2390
2018-08-10 2018-06-30 13F AMERIPRISE FINL INC COM COM 03076C106 58,688 -390 -0.66 8,209 -6.08 1.2061
2018-04-30 2018-03-31 13F AMERIPRISE FINL INC COM COM 03076C106 59,078 -150 -0.25 8,740 -12.92 1.2930
2018-01-30 2017-12-31 13F AMERIPRISE FINL INC COM COM 03076C106 59,228 -700 -1.17 10,037 12.78 1.4402
2017-11-07 2017-09-30 13F AMERIPRISE FINL INC COM COM 03076C106 59,928 -500 -0.83 8,900 15.70 1.3652
2017-07-31 2017-06-30 13F AMERIPRISE FINL INC COM COM 03076C106 60,428 11,417 23.29 7,692 21.02 1.2083
2017-05-17 2017-03-31 13F AMERIPRISE FINL INC COM COM 03076C106 49,011 -1,587 -3.14 6,356 13.24 1.0144
2017-02-15 2016-12-31 13F AMERIPRISE FINL INC COM COM 03076C106 50,598 -800 -1.56 5,613 9.46 0.9391
2016-11-15 2016-09-30 13F AMERIPRISE FINL INC COM COM 03076C106 51,398 -743 -1.42 5,128 9.46 0.8844
2016-08-17 2016-06-30 13F AMERIPRISE FINL INC COM COM 03076C106 52,141 -825 -1.56 4,685 -5.90 0.8150
2016-05-18 2016-03-31 13F AMERIPRISE FINL INC COM COM 03076C106 52,966 -305 -0.57 4,979 -12.17 0.8563
2016-02-11 2015-12-31 13F AMERIPRISE FINL INC COM COM 03076C106 53,271 -1,112 -2.04 5,669 -4.48 0.9665
2015-11-03 2015-09-30 13F AMERIPRISE FINL INC COM COM 03076C106 54,383 -303 -0.55 5,935 -13.13 1.0380
2015-08-17 2015-06-30 13F AMERIPRISE FINL INC COM COM 03076C106 54,686 -980 -1.76 6,832 -6.19 1.1003
2015-05-14 2015-03-31 13F AMERIPRISE FINL INC COM COM 03076C106 55,666 -1,115 -1.96 7,283 -3.01 1.1487
2015-02-17 2014-12-31 13F AMERIPRISE FINL INC COM COM 03076C106 56,781 -975 -1.69 7,509 5.37 1.1936
2014-11-20 2014-09-30 13F AMERIPRISE FINL INC COM COM 03076C106 57,756 -445 -0.76 7,126 2.03 1.1375
2014-08-15 2014-06-30 13F AMERIPRISE FINL INC COM COM 03076C106 58,201 -330 -0.56 6,984 8.40 1.1141
2014-06-17 2014-03-31 13F AMERIPRISE FINL INC COM COM 03076C106 58,531 -14,160 -19.48 6,443 -22.96 1.0733
2014-02-26 2013-12-31 13F AMERIPRISE FINL INC COM COM 03076C106 72,691 -3,890 -5.08 8,363 19.90 1.3834
2013-11-15 2013-09-30 13F AMERIPRISE FINL INC COM COM 03076C106 76,581 -1,385 -1.78 6,975 10.61 1.2682
2013-08-14 2013-06-30 13F AMERIPRISE FINL INC COM COM 03076C106 77,966 77,966 6,306 1.1707
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.