Ameriprise Financial, Inc.
US ˙ NYSE ˙ US03076C1062

SecurityAMP / Ameriprise Financial, Inc.
InstitutionClean Yield Group
Latest Disclosed Ownership56 shares
Latest Disclosed Value $ 24,886
Clean Yield Group reports 49.09% decrease in ownership of AMP / Ameriprise Financial, Inc.

On April 14, 2026 - Clean Yield Group filed a 13F-HR form disclosing ownership of 56 shares of Ameriprise Financial, Inc. (US:AMP) valued at $24,886 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 110 shares of Ameriprise Financial, Inc.. This represents a change in shares of -49.09% during the quarter. The current value of the position is $24,692 USD.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-14 2026-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 56 -54 -49.09 25 -54.72 0.0070
2026-01-26 2025-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 110 0 0.00 54 -1.85 0.0150
2025-10-23 2025-09-30 13F AMERIPRISE FINL INC COM Stock 03076C106 110 0 0.00 54 -6.90 0.0153
2025-07-17 2025-06-30 13F AMERIPRISE FINL INC COM Stock 03076C106 110 0 0.00 59 9.43 0.0176
2025-04-14 2025-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 110 0 0.00 53 -8.62 0.0173
2025-01-13 2024-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 110 0 0.00 59 13.73 0.0186
2024-10-07 2024-09-30 13F AMERIPRISE FINL INC COM Stock 03076C106 110 10 10.00 52 21.43 0.0164
2024-07-10 2024-06-30 13F AMERIPRISE FINL INC COM Stock 03076C106 100 0 0.00 43 -2.33 0.0160
2024-05-29 2024-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 100 0 0.00 44 16.22 0.0171
2024-01-24 2023-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 100 -41 -29.08 38 -19.57 0.0160
2023-10-12 2023-09-30 13F AMERIPRISE FINL INC COM Stock 03076C106 141 0 0.00 46 0.00 0.0206
2023-07-26 2023-06-30 13F AMERIPRISE FINL INC COM Stock 03076C106 141 -25 -15.06 47 -8.00 0.0193
2023-04-26 2023-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 166 0 0.00 51 -1.96 0.0217
2023-01-31 2022-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 166 0 0.00 52 21.43 0.0222
2022-10-31 2022-09-30 13F AMERIPRISE FINL INC COM Stock 03076C106 166 0 0.00 42 7.69 0.0195
2022-07-18 2022-06-30 13F AMERIPRISE FINL INC COM Stock 03076C106 166 -109 -39.64 39 -53.01 0.0161
2022-04-25 2022-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 275 -16 -5.50 83 -5.68 0.0293
2022-01-24 2021-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 291 25 9.40 88 25.71 0.0281
2021-10-27 2021-09-30 13F AMERIPRISE FINL INC COM Stock 03076C106 266 266 70 0.0230
2017-07-17 2017-06-30 13F AMERIPRISE FINL INC COM Stock 03076C106 0 -100 -100.00 0 -100.00
2017-05-03 2017-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 100 100 13 0.0055
2017-01-24 2016-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 0 -200 -100.00 0 -100.00
2016-10-28 2016-09-30 13F AMERIPRISE FINL INC COM Stock 03076C106 200 0 0.00 20 11.11 0.0087
2016-07-27 2016-06-30 13F AMERIPRISE FINL INC COM Stock 03076C106 200 0 0.00 18 -5.26 0.0077
2016-04-15 2016-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 200 200 0.00 19 0.0084
2015-07-31 2015-06-30 13F AMERIPRISE FINL INC COM Stock 03076C106 0 -644 -100.00 0 -100.00
2015-04-24 2015-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 644 644 84 0.0360
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.