Ameriprise Financial, Inc.
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionAristotle Atlantic Partners, Llc
Latest Disclosed Ownership54,497 shares
Latest Disclosed Value $ 24,218,371
Aristotle Atlantic Partners, Llc reports 2.18% increase in ownership of AMP / Ameriprise Financial, Inc.

On May 15, 2026 - Aristotle Atlantic Partners, Llc filed a 13F-HR form disclosing ownership of 54,497 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $24,218,371 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 53,334 shares of Ameriprise Financial, Inc.. This represents a change in shares of 2.18% 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)
2026-05-15 2026-03-31 13F AMERIPRISE FINL COM 03076C106 54,497 1,163 2.18 24,218 -7.39 0.6407
2026-02-17 2025-12-31 13F AMERIPRISE FINL COM 03076C106 53,334 -1,941 -3.51 26,152 -3.69 1.1964
2025-11-14 2025-09-30 13F AMERIPRISE FINL COM 03076C106 55,275 -2,334 -4.05 27,154 -11.69 0.7877
2025-08-14 2025-06-30 13F AMERIPRISE FINL COM 03076C106 57,609 -1,887 -3.17 30,748 6.75 0.9352
2025-05-15 2025-03-31 13F AMERIPRISE FINL COM 03076C106 59,496 3,538 6.32 28,803 -3.33 0.9719
2025-02-14 2024-12-31 13F AMERIPRISE FINL COM 03076C106 55,958 -3,605 -6.05 29,794 6.47 0.9367
2024-11-14 2024-09-30 13F AMERIPRISE FINL COM 03076C106 59,563 1,965 3.41 27,983 13.73 0.8700
2024-08-14 2024-06-30 13F AMERIPRISE FINL COM 03076C106 57,598 -7,126 -11.01 24,605 -13.29 0.7972
2024-05-15 2024-03-31 13F AMERIPRISE FINL COM 03076C106 64,724 -4,578 -6.61 28,378 7.81 0.9262
2024-02-14 2023-12-31 13F AMERIPRISE FINL COM 03076C106 69,302 21 0.03 26,323 15.25 0.9264
2023-11-14 2023-09-30 13F AMERIPRISE FINL COM 03076C106 69,281 -8,367 -10.78 22,841 -11.44 0.9146
2023-08-14 2023-06-30 13F AMERIPRISE FINL COM 03076C106 77,648 10,983 16.47 25,792 26.23 0.9713
2023-05-15 2023-03-31 13F AMERIPRISE FINL COM 03076C106 66,665 -19,930 -23.02 20,433 -24.22 1.0508
2023-02-14 2022-12-31 13F AMERIPRISE FINL COM 03076C106 86,595 3,083 3.69 26,963 28.15 1.5102
2022-11-14 2022-09-30 13F AMERIPRISE FINL COM 03076C106 83,512 49,279 143.95 21,041 158.58 1.2800
2022-08-15 2022-06-30 13F AMERIPRISE FINL COM 03076C106 34,233 2,823 8.99 8,137 -13.75 0.6259
2022-05-16 2022-03-31 13F AMERIPRISE FINL COM 03076C106 31,410 -12,708 -28.80 9,434 -29.12 0.5838
2022-02-14 2021-12-31 13F AMERIPRISE FINL COM 03076C106 44,118 5,205 13.38 13,309 29.49 0.7726
2021-11-15 2021-09-30 13F AMERIPRISE FINL COM 03076C106 38,913 1,670 4.48 10,278 10.89 0.6801
2021-08-16 2021-06-30 13F AMERIPRISE FINL COM 03076C106 37,243 2,382 6.83 9,269 14.38 0.6114
2021-05-17 2021-03-31 13F AMERIPRISE FINL COM 03076C106 34,861 -129,771 -78.82 8,104 -74.67 0.5926
2021-02-16 2020-12-31 13F AMERIPRISE FINL COM 03076C106 164,632 5,611 3.53 31,993 30.55 2.4689
2020-11-16 2020-09-30 13F AMERIPRISE FINL COM 03076C106 159,021 5,175 3.36 24,507 6.17 2.1588
2020-08-14 2020-06-30 13F AMERIPRISE FINL COM 03076C106 153,846 142,188 1,219.66 23,083 1,831.63 2.2172
2020-05-14 2020-03-31 13F AMERIPRISE FINL COM 03076C106 11,658 974 9.12 1,195 -32.87 0.1825
2020-02-13 2019-12-31 13F AMERIPRISE FINL COM 03076C106 10,684 1,460 15.83 1,780 31.17 0.2273
2019-11-14 2019-09-30 13F AMERIPRISE FINL COM 03076C106 9,224 989 12.01 1,357 13.56 0.3908
2019-08-13 2019-06-30 13F AMERIPRISE FINL COM 03076C106 8,235 2,136 35.02 1,195 53.01 0.3474
2019-05-15 2019-03-31 13F AMERIPRISE FINL COM 03076C106 6,099 944 18.31 781 45.17 0.2373
2019-02-13 2018-12-31 13F AMERIPRISE FINL COM 03076C106 5,155 5,155 538 0.1896
2018-11-14 2018-09-30 13F AMERIPRISE FINL COM 03076C106 0 -4,230 -100.00 0 -100.00
2018-08-14 2018-06-30 13F AMERIPRISE FINL COM 03076C106 4,230 934 28.34 592 21.31 0.2053
2018-09-07 2018-03-31 13F/A-1 AMERIPRISE FINL COM 03076C106 3,296 896 37.33 488 19.90 0.1761
2018-05-14 2018-03-31 13F AMERIPRISE FINL COM 03076C106 3,244 844 480
2018-09-07 2017-12-31 13F/A-1 AMERIPRISE FINL COM 03076C106 2,400 2,400 407 0.1461
2018-02-14 2017-12-31 13F AMERIPRISE FINL COM 03076C106 2,400 407 0.1459
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.