Ameriprise Financial, Inc.
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionWestpac Banking Corp
Latest Disclosed Ownership290 shares
Latest Disclosed Value $ 128,876
Westpac Banking Corp ownership in AMP / Ameriprise Financial, Inc.

On May 11, 2026 - Westpac Banking Corp filed a 13F-HR form disclosing ownership of 290 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $128,876 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 290 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)
2026-05-11 2026-03-31 13F AMERIPRISE FINL COM 03076C106 290 0 0.00 129 -9.86 0.0045
2026-02-10 2025-12-31 13F AMERIPRISE FINL COM 03076C106 290 0 0.00 142 0.00 0.0090
2025-11-14 2025-09-30 13F/A-1 AMERIPRISE FINANCIAL INC USD 0.01 COM 03076C106 290 0 0.00 142 -7.79 0.0088
2025-11-12 2025-09-30 13F AMERIPRISE FINANCIAL INC USD 0.01 COM 03076C106 290 0 142 0.0036
2025-08-11 2025-06-30 13F AMERIPRISE FINL COM 03076C106 290 0 0.00 155 10.00 0.0103
2025-05-13 2025-03-31 13F AMERIPRISE FINL COM 03076C106 290 0 0.00 140 -9.09 0.0103
2025-02-12 2024-12-31 13F AMERIPRISE FINL COM 03076C106 290 0 0.00 154 13.24 0.0102
2024-11-08 2024-09-30 13F AMERIPRISE FINL COM 03076C106 290 0 0.00 136 10.57 0.0091
2024-08-14 2024-06-30 13F/A-1 AMERIPRISE FINL COM 03076C106 290 -113 -28.04 124 -30.11 0.0098
2024-08-13 2024-06-30 13F AMERIPRISE FINL COM 03076C106 427 24 124 0.0043
2024-05-09 2024-03-31 13F AMERIPRISE FINL COM 03076C106 403 0 0.00 177 15.03 0.0135
2024-02-08 2023-12-31 13F AMERIPRISE FINL COM 03076C106 403 -1,097 -73.13 153 -69.03 0.0126
2023-11-13 2023-09-30 13F AMERIPRISE FINL COM 03076C106 1,500 -6,374 -80.95 495 -81.11 0.0370
2023-08-10 2023-06-30 13F AMERIPRISE FINL COM 03076C106 7,874 -12,229 -60.83 2,615 -57.56 0.1846
2023-05-04 2023-03-31 13F AMERIPRISE FINL COM 03076C106 20,103 8,196 68.83 6,162 66.20 0.0828
2023-02-06 2022-12-31 13F AMERIPRISE FINL COM 03076C106 11,907 -302 -2.47 3,707 20.51 0.0548
2022-11-08 2022-09-30 13F AMERIPRISE FINL COM 03076C106 12,209 -269 -2.16 3,076 3.74 0.0469
2022-08-10 2022-06-30 13F AMERIPRISE FINL COM 03076C106 12,478 -472 -3.64 2,966 -23.76 0.0386
2022-05-11 2022-03-31 13F AMERIPRISE FINL COM 03076C106 12,950 -127 -0.97 3,890 -1.39 0.0446
2022-02-08 2021-12-31 13F AMERIPRISE FINL COM 03076C106 13,077 -2,279 -14.84 3,945 -2.74 0.0409
2021-10-27 2021-09-30 13F AMERIPRISE FINL COM 03076C106 15,356 -1,158 -7.01 4,056 -1.34 0.0434
2021-08-11 2021-06-30 13F AMERIPRISE FINL COM 03076C106 16,514 -4,123 -19.98 4,110 -14.32 0.0413
2021-05-13 2021-03-31 13F AMERIPRISE FINL COM 03076C106 20,637 -500 -2.37 4,797 16.80 0.0529
2021-02-11 2020-12-31 13F AMERIPRISE FINL COM 03076C106 21,137 3,406 19.21 4,108 50.33 0.0466
2020-11-10 2020-09-30 13F AMERIPRISE FINL COM 03076C106 17,731 500 2.90 2,733 5.69 0.0370
2020-08-12 2020-06-30 13F AMERIPRISE FINL COM 03076C106 17,231 -900 -4.96 2,585 39.13 0.0385
2020-05-14 2020-03-31 13F AMERIPRISE FINL COM 03076C106 18,131 500 2.84 1,858 -36.72 0.0320
2020-02-11 2019-12-31 13F AMERIPRISE FINL COM 03076C106 17,631 7,700 77.53 2,937 101.10 0.0378
2019-11-13 2019-09-30 13F AMERIPRISE FINL COM 03076C106 9,931 0 0.00 1,461 1.32 0.0203
2019-08-01 2019-06-30 13F AMERIPRISE FINL COM 03076C106 9,931 0 0.00 1,442 13.29 0.0220
2019-05-14 2019-03-31 13F AMERIPRISE FINL COM 03076C106 9,931 0 0.00 1,272 22.78 0.0210
2019-02-07 2018-12-31 13F AMERIPRISE FINL COM 03076C106 9,931 0 0.00 1,036 -29.33 0.0177
2018-11-13 2018-09-30 13F AMERIPRISE FINL COM 03076C106 9,931 -4,788 -32.53 1,466 -28.77 0.0251
2018-07-18 2018-06-30 13F AMERIPRISE FINL COM 03076C106 14,719 991 7.22 2,059 1.38 0.0396
2018-05-01 2018-03-31 13F AMERIPRISE FINL COM 03076C106 13,728 -3,593 -20.74 2,031 -14.02 0.0406
2018-01-18 2017-12-31 13F AMERISOURCEBERGEN COM 03076C106 17,321 7,390 74.41 2,362 60.18 0.0537
2017-10-30 2017-09-30 13F AMERIPRISE FINL COM 03076C106 9,931 -698 -6.57 1,475 9.02 0.0325
2017-08-09 2017-06-30 13F AMERIPRISE FINL COM 03076C106 10,629 -2,714 -20.34 1,353 -21.85 0.0298
2017-05-18 2017-03-31 13F/A-1 AMERIPRISE FINL COM 03076C106 13,343 3,019 29.24 1,730 45.26 0.0139
2017-05-11 2017-03-31 13F AMERIPRISE FINL COM 03076C106 7,441 700
2017-02-09 2016-12-31 13F AMERIPRISE FINL COM 03076C106 10,324 646 6.67 1,191 23.42 0.0112
2016-11-10 2016-09-30 13F AMERIPRISE FINL COM 03076C106 9,678 60 0.62 966 11.69 0.0104
2016-08-10 2016-06-30 13F AMERIPRISE FINL COM 03076C106 9,618 2,177 29.26 864 23.61 0.0095
2016-05-13 2016-03-31 13F AMERIPRISE FINL COM 03076C106 7,441 -4,088 -35.46 700 -42.99 0.0076
2016-02-11 2015-12-31 13F AMERIPRISE FINL COM 03076C106 11,529 -6,283 -35.27 1,227 -36.90 0.0136
2015-11-16 2015-09-30 13F/A-1 AMERIPRISE FINL COM 03076C106 17,812 4,944 38.42 1,944 20.91 0.0214
2015-11-12 2015-09-30 13F AMERIPRISE FINL COM 03076C106 17,812 1,944
2015-08-12 2015-06-30 13F AMERIPRISE FINL COM 03076C106 12,868 -26,549 -67.35 1,608 -72.29 0.0157
2015-05-12 2015-03-31 13F AMERIPRISE FINL COM 03076C106 39,417 -2,917 -6.89 5,800 3.61 0.0504
2015-02-11 2014-12-31 13F AMERIPRISE FINL COM 03076C106 42,334 -2,341 -5.24 5,599 1.56 0.0533
2014-11-12 2014-09-30 13F AMERIPRISE FINL COM 03076C106 44,675 0 0.00 5,512 2.82 0.0537
2014-08-11 2014-06-30 13F AMERIPRISE FINL COM 03076C106 44,675 -2,249 -4.79 5,361 3.81 0.0516
2014-05-12 2014-03-31 13F AMERIPRISE FINL COM 03076C106 46,924 20,100 74.93 5,165 67.34 0.0550
2014-02-13 2013-12-31 13F AMERIPRISE FINL COM 03076C106 26,824 -41,703 -60.86 3,086 -50.54 0.0353
2013-11-12 2013-09-30 13F AMERIPRISE FINL COM 03076C106 68,527 -77,209 -52.98 6,241 -44.75 0.0780
2013-08-14 2013-06-30 13F AMERIPRISE FINL COM 03076C106 145,736 145,736 11,296 0.1727
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.