Ameriprise Financial, Inc.
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionEmpirical Finance, LLC
Latest Disclosed Ownership3,530 shares
Latest Disclosed Value $ 1,568,732
Empirical Finance, LLC reports 0.34% decrease in ownership of AMP / Ameriprise Financial, Inc.

On May 14, 2026 - Empirical Finance, LLC filed a 13F-HR/A form disclosing ownership of 3,530 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $1,568,732 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,542 shares of Ameriprise Financial, Inc.. This represents a change in shares of -0.34% 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)
2026-05-14 2026-03-31 13F/A-1 AMERIPRISE FINL COM 03076C106 3,530 -12 -0.34 1,569 -9.68 0.0737
2026-05-14 2026-03-31 13F AMERIPRISE FINL COM 03076C106 3,530 -12 1,569 0.0737
2026-02-12 2025-12-31 13F AMERIPRISE FINL COM 03076C106 3,542 -154 -4.17 1,737 -4.35 0.0828
2025-11-13 2025-09-30 13F AMERIPRISE FINL COM 03076C106 3,696 29 0.79 1,816 -7.26 0.0864
2025-08-11 2025-06-30 13F AMERIPRISE FINL COM 03076C106 3,667 24 0.66 1,957 11.00 0.1025
2025-05-07 2025-03-31 13F AMERIPRISE FINL COM 03076C106 3,643 70 1.96 1,764 -7.31 0.1065
2025-01-28 2024-12-31 13F AMERIPRISE FINL COM 03076C106 3,573 -50 -1.38 1,902 11.75 0.1101
2024-11-06 2024-09-30 13F AMERIPRISE FINL COM 03076C106 3,623 69 1.94 1,702 12.12 0.0992
2024-07-30 2024-06-30 13F AMERIPRISE FINL COM 03076C106 3,554 -342 -8.78 1,518 -11.12 0.0948
2024-05-06 2024-03-31 13F AMERIPRISE FINL COM 03076C106 3,896 113 2.99 1,708 18.94 0.1048
2024-02-14 2023-12-31 13F AMERIPRISE FINL COM 03076C106 3,783 -4 -0.11 1,437 15.06 0.1002
2023-11-02 2023-09-30 13F AMERIPRISE FINL COM 03076C106 3,787 300 8.60 1,248 7.77 0.0917
2023-07-27 2023-06-30 13F AMERIPRISE FINL COM 03076C106 3,487 349 11.12 1,158 20.50 0.0897
2023-04-05 2023-03-31 13F AMERIPRISE FINL COM 03076C106 3,138 128 4.25 962 2.56 0.0901
2023-02-21 2022-12-31 13F/A-1 AMERIPRISE FINL COM 03076C106 3,010 203 7.23 937 32.53 0.0970
2023-01-24 2022-12-31 13F AMERIPRISE FINL COM 03076C106 3,010 203 1 0.0970
2022-11-04 2022-09-30 13F AMERIPRISE FINL COM 03076C106 2,807 438 18.49 707 25.58 0.0839
2022-08-01 2022-06-30 13F AMERIPRISE FINL COM 03076C106 2,369 122 5.43 563 -16.59 0.0718
2022-04-21 2022-03-31 13F AMERIPRISE FINL COM 03076C106 2,247 214 10.53 675 10.11 0.0756
2022-02-04 2021-12-31 13F AMERIPRISE FINL COM 03076C106 2,033 500 32.62 613 51.36 0.0724
2021-11-12 2021-09-30 13F AMERIPRISE FINL COM 03076C106 1,533 81 5.58 405 12.19 0.0610
2021-08-10 2021-06-30 13F/A-1 AMERIPRISE FINL COM 03076C106 1,452 169 13.17 361 44.98 0.0589
2021-08-04 2021-06-30 13F AMERIPRISE FINL COM 03076C106 1,283 0 249 0.0438
2021-05-13 2021-03-31 13F AMERIPRISE FINL COM 03076C106 1,283 0 0.00 249 0.00 0.0438
2021-02-02 2020-12-31 13F AMERIPRISE FINL COM 03076C106 1,283 1,283 249 0.0438
2017-05-11 2017-03-31 13F AMERIPRISE FINL COM 03076C106 0 -84 -100.00 0 -100.00
2017-02-13 2016-12-31 13F AMERIPRISE FINL COM 03076C106 84 84 10 0.0067
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.