Ameriprise Financial, Inc.
US ˙ NYSE ˙ US03076C1062

SecurityAMP / Ameriprise Financial, Inc.
InstitutionRiverview Trust Co
Latest Disclosed Ownership276 shares
Latest Disclosed Value $ 122,654
Riverview Trust Co ownership in AMP / Ameriprise Financial, Inc.

On May 1, 2026 - Riverview Trust Co filed a 13F-HR form disclosing ownership of 276 shares of Ameriprise Financial, Inc. (US:AMP) valued at $122,654 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 276 shares of Ameriprise Financial, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $121,697 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)
2026-05-01 2026-03-31 13F AMERIPRISE FINL INC COM Com 03076C106 276 0 0.00 123 -9.63 0.1511
2026-01-26 2025-12-31 13F AMERIPRISE FINL INC COM Com 03076C106 276 0 0.00 135 0.00 0.1629
2025-10-22 2025-09-30 13F AMERIPRISE FINL INC COM Com 03076C106 276 0 0.00 136 -8.16 0.1638
2025-07-21 2025-06-30 13F AMERIPRISE FINL INC COM Com 03076C106 276 -114 -29.23 147 -21.81 0.1833
2025-04-11 2025-03-31 13F AMERIPRISE FINL INC COM Com 03076C106 390 -2 -0.51 189 -9.62 0.1863
2025-02-06 2024-12-31 13F AMERIPRISE FINL INC COM Com 03076C106 392 0 0.00 209 13.04 0.1898
2024-10-18 2024-09-30 13F AMERIPRISE FINL INC COM Com 03076C106 392 2 0.51 184 10.84 0.1615
2024-07-16 2024-06-30 13F AMERIPRISE FINL INC COM Com 03076C106 390 -2,994 -88.48 167 -88.81 0.1579
2024-04-12 2024-03-31 13F AMERIPRISE FINL INC COM Com 03076C106 3,384 0 0.00 1,484 15.41 1.1437
2024-01-24 2023-12-31 13F AMERIPRISE FINL INC COM Com 03076C106 3,384 0 0.00 1,285 15.25 1.3079
2023-10-17 2023-09-30 13F AMERIPRISE FINL INC COM Com 03076C106 3,384 276 8.88 1,116 8.04 0.9891
2023-07-18 2023-06-30 13F AMERIPRISE FINL INC COM Com 03076C106 3,108 0 0.00 1,032 8.40 0.9357
2023-04-20 2023-03-31 13F AMERIPRISE FINL INC COM Com 03076C106 3,108 -578 -15.68 953 95,100.00 0.8756
2023-01-26 2022-12-31 13F AMERIPRISE FINL INC COM Com 03076C106 3,686 0 0.00 1 -99.89 1.0862
2022-10-27 2022-09-30 13F AMERIPRISE FINL INC COM Com 03076C106 3,686 114 3.19 929 9.42 0.8992
2022-07-27 2022-06-30 13F AMERIPRISE FINL INC COM Com 03076C106 3,572 -475 -11.74 849 -30.18 0.7399
2022-04-21 2022-03-31 13F AMERIPRISE FINL INC COM Com 03076C106 4,047 -220 -5.16 1,216 -5.52 0.9018
2022-01-19 2021-12-31 13F AMERIPRISE FINL INC COM Com 03076C106 4,267 0 0.00 1,287 14.20 0.7550
2021-10-14 2021-09-30 13F AMERIPRISE FINL INC COM Com 03076C106 4,267 0 0.00 1,127 6.12 1.1926
2021-07-16 2021-06-30 13F AMERIPRISE FINL INC COM Com 03076C106 4,267 0 0.00 1,062 7.06 1.1226
2021-04-19 2021-03-31 13F AMERIPRISE FINL INC COM Com 03076C106 4,267 0 0.00 992 19.66 1.1065
2021-01-22 2020-12-31 13F AMERIPRISE FINL INC COM Com 03076C106 4,267 0 0.00 829 25.99 0.9166
2020-10-15 2020-09-30 13F AMERIPRISE FINL INC COM Com 03076C106 4,267 0 0.00 658 2.81 0.7563
2020-07-08 2020-06-30 13F AMERIPRISE FINL INC COM Com 03076C106 4,267 0 0.00 640 46.45 0.6208
2020-04-15 2020-03-31 13F/A-1 AMERIPRISE FINL INC COM Com 03076C106 4,267 0 0.00 437 -38.54 0.4197
2020-04-15 2020-03-31 13F AMERIPRISE FINL INC COM Com 03076C106 4,267 0 711 379,329.4778
2020-01-10 2019-12-31 13F AMERIPRISE FINL INC COM Com 03076C106 4,267 0 0.00 711 13.22 0.4784
2019-10-16 2019-09-30 13F AMERIPRISE FINL INC COM Com 03076C106 4,267 0 0.00 628 1.45 0.4374
2019-07-12 2019-06-30 13F AMERIPRISE FINL INC COM Com 03076C106 4,267 0 0.00 619 13.16 0.4348
2019-04-10 2019-03-31 13F AMERIPRISE FINL INC COM Com 03076C106 4,267 0 0.00 547 22.92 0.4135
2019-02-11 2018-12-31 13F AMERIPRISE FINL INC COM COM 03076C106 4,267 4,267 445 0.3481
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.