Ameriprise Financial, Inc.
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionAncora Advisors, LLC
Latest Disclosed Ownership1,650 shares
Latest Disclosed Value $ 733,321
Ancora Advisors, LLC reports 0.24% increase in ownership of AMP / Ameriprise Financial, Inc.

On May 15, 2026 - Ancora Advisors, LLC filed a 13F-HR form disclosing ownership of 1,650 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $733,321 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,646 shares of Ameriprise Financial, Inc.. This represents a change in shares of 0.24% 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 INC COM COM 03076C106 1,650 4 0.24 733 -9.17 0.0092
2026-02-17 2025-12-31 13F AMERIPRISE FINL INC COM COM 03076C106 1,646 31 1.92 807 1.77 0.0166
2025-11-14 2025-09-30 13F AMERIPRISE FINL COM 03076C106 1,615 0 0.00 793 -8.00 0.0158
2025-08-14 2025-06-30 13F AMERIPRISE FINL COM 03076C106 1,615 12 0.75 862 11.08 0.0179
2025-05-15 2025-03-31 13F AMERIPRISE FINL COM 03076C106 1,603 -16 -0.99 776 -9.98 0.0173
2025-02-14 2024-12-31 13F AMERIPRISE FINL COM 03076C106 1,619 16 1.00 862 14.48 0.0192
2024-11-14 2024-09-30 13F AMERIPRISE FINL COM 03076C106 1,603 0 0.00 753 10.09 0.0171
2024-08-14 2024-06-30 13F AMERIPRISE FINL COM 03076C106 1,603 0 0.00 685 -2.56 0.0170
2024-05-16 2024-03-31 13F AMERIPRISE FINL COM 03076C106 1,603 0 0.00 703 15.46 0.0160
2024-02-14 2023-12-31 13F AMERIPRISE FINL COM 03076C106 1,603 0 0.00 609 15.15 0.0143
2023-11-14 2023-09-30 13F AMERIPRISE FINL COM 03076C106 1,603 0 0.00 529 -0.75 0.0140
2023-08-14 2023-06-30 13F AMERIPRISE FINL COM 03076C106 1,603 0 0.00 532 8.35 0.0140
2023-05-16 2023-03-31 13F AMERIPRISE FINL COM 03076C106 1,603 -80 -4.75 491 -6.30 0.0139
2023-02-14 2022-12-31 13F AMERIPRISE FINL COM 03076C106 1,683 0 0.00 524 23.58 0.0151
2022-11-14 2022-09-30 13F AMERIPRISE FINL COM 03076C106 1,683 35 2.12 424 8.16 0.0131
2022-08-15 2022-06-30 13F AMERIPRISE FINL COM 03076C106 1,648 0 0.00 392 -20.81 0.0110
2022-05-16 2022-03-31 13F/A-1 AMERIPRISE FINL COM 03076C106 1,648 -445 -21.26 495 -21.55 0.0120
2022-05-13 2022-03-31 13F AMERIPRISE FINL INC COM COM 03076C106 2,092 -1 486 0.0084
2022-02-14 2021-12-31 13F AMERIPRISE FINL COM 03076C106 2,093 1 0.05 631 14.10 0.0150
2021-11-15 2021-09-30 13F AMERIPRISE FINL COM 03076C106 2,092 0 0.00 553 6.14 0.0143
2021-11-12 2021-06-30 13F/A-1 AMERIPRISE FINL COM 03076C106 2,092 0 0.00 521 7.20 0.0136
2021-08-13 2021-06-30 13F AMERIPRISE FINL COM 03076C106 2,092 0 521 0.0136
2021-11-12 2021-03-31 13F/A-1 AMERIPRISE FINL INC COM COM 03076C106 2,092 44 2.15 486 22.11 0.0134
2021-05-14 2021-03-31 13F AMERIPRISE FINL INC COM COM 03076C106 2,092 44 486 0.0134
2021-11-12 2020-12-31 13F/A-1 AMERIPRISE FINL COM 03076C106 2,048 0 0.00 398 25.95 0.0128
2021-02-12 2020-12-31 13F AMERIPRISE FINL COM 03076C106 2,048 0 398 0.0128
2021-11-12 2020-09-30 13F/A-1 AMERIPRISE FINL COM 03076C106 2,048 0 0.00 316 2.93 0.0125
2020-11-13 2020-09-30 13F AMERIPRISE FINL COM 03076C106 2,048 0 316 0.0125
2021-11-12 2020-06-30 13F/A-1 AMERIPRISE FINL COM 03076C106 2,048 -1,476 -41.88 307 -14.96 0.0128
2020-08-14 2020-06-30 13F AMERIPRISE FINL COM 03076C106 2,048 -1,476 307 0.0128
2021-11-12 2020-03-31 13F/A-1 AMERIPRISE FINL COM 03076C106 3,524 -198 -5.32 361 -41.77 0.0167
2020-05-14 2020-03-31 13F AMERIPRISE FINL COM 03076C106 3,524 -198 361 0.0167
2020-02-14 2019-12-31 13F AMERIPRISE FINL COM 03076C106 3,722 0 0.00 620 13.14 0.0231
2019-11-19 2019-09-30 13F/A-2 AMERIPRISE FINL COM 03076C106 3,722 -167 -4.29 548 -3.01 0.0239
2019-11-18 2019-09-30 13F/A-1 AMERIPRISE FINL COM 03076C106 3,722 -167 548 0.0239
2019-11-14 2019-09-30 13F AMERIPRISE FINL COM 03076C106 3,722 -167 548 0.0240
2019-11-14 2019-06-30 13F/A-1 AMERIPRISE FINL COM 03076C106 3,889 -465 -10.68 565 1.25 0.0253
2019-08-12 2019-06-30 13F AMERIPRISE FINL COM 03076C106 3,889 -465 565 23,336.9337
2019-11-14 2019-03-31 13F/A-1 AMERIPRISE FINL COM 03076C106 4,354 11 0.25 558 23.18 0.0253
2019-05-15 2019-03-31 13F AMERIPRISE FINL COM 03076C106 4,354 11 558 23,245.3993
2019-11-14 2018-12-31 13F/A-1 AMERIPRISE FINL COM 03076C106 4,343 -99 -2.23 453 -30.95 0.0218
2019-02-14 2018-12-31 13F AMERIPRISE FINL COM 03076C106 4,343 -99 453
2018-11-13 2018-09-30 13F AMERIPRISE FINL COM 03076C106 4,442 -1,000 -18.38 656 -13.80 0.0253
2018-08-10 2018-06-30 13F AMERIPRISE FINL COM 03076C106 5,442 -1,206 -18.14 761 -22.66 0.0330
2018-05-15 2018-03-31 13F AMERIPRISE FINL INC COM COM 03076C106 6,648 -481 -6.75 984 -18.54 0.0443
2018-02-14 2017-12-31 13F AMERIPRISE FINL COM 03076C106 7,129 3,441 93.30 1,208 120.44 0.0645
2017-11-14 2017-09-30 13F AMERIPRISE FINL COM 03076C106 3,688 1,688 84.40 548 114.90 0.0318
2017-08-14 2017-06-30 13F AMERIPRISE FINL COM 03076C106 2,000 0 0.00 255 -1.54 0.0165
2017-05-15 2017-03-31 13F AMERIPRISE FINL COM 03076C106 2,000 0 0.00 259 16.67 0.0175
2017-02-14 2016-12-31 13F AMERIPRISE FINL COM 03076C106 2,000 0 0.00 222 11.00 0.0162
2016-11-14 2016-09-30 13F AMERIPRISE FINL COM 03076C106 2,000 2,000 0.00 200 0.0202
2016-05-13 2016-03-31 13F AMERIPRISE FINL COM 03076C106 0 -2,000 -100.00 0 -100.00
2016-02-12 2015-12-31 13F/A AMERIPRISE FINL COM 03076C106 2,000 0 0.00 213 -2.29 0.0272
2016-02-11 2015-12-31 13F AMERIPRISE FINL COM 03076C106 5,000 3,000 661 0.0869
2015-10-30 2015-09-30 13F AMERIPRISE FINL COM 03076C106 2,000 0 0.00 218 -12.80 0.0281
2015-07-30 2015-06-30 13F AMERIPRISE FINL COM 03076C106 2,000 2,000 0.00 250 -61.77 0.0294
2015-05-15 2015-03-31 13F/A-1 AMERIPRISE FINL INC COM COM 03076C106 0 -5,000 -100.00 654 -1.06 0.0800
2015-05-15 2015-03-31 13F AMERIPRISE FINL INC COM COM 03076C106 0 654
2015-02-11 2014-12-31 13F/A-1 AMERIPRISE FINL INC COM COM 03076C106 5,000 0 0.00 661 7.13 0.0807
2015-02-11 2014-12-31 13F AMERIPRISE FINL INC COM COM 03076C106 5,000 0 661 0.0807
2014-11-07 2014-09-30 13F AMERIPRISE FINL INC COM COM 03076C106 5,000 -500 -9.09 617 -6.52 0.0791
2014-07-31 2014-06-30 13F AMERIPRISE FINL INC COM COM 03076C106 5,500 -1,900 -25.68 660 -19.02 0.0855
2014-05-13 2014-03-31 13F AMERIPRISE FINL INC COM COM 03076C106 7,400 -600 -7.50 815 -11.41 0.1152
2014-02-07 2013-12-31 13F AMERIPRISE FINL INC COM COM 03076C106 8,000 0 0.00 920 26.20 0.1389
2013-10-31 2013-09-30 13F/A-1 AMERIPRISE FINL INC COM COM 03076C106 8,000 0 0.00 729 12.67 0.1251
2013-10-25 2013-09-30 13F AMERIPRISE FINL INC COM COM 03076C106 8,000 729
2013-07-22 2013-06-30 13F AMERIPRISE FINL INC COM COM 03076C106 8,000 8,000 647 0.1109
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.