Ameriprise Financial, Inc.
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionBridgeway Capital Management Inc
Latest Disclosed Ownership4,340 shares
Latest Disclosed Value $ 1,928,696
Bridgeway Capital Management Inc ownership in AMP / Ameriprise Financial, Inc.

On May 15, 2026 - Bridgeway Capital Management Inc filed a 13F-HR form disclosing ownership of 4,340 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $1,928,696 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 4,340 shares of Ameriprise Financial, Inc.. This represents a change in shares of 0.00% 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 4,340 0 0.00 1,929 -9.40 0.0388
2026-02-17 2025-12-31 13F AMERIPRISE FINL COM 03076C106 4,340 -30 -0.69 2,128 -0.84 0.0446
2025-11-14 2025-09-30 13F AMERIPRISE FINL COM 03076C106 4,370 0 0.00 2,147 -7.98 0.0458
2025-08-14 2025-06-30 13F AMERIPRISE FINL COM 03076C106 4,370 -100 -2.24 2,332 7.81 0.0554
2025-05-15 2025-03-31 13F AMERIPRISE FINL COM 03076C106 4,470 0 0.00 2,164 -9.08 0.0545
2025-02-14 2024-12-31 13F AMERIPRISE FINL COM 03076C106 4,470 -2,070 -31.65 2,380 -22.56 0.0532
2024-11-14 2024-09-30 13F AMERIPRISE FINL COM 03076C106 6,540 0 0.00 3,073 9.99 0.0664
2024-08-14 2024-06-30 13F AMERIPRISE FINL COM 03076C106 6,540 0 0.00 2,794 -2.58 0.0654
2024-05-15 2024-03-31 13F AMERIPRISE FINL COM 03076C106 6,540 0 0.00 2,867 15.42 0.0586
2024-02-14 2023-12-31 13F AMERIPRISE FINL COM 03076C106 6,540 0 0.00 2,484 15.21 0.0533
2023-11-14 2023-09-30 13F AMERIPRISE FINL COM 03076C106 6,540 40 0.62 2,156 -0.14 0.0523
2023-08-14 2023-06-30 13F AMERIPRISE FINL COM 03076C106 6,500 0 0.00 2,159 8.38 0.0517
2023-05-15 2023-03-31 13F AMERIPRISE FINL COM 03076C106 6,500 6,500 1,992 0.0529
2022-11-14 2022-09-30 13F AMERIPRISE FINL COM 03076C106 0 -55,454 -100.00 0 -100.00
2022-08-15 2022-06-30 13F AMERIPRISE FINL COM 03076C106 55,454 0 0.00 13,180 -20.87 0.3012
2022-05-16 2022-03-31 13F AMERIPRISE FINL COM 03076C106 55,454 -18,775 -25.29 16,656 -25.62 0.3219
2022-02-14 2021-12-31 13F AMERIPRISE FINL COM 03076C106 74,229 -26,235 -26.11 22,392 -15.61 0.4161
2021-11-15 2021-09-30 13F AMERIPRISE FINL COM 03076C106 100,464 -19,930 -16.55 26,535 -11.44 0.5069
2021-08-16 2021-06-30 13F AMERIPRISE FINL COM 03076C106 120,394 -17,090 -12.43 29,964 -6.24 0.5359
2021-05-17 2021-03-31 13F AMERIPRISE FINL COM 03076C106 137,484 -10,500 -7.10 31,958 11.13 0.5974
2021-02-16 2020-12-31 13F AMERIPRISE FINL COM 03076C106 147,984 -37,325 -20.14 28,758 0.70 0.6078
2020-11-16 2020-09-30 13F AMERIPRISE FINL COM 03076C106 185,309 -76,125 -29.12 28,558 -27.20 0.6550
2020-08-31 2020-06-30 13F/A-1 AMERIPRISE FINL COM 03076C106 261,434 -46,370 -15.06 39,226 24.35 0.7931
2020-08-14 2020-06-30 13F AMERIPRISE FINL COM 03076C106 256,334 -51,470 38,460 786,549.8744
2020-05-15 2020-03-31 13F AMERIPRISE FINL COM 03076C106 307,804 13,380 4.54 31,544 -35.68 0.7223
2020-02-14 2019-12-31 13F AMERIPRISE FINL COM 03076C106 294,424 -87,300 -22.87 49,045 -12.66 0.6596
2019-11-14 2019-09-30 13F AMERIPRISE FINL COM 03076C106 381,724 1,400 0.37 56,152 1.71 0.7763
2019-08-14 2019-06-30 13F AMERIPRISE FINL COM 03076C106 380,324 -78,700 -17.15 55,208 -6.11 0.7058
2019-05-15 2019-03-31 13F AMERIPRISE FINL COM 03076C106 459,024 -16,650 -3.50 58,801 18.44 0.7323
2019-02-14 2018-12-31 13F AMERIPRISE FINL COM 03076C106 475,674 -3,000 -0.63 49,646 -29.76 0.6597
2018-11-13 2018-09-30 13F AMERIPRISE FINL COM 03076C106 478,674 -300 -0.06 70,681 5.50 0.6881
2018-08-14 2018-06-30 13F AMERIPRISE FINL COM 03076C106 478,974 42,300 9.69 66,999 3.71 0.6800
2018-05-15 2018-03-31 13F AMERIPRISE FINL COM 03076C106 436,674 23,100 5.59 64,602 -7.83 0.6939
2018-02-14 2017-12-31 13F AMERIPRISE FINL COM 03076C106 413,574 10,700 2.66 70,088 17.14 0.7547
2017-11-14 2017-09-30 13F AMERIPRISE FINL COM 03076C106 402,874 0 0.00 59,831 16.67 0.6828
2017-08-14 2017-06-30 13F AMERIPRISE FINL COM 03076C106 402,874 0 0.00 51,282 -1.84 0.6176
2017-05-15 2017-03-31 13F AMERIPRISE FINL COM 03076C106 402,874 402,874 52,245 0.6325
2015-08-14 2015-06-30 13F AMERIPRISE FINL COM 03076C106 0 -70,280 -100.00 0 -100.00
2015-05-15 2015-03-31 13F AMERIPRISE FINL COM 03076C106 70,280 0 0.00 9,195 -1.08 0.1899
2015-03-10 2014-12-31 13F/A-1 AMERIPRISE FINL COM 03076C106 70,280 0 0.00 9,295 7.20 0.2116
2015-02-17 2014-12-31 13F AMERIPRISE FINL COM 03076C106 70,280 9,295
2014-11-14 2014-09-30 13F AMERIPRISE FINL COM 03076C106 70,280 11,700 19.97 8,671 23.34 0.2187
2014-08-14 2014-06-30 13F AMERIPRISE FINL COM 03076C106 58,580 58,580 863.49 7,030 1,168.95 0.1844
2014-02-14 2013-12-31 13F AMERIPRISE FINL COM 03076C106 0 -6,080 -100.00 0 -100.00
2013-11-14 2013-09-30 13F AMERIPRISE FINL COM 03076C106 6,080 0 0.00 554 12.60 0.0189
2013-08-14 2013-06-30 13F AMERIPRISE FINL COM 03076C106 6,080 6,080 492 0.0197
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.