Ameriprise Financial, Inc.
US ˙ NYSE ˙ US03076C1062

SecurityAMP / Ameriprise Financial, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership39,543 shares
Latest Disclosed Value $ 17,572,765
Creative Planning reports 20.98% increase in ownership of AMP / Ameriprise Financial, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 39,543 shares of Ameriprise Financial, Inc. (US:AMP) valued at $17,572,909 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 32,685 shares of Ameriprise Financial, Inc.. This represents a change in shares of 20.98% during the quarter. The current value of the position is $17,435,695 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.

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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)
2026-05-12 2026-03-31 13F AMERIPRISE FINL COM 03076C106 39,543 6,858 20.98 17,573 9.65 0.0117
2026-02-17 2025-12-31 13F AMERIPRISE FINL COM 03076C106 32,685 4,751 17.01 16,027 16.79 0.0115
2025-11-14 2025-09-30 13F AMERIPRISE FINL COM 03076C106 27,934 -617 -2.16 13,723 -9.95 0.0105
2025-08-08 2025-06-30 13F AMERIPRISE FINL COM 03076C106 28,551 2,141 8.11 15,238 19.19 0.0130
2025-05-15 2025-03-31 13F AMERIPRISE FINL COM 03076C106 26,410 2,808 11.90 12,786 1.74 0.0120
2025-02-14 2024-12-31 13F AMERIPRISE FINL COM 03076C106 23,602 1,031 4.57 12,566 18.50 0.0122
2024-10-11 2024-09-30 13F AMERIPRISE FINL COM 03076C106 22,571 348 1.57 10,604 11.70 0.0105
2024-08-15 2024-06-30 13F AMERIPRISE FINL COM 03076C106 22,223 487 2.24 9,493 -0.38 0.0101
2024-05-13 2024-03-31 13F AMERIPRISE FINL COM 03076C106 21,736 1,337 6.55 9,530 22.99 0.0106
2024-02-14 2023-12-31 13F AMERIPRISE FINL COM 03076C106 20,399 1,649 8.79 7,748 25.35 0.0144
2023-11-16 2023-09-30 13F AMERIPRISE FINL COM 03076C106 18,750 -642 -3.31 6,182 -4.04 0.0082
2023-07-21 2023-06-30 13F AMERIPRISE FINL COM 03076C106 19,392 2,104 12.17 6,441 21.57 0.0086
2023-05-15 2023-03-31 13F AMERIPRISE FINL COM 03076C106 17,288 1,185 7.36 5,299 5.69 0.0076
2023-02-10 2022-12-31 13F AMERIPRISE FINL COM 03076C106 16,103 1,384 9.40 5,014 35.19 0.0075
2022-11-03 2022-09-30 13F AMERIPRISE FINL COM 03076C106 14,719 492 3.46 3,708 9.67 0.0064
2022-08-15 2022-06-30 13F AMERIPRISE FINL COM 03076C106 14,227 2,100 17.32 3,381 -7.17 0.0056
2022-05-16 2022-03-31 13F AMERIPRISE FINL COM 03076C106 12,127 -320 -2.57 3,642 -3.01 0.0056
2022-02-11 2021-12-31 13F AMERIPRISE FINL COM 03076C106 12,447 -378 -2.95 3,755 10.87 0.0060
2021-11-10 2021-09-30 13F AMERIPRISE FINL COM 03076C106 12,825 -50 -0.39 3,387 5.71 0.0060
2021-08-04 2021-06-30 13F AMERIPRISE FINL COM 03076C106 12,875 1,594 14.13 3,204 22.20 0.0057
2021-04-30 2021-03-31 13F CreativePlanning COM 03076C106 11,281 1,505 15.39 2,622 38.00 0.0053
2021-01-29 2020-12-31 13F AMERIPRISE FINL COM 03076C106 9,776 1,065 12.23 1,900 41.47 0.0042
2020-11-05 2020-09-30 13F AMERIPRISE FINL COM 03076C106 8,711 1,079 14.14 1,343 17.29 0.0035
2020-07-23 2020-06-30 13F AMERIPRISE FINL COM 03076C106 7,632 492 6.89 1,145 56.42 0.0033
2020-05-05 2020-03-31 13F AMERIPRISE FINL COM 03076C106 7,140 205 2.96 732 -36.62 0.0026
2020-01-30 2019-12-31 13F AMERIPRISE FINL COM 03076C106 6,935 449 6.92 1,155 21.07 0.0035
2019-11-01 2019-09-30 13F AMERIPRISE FINL COM 03076C106 6,486 -419 -6.07 954 -4.79 0.0031
2019-07-26 2019-06-30 13F AMERIPRISE FINL COM 03076C106 6,905 544 8.55 1,002 22.94 0.0034
2019-04-24 2019-03-31 13F AMERIPRISE FINL COM 03076C106 6,361 176 2.85 815 26.16 0.0029
2019-02-12 2018-12-31 13F/A-1 AMERIPRISE FINL COM 03076C106 6,185 935 17.81 646 -16.65 0.0026
2019-02-01 2018-12-31 13F AMERIPRISE FINL COM 03076C106 6,185 935 646
2018-10-25 2018-09-30 13F AMERIPRISE FINL COM 03076C106 5,250 -422 -7.44 775 -2.27 0.0029
2018-07-20 2018-06-30 13F AMERIPRISE FINL COM 03076C106 5,672 -30 -0.53 793 -6.04 0.0031
2018-04-18 2018-03-31 13F AMERIPRISE FINL COM 03076C106 5,702 -222 -3.75 844 -15.94 0.0034
2018-01-17 2017-12-31 13F AMERIPRISE FINL COM 03076C106 5,924 470 8.62 1,004 23.95 0.0043
2017-10-17 2017-09-30 13F AMERIPRISE FINL COM 03076C106 5,454 -644 -10.56 810 4.38 0.0038
2017-07-12 2017-06-30 13F AMERIPRISE FINL COM 03076C106 6,098 107 1.79 776 -0.13 0.0039
2017-04-07 2017-03-31 13F AMERIPRISE FINL COM 03076C106 5,991 346 6.13 777 24.12 0.0042
2017-01-09 2016-12-31 13F AMERIPRISE FINL COM 03076C106 5,645 1,580 38.87 626 54.19 0.0038
2016-10-12 2016-09-30 13F AMERIPRISE FINL COM 03076C106 4,065 679 20.05 406 33.55 0.0026
2016-07-12 2016-06-30 13F AMERIPRISE FINL COM 03076C106 3,386 2 0.06 304 -4.40 0.0022
2016-04-08 2016-03-31 13F AMERIPRISE FINL COM 03076C106 3,384 -578 -14.59 318 -24.64 0.0025
2016-01-11 2015-12-31 13F AMERIPRISE FINL COM 03076C106 3,962 218 5.82 422 3.18 0.0035
2015-10-09 2015-09-30 13F AMERIPRISE FINL COM 03076C106 3,744 3,744 0.00 409 0.0036
2015-07-09 2015-06-30 13F AMERIPRISE FINL COM 03076C106 0 -3,490 -100.00 0 -100.00
2015-04-13 2015-03-31 13F AMERIPRISE FINL COM 03076C106 3,490 3,490 0.00 457 0.0043
2015-01-29 2014-12-31 13F AMERIPRISE FINL COM 03076C106 0 -5,124 -100.00 0 -100.00
2014-10-10 2014-09-30 13F AMERIPRISE FINL COM 03076C106 5,124 327 6.82 632 9.72 0.0073
2014-08-20 2014-06-30 13F AMERIPRISE FINL COM 03076C106 4,797 1,394 40.96 576 53.60 0.0075
2014-04-11 2014-03-31 13F AMERIPRISE FINL COM 03076C106 3,403 -50 -1.45 375 -5.54 0.0056
2014-01-06 2013-12-31 13F AMERIPRISE FINL COM 03076C106 3,453 298 9.45 397 38.33 0.0068
2013-10-10 2013-09-30 13F AMERIPRISE FINL COM 03076C106 3,155 563 21.72 287 36.67 0.0057
2013-07-09 2013-06-30 13F AMERIPRISE FINL COM 03076C106 2,592 2,592 210 0.0049
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.