Ameriprise Financial, Inc.
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionPeoples Financial Services Corp.
Latest Disclosed Ownership625 shares
Latest Disclosed Value $ 277,743
Peoples Financial Services Corp. ownership in AMP / Ameriprise Financial, Inc.

On April 20, 2026 - Peoples Financial Services Corp. filed a 13F-HR form disclosing ownership of 625 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $277,743 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 625 shares of Ameriprise Financial, Inc.. This represents a change in shares of 0.00% 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)
2026-04-20 2026-03-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 625 0 0.00 278 -9.48 0.0793
2026-01-26 2025-12-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 625 0 0.00 306 -0.33 0.1429
2025-10-28 2025-09-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 625 0 0.00 307 -7.81 0.1387
2025-07-17 2025-06-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 625 0 0.00 334 10.26 0.1649
2025-04-30 2025-03-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 625 0 0.00 303 -9.04 0.1453
2025-01-14 2024-12-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 625 -130 -17.22 333 -6.21 0.1542
2024-10-16 2024-09-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 755 0 0.00 355 9.94 0.1607
2024-07-25 2024-06-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 755 0 0.00 323 -2.72 0.1459
2024-04-17 2024-03-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 755 -100 -11.70 331 2.16 0.1437
2024-01-24 2023-12-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 855 0 0.00 325 15.30 0.1408
2023-10-13 2023-09-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 855 0 0.00 282 -0.71 0.1328
2023-07-11 2023-06-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 855 0 0.00 284 8.02 0.1274
2023-04-13 2023-03-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 855 0 0.00 262 -1.50 0.1224
2023-01-12 2022-12-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 855 -40 -4.47 266 18.22 0.1246
2022-10-07 2022-09-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 895 0 0.00 225 5.63 0.1161
2022-07-07 2022-06-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 895 0 0.00 213 -20.82 0.1010
2022-04-15 2022-03-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 895 40 4.68 269 4.26 0.1163
2022-01-19 2021-12-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 855 0 0.00 258 14.16 0.1003
2021-10-15 2021-09-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 855 0 0.00 226 6.10 0.0954
2021-07-14 2021-06-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 855 0 0.00 213 7.04 0.0892
2021-04-15 2021-03-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 855 -100 -10.47 199 6.99 0.0865
2021-01-12 2020-12-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 955 -35 -3.54 186 21.57 0.0855
2020-10-07 2020-09-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 990 0 0.00 153 2.68 0.0770
2020-07-10 2020-06-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 990 0 0.00 149 47.52 0.0785
2020-04-09 2020-03-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 990 -742 -42.84 101 -65.05 0.0593
2020-01-17 2019-12-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 1,732 -1,533 -46.95 289 -39.79 0.1363
2019-10-16 2019-09-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 3,265 400 13.96 480 15.38 0.2400
2019-07-11 2019-06-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,865 0 0.00 416 13.35 0.2110
2019-04-18 2019-03-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,865 0 0.00 367 22.74 0.1877
2019-01-14 2018-12-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,865 0 0.00 299 -29.31 0.1700
2018-10-12 2018-09-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,865 0 0.00 423 5.49 0.2138
2018-07-10 2018-06-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,865 0 0.00 401 -5.42 0.2245
2018-04-25 2018-03-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,865 0 0.00 424 -12.76 0.2425
2018-01-17 2017-12-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,865 0 0.00 486 14.35 0.2659
2017-10-18 2017-09-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,865 0 0.00 425 16.44 0.2411
2017-07-17 2017-06-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,865 0 0.00 365 -1.62 0.2138
2017-04-17 2017-03-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,865 0 0.00 371 43.80 0.2212
2017-01-12 2016-12-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,865 0 0.00 258 -9.79 0.1593
2016-10-20 2016-09-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,865 0 0.00 286 10.85 0.1779
2016-07-20 2016-06-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,865 0 0.00 258 -4.09 0.1593
2016-04-14 2016-03-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,865 0 0.00 269 -11.80 0.1695
2016-01-27 2015-12-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,865 0 0.00 305 -2.24 0.2012
2015-10-19 2015-09-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,865 0 0.00 312 -12.85 0.2223
2015-07-09 2015-06-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,865 140 5.14 358 0.28 0.2393
2015-04-09 2015-03-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,725 0 0.00 357 -1.11 0.2360
2015-01-15 2014-12-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,725 0 0.00 361 7.44 0.2356
2014-10-29 2014-09-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,725 0 0.00 336 2.75 0.2270
2014-07-15 2014-06-30 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,725 -100 -3.54 327 5.14 0.2077
2014-04-07 2014-03-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,825 0 0.00 311 -4.31 0.2308
2014-01-08 2013-12-31 13F AMERIPRISE FINL INC COM COMMON STOCK 03076C106 2,825 2,825 325 0.2143
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.