Ameriprise Financial, Inc.
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership14,649 shares
Latest Disclosed Value $ 6,510,016
Mackenzie Financial Corp reports 9.20% increase in ownership of AMP / Ameriprise Financial, Inc.

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 14,649 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $6,510,016 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 13,415 shares of Ameriprise Financial, Inc.. This represents a change in shares of 9.20% 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)
2026-05-13 2026-03-31 13F AMERIPRISE FINL COM 03076C106 14,649 1,234 9.20 6,510 -1.66 0.0078
2026-02-18 2025-12-31 13F AMERIPRISE FINL COM 03076C106 13,415 1,537 12.94 6,620 13.45 0.0078
2025-11-13 2025-09-30 13F AMERIPRISE FINL COM 03076C106 11,878 199 1.70 5,835 -6.39 0.0071
2025-08-13 2025-06-30 13F AMERIPRISE FINL COM 03076C106 11,679 259 2.27 6,233 12.75 0.0081
2025-05-07 2025-03-31 13F AMERIPRISE FINL COM 03076C106 11,420 850 8.04 5,529 -1.76 0.0079
2025-05-02 2024-12-31 13F/A-2 AMERIPRISE FINL COM 03076C106 10,570 -116 -1.09 5,628 12.09 0.0077
2025-02-20 2024-12-31 13F/A-1 AMERIPRISE FINL COM 03076C106 10,570 -116 5,628 0.0073
2025-02-14 2024-12-31 13F Ameriprise Financial Common Stock 03076C106 10,570 -116 4,857 0.0070
2024-11-13 2024-09-30 13F AMERIPRISE FINL COM 03076C106 10,686 143 1.36 5,020 11.48 0.0070
2024-08-14 2024-06-30 13F AMERIPRISE FINL COM 03076C106 10,543 -164 -1.53 4,504 -4.07 0.0067
2024-05-10 2024-03-31 13F AMERIPRISE FINL COM 03076C106 10,707 593 5.86 4,694 22.21 0.0068
2024-01-30 2023-12-31 13F AMERIPRISE FINL COM 03076C106 10,114 62 0.62 3,842 20.52 0.0058
2023-10-25 2023-09-30 13F AMERIPRISE FINL COM 03076C106 10,052 319 3.28 3,187 -2.27 0.0054
2023-08-03 2023-06-30 13F AMERIPRISE FINL COM 03076C106 9,733 -4,434 -31.30 3,261 -24.90 0.0049
2023-04-24 2023-03-31 13F AMERIPRISE FINL COM 03076C106 14,167 4,283 43.33 4,342 41.11 0.0067
2023-02-14 2022-12-31 13F AMERIPRISE FINL COM 03076C106 9,884 334 3.50 3,078 27.89 0.0051
2022-10-07 2022-09-30 13F Ameriprise Financial Common Stock 03076C106 9,550 -72 -0.75 2,406 5.20 0.0041
2022-08-10 2022-06-30 13F AMERIPRISE FINL COM 03076C106 9,622 2,234 30.24 2,287 3.06 0.0037
2022-05-13 2022-03-31 13F AMERIPRISE FINL COM 03076C106 7,388 666 9.91 2,219 9.42 0.0030
2022-02-14 2021-12-31 13F AMERIPRISE FINL COM 03076C106 6,722 -238 -3.42 2,028 10.34 0.0027
2021-11-08 2021-09-30 13F AMERIPRISE FINL COM 03076C106 6,960 2,077 42.54 1,838 51.28 0.0026
2021-08-11 2021-06-30 13F AMERIPRISE FINL COM 03076C106 4,883 6 0.12 1,215 7.14 0.0017
2021-05-14 2021-03-31 13F AMERIPRISE FINL COM 03076C106 4,877 -62,795 -92.79 1,134 -91.38 0.0017
2021-02-10 2020-12-31 13F AMERIPRISE FINL COM 03076C106 67,672 -1,443 -2.09 13,151 23.47 0.0284
2020-11-13 2020-09-30 13F AMERIPRISE FINL COM 03076C106 69,115 1,151 1.69 10,651 4.45 0.0265
2020-08-13 2020-06-30 13F AMERIPRISE FINL COM 03076C106 67,964 65,531 2,693.42 10,197 3,995.18 0.0273
2020-05-14 2020-03-31 13F AMERIPRISE FINL COM 03076C106 2,433 -6,170 -71.72 249 -82.62 0.0008
2020-02-13 2019-12-31 13F AMERIPRISE FINL COM 03076C106 8,603 8,603 1,433 0.0035
2019-08-23 2019-06-30 13F/A-1 AMERIPRISE FINL COM 03076C106 0 -35,122 -100.00 0 -100.00
2019-05-15 2019-03-31 13F AMERIPRISE FINL COM 03076C106 35,122 -33,172 -48.57 4,499 -36.88 0.0109
2019-02-06 2018-12-31 13F AMERIPRISE FINL COM 03076C106 68,294 68,294 7,128 0.0187
2015-11-13 2015-09-30 13F AMERIPRISE FINL COM 03076C106 0 -6,379 -100.00 0 -100.00
2015-08-13 2015-06-30 13F AMERIPRISE FINL COM 03076C106 6,379 239 3.89 797 -0.75 0.0043
2015-05-13 2015-03-31 13F AMERIPRISE FINL COM 03076C106 6,140 0 0.00 803 -1.11 0.0042
2015-02-11 2014-12-31 13F AMERIPRISE FINL COM 03076C106 6,140 0 0.00 812 7.12 0.0041
2014-11-12 2014-09-30 13F AMERIPRISE FINL COM 03076C106 6,140 -2,959 -32.52 758 -30.59 0.0038
2014-08-11 2014-06-30 13F AMERIPRISE FINL COM 03076C106 9,099 0 0.00 1,092 8.98 0.0051
2014-05-14 2014-03-31 13F AMERIPRISE FINL COM 03076C106 9,099 0 0.00 1,002 -4.30 0.0049
2014-02-11 2013-12-31 13F/A-1 AMERIPRISE FINL COM 03076C106 9,099 -2,375 -20.70 1,047 0.19 0.0053
2014-02-03 2013-12-31 13F AMERIPRISE FINL COM 03076C106 9,099 1,047
2013-11-12 2013-09-30 13F AMERIPRISE FINL COM 03076C106 11,474 -1,046 -8.35 1,045 3.16 0.0053
2013-08-20 2013-06-30 13F/A-1 AMERIPRISE FINL COM 03076C106 12,520 12,520 1,013 0.0048
2013-08-09 2013-06-30 13F AMERIPRISE FINL COM 03076C106 12,520 1,013 0.0048
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.