Ameriprise Financial, Inc.
US ˙ NYSE ˙ US03076C1062

SecurityAMP / Ameriprise Financial, Inc.
InstitutionSavant Capital, LLC
Latest Disclosed Ownership6,039 shares
Latest Disclosed Value $ 2,683,938
Savant Capital, LLC reports 5.08% increase in ownership of AMP / Ameriprise Financial, Inc.

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 6,039 shares of Ameriprise Financial, Inc. (US:AMP) valued at $2,683,732 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 5,747 shares of Ameriprise Financial, Inc.. This represents a change in shares of 5.08% during the quarter. The current value of the position is $2,745,692 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.

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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)
2026-05-04 2026-03-31 13F AMERIPRISE FINL COM 03076C106 6,039 292 5.08 2,684 -4.79 0.0130
2026-02-10 2025-12-31 13F AMERIPRISE FINL COM 03076C106 5,747 -65 -1.12 2,818 -1.30 0.0160
2026-03-04 2025-09-30 13F/A-1 AMERIPRISE FINL COM 03076C106 5,812 -128 -2.15 2,855 -9.94 0.0173
2025-11-05 2025-09-30 13F AMERIPRISE FINL COM 03076C106 6,433 -139 3,160 0.0167
2026-03-04 2025-06-30 13F/A-1 AMERIPRISE FINL COM 03076C106 5,940 -126 -2.08 3,170 7.97 0.0228
2025-08-06 2025-06-30 13F AMERIPRISE FINL COM 03076C106 6,572 -4,883 3,508 0.0218
2026-03-04 2025-03-31 13F/A-1 AMERIPRISE FINL COM 03076C106 6,066 -651 -9.69 2,937 -17.90 0.0249
2025-05-08 2025-03-31 13F AMERIPRISE FINL COM 03076C106 11,455 4,738 5,546 0.0402
2025-01-29 2024-12-31 13F AMERIPRISE FINL COM 03076C106 6,717 54 0.81 3,576 14.25 0.0281
2024-11-04 2024-09-30 13F AMERIPRISE FINL COM 03076C106 6,663 -303 -4.35 3,130 5.21 0.0260
2024-08-05 2024-06-30 13F AMERIPRISE FINL COM 03076C106 6,966 349 5.27 2,976 2.55 0.0298
2024-05-06 2024-03-31 13F AMERIPRISE FINL COM 03076C106 6,617 24 0.36 2,901 15.85 0.0333
2024-02-05 2023-12-31 13F AMERIPRISE FINL COM 03076C106 6,593 329 5.25 2,504 21.26 0.0323
2023-11-07 2023-09-30 13F AMERIPRISE FINL COM 03076C106 6,264 -109 -1.71 2,065 -2.41 0.0308
2023-08-04 2023-06-30 13F AMERIPRISE FINL COM 03076C106 6,373 1,684 35.91 2,117 47.25 0.0331
2023-05-03 2023-03-31 13F AMERIPRISE FINL COM 03076C106 4,689 -12 -0.26 1,437 -1.78 0.0268
2023-02-13 2022-12-31 13F/A-1 AMERIPRISE FINL COM 03076C106 4,701 136 2.98 1,464 27.22 0.0358
2023-02-07 2022-12-31 13F AMERIPRISE FINL COM 03076C106 4,701 136 1,464 0.0357
2022-10-31 2022-09-30 13F AMERIPRISE FINL COM 03076C106 4,565 -236 -4.92 1,150 0.79 0.0358
2022-07-22 2022-06-30 13F AMERIPRISE FINL COM 03076C106 4,801 457 10.52 1,141 -12.57 0.0346
2022-05-05 2022-03-31 13F AMERIPRISE FINL COM 03076C106 4,344 206 4.98 1,305 4.57 0.0427
2022-02-08 2021-12-31 13F AMERIPRISE FINL COM 03076C106 4,138 106 2.63 1,248 17.18 0.0404
2021-11-12 2021-09-30 13F AMERIPRISE FINL COM 03076C106 4,032 48 1.20 1,065 7.36 0.0388
2021-08-04 2021-06-30 13F AMERIPRISE FINL COM 03076C106 3,984 90 2.31 992 9.61 0.0400
2021-05-04 2021-03-31 13F AMERIPRISE FINL COM 03076C106 3,894 8 0.21 905 19.87 0.0485
2021-02-03 2020-12-31 13F AMERIPRISE FINL COM 03076C106 3,886 133 3.54 755 30.62 0.0439
2020-11-04 2020-09-30 13F AMERIPRISE FINL COM 03076C106 3,753 98 2.68 578 5.47 0.0395
2020-08-11 2020-06-30 13F AMERIPRISE FINL COM 03076C106 3,655 213 6.19 548 55.24 0.0415
2020-04-30 2020-03-31 13F AMERIPRISE FINL COM 03076C106 3,442 125 3.77 353 -36.17 0.0335
2020-01-31 2019-12-31 13F AMERIPRISE FINL COM 03076C106 3,317 0 0.00 553 13.32 0.0678
2019-11-12 2019-09-30 13F AMERIPRISE FINL COM 03076C106 3,317 75 2.31 488 3.61 0.0678
2019-08-06 2019-06-30 13F AMERIPRISE FINL COM 03076C106 3,242 99 3.15 471 16.87 0.0664
2019-05-02 2019-03-31 13F AMERIPRISE FINL COM 03076C106 3,143 48 1.55 403 24.77 0.0757
2019-02-05 2018-12-31 13F AMERIPRISE FINL COM 03076C106 3,095 13 0.42 323 -29.01 0.0676
2018-10-22 2018-09-30 13F AMERIPRISE FINL COM 03076C106 3,082 5 0.16 455 5.81 0.0817
2018-08-07 2018-06-30 13F AMERIPRISE FINL COM 03076C106 3,077 0 0.00 430 -5.49 0.0918
2018-04-27 2018-03-31 13F AMERIPRISE FINL COM 03076C106 3,077 0 0.00 455 -12.67 0.0960
2018-01-30 2017-12-31 13F AMERIPRISE FINL COM 03076C106 3,077 -102 -3.21 521 10.38 0.1096
2017-10-31 2017-09-30 13F AMERIPRISE FINL COM 03076C106 3,179 32 1.02 472 17.71 0.1059
2017-08-03 2017-06-30 13F AMERIPRISE FINL COM 03076C106 3,147 80 2.61 401 0.75 0.0947
2017-05-09 2017-03-31 13F AMERIPRISE FINL COM 03076C106 3,067 20 0.66 398 17.75 0.0984
2017-01-11 2016-12-31 13F AMERIPRISE FINL COM 03076C106 3,047 -210 -6.45 338 4.00 0.0908
2016-10-28 2016-09-30 13F AMERIPRISE FINL COM 03076C106 3,257 -160 -4.68 325 5.86 0.0893
2016-07-28 2016-06-30 13F AMERIPRISE FINL COM 03076C106 3,417 320 10.33 307 5.50 0.0878
2016-05-11 2016-03-31 13F AMERIPRISE FINL COM 03076C106 3,097 970 45.60 291 28.76 0.0884
2016-02-02 2015-12-31 13F AMERIPRISE FINL COM 03076C106 2,127 -380 -15.16 226 -17.52 0.0705
2015-11-06 2015-09-30 13F AMERIPRISE FINL COM 03076C106 2,507 -30 -1.18 274 -13.56 0.0981
2015-08-11 2015-06-30 13F AMERIPRISE FINL COM 03076C106 2,537 80 3.26 317 -1.25 0.1067
2015-05-13 2015-03-31 13F AMERIPRISE FINL COM 03076C106 2,457 0 0.00 321 -1.23 0.1136
2015-02-09 2014-12-31 13F AMERIPRISE FINL COM 03076C106 2,457 0 0.00 325 7.26 0.1231
2014-10-28 2014-09-30 13F AMERIPRISE FINL COM 03076C106 2,457 0 0.00 303 2.71 0.1288
2014-08-05 2014-06-30 13F AMERIPRISE FINL COM 03076C106 2,457 0 0.00 295 9.26 0.1276
2014-05-13 2014-03-31 13F AMERIPRISE FINL COM 03076C106 2,457 -1 -0.04 270 -4.59 0.1251
2014-01-28 2013-12-31 13F AMERIPRISE FINL COM 03076C106 2,458 -39 -1.56 283 24.67 0.1387
2013-11-01 2013-09-30 13F AMERIPRISE FINL COM 03076C106 2,497 -40 -1.58 227 10.73 0.1236
2013-07-29 2013-06-30 13F AMERIPRISE FINL COM 03076C106 2,537 2,537 205 0.1189
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.