Ameriprise Financial, Inc.
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionBelpointe Asset Management LLC
Latest Disclosed Ownership2,557 shares
Latest Disclosed Value $ 1,136,644
Belpointe Asset Management LLC reports 51.48% increase in ownership of AMP / Ameriprise Financial, Inc.

On April 28, 2026 - Belpointe Asset Management LLC filed a 13F-HR form disclosing ownership of 2,557 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $1,136,644 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 1,688 shares of Ameriprise Financial, Inc.. This represents a change in shares of 51.48% 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)
2026-04-28 2026-03-31 13F AMERIPRISE FINL COM 03076C106 2,557 869 51.48 1,137 37.36 0.0415
2026-01-27 2025-12-31 13F AMERIPRISE FINL COM 03076C106 1,688 217 14.75 828 14.54 0.0299
2025-11-03 2025-09-30 13F AMERIPRISE FINL COM 03076C106 1,471 11 0.75 723 -7.32 0.0276
2025-07-22 2025-06-30 13F AMERIPRISE FINL COM 03076C106 1,460 -128 -8.06 779 1.30 0.0325
2025-05-20 2025-03-31 13F AMERIPRISE FINL COM 03076C106 1,588 -162 -9.26 769 -2.16 0.0400
2025-02-13 2024-12-31 13F AMERIPRISE FINL COM 03076C106 1,750 -405 -18.79 787 -22.33 0.0474
2024-11-13 2024-09-30 13F AMERIPRISE FINL COM 03076C106 2,155 87 4.21 1,013 14.61 0.0608
2024-08-02 2024-06-30 13F AMERIPRISE FINL COM 03076C106 2,068 282 15.79 884 12.77 0.0616
2024-05-08 2024-03-31 13F AMERIPRISE FINL COM 03076C106 1,786 463 35.00 783 55.98 0.0586
2024-02-13 2023-12-31 13F AMERIPRISE FINL COM 03076C106 1,323 22 1.69 503 17.02 0.0441
2023-11-15 2023-09-30 13F AMERIPRISE FINL COM 03076C106 1,301 -184 -12.39 429 -12.98 0.0445
2023-08-15 2023-06-30 13F AMERIPRISE FINL COM 03076C106 1,485 -501 -25.23 494 -18.91 0.0522
2023-05-15 2023-03-31 13F AMERIPRISE FINL COM 03076C106 1,986 230 13.10 609 11.36 0.0329
2023-02-08 2022-12-31 13F AMERIPRISE FINL COM 03076C106 1,756 -1,658 -48.56 547 -36.51 0.0330
2022-11-14 2022-09-30 13F AMERIPRISE FINL COM 03076C106 3,414 1,624 90.73 860 102.35 0.0581
2022-08-02 2022-06-30 13F AMERIPRISE FINL COM 03076C106 1,790 -61 -3.30 425 -23.56 0.0285
2022-04-28 2022-03-31 13F AMERIPRISE FINL COM 03076C106 1,851 327 21.46 556 20.87 0.0337
2022-02-15 2021-12-31 13F AMERIPRISE FINL COM 03076C106 1,524 94 6.57 460 21.69 0.0287
2021-11-15 2021-09-30 13F AMERIPRISE FINL COM 03076C106 1,430 947 196.07 378 215.00 0.0258
2021-08-09 2021-06-30 13F AMERIPRISE FINL COM 03076C106 483 -100 -17.15 120 -11.76 0.0086
2021-05-14 2021-03-31 13F AMERIPRISE FINL COM 03076C106 583 -2 -0.34 136 19.30 0.0116
2021-02-16 2020-12-31 13F AMERIPRISE FINL COM 03076C106 585 585 114 0.0102
2020-11-13 2020-09-30 13F/A-1 AMERIPRISE FINL COM 03076C106 0 -3,922 -100.00 0 -100.00
2020-07-20 2020-06-30 13F AMERIPRISE FINL COM 03076C106 3,922 3,922 589 0.0763
2020-07-20 2020-03-31 13F AMERIPRISE FINL COM 03076C106 0 -4,604 -100.00 0 -100.00
2020-02-18 2019-12-31 13F AMERIPRISE FINL COM 03076C106 4,604 404 9.62 766 23.95 0.0972
2020-01-16 2019-09-30 13F AMERIPRISE FINL COM 03076C106 4,200 3,063 269.39 618 274.55 0.1000
2019-11-22 2019-06-30 13F AMERIPRISE FINL COM 03076C106 1,137 -103 -8.31 165 3.77 0.0325
2019-06-11 2019-03-31 13F AMERIPRISE FINL COM 03076C106 1,240 282 29.44 159 59.00 0.0311
2019-03-06 2018-12-31 13F AMERIPRISE FINL COM 03076C106 958 37 4.02 100 -26.47 0.0253
2018-11-23 2018-09-30 13F AMERIPRISE FINL COM 03076C106 921 921 136 0.0215
2018-08-06 2018-06-30 13F AMERIPRISE FINL COM 03076C106 0 -3,148 -100.00 0 -100.00
2018-08-06 2018-03-31 13F AMERIPRISE FINL COM 03076C106 3,148 29 0.93 466 -11.91 0.1358
2018-02-14 2017-12-31 13F AMERIPRISE FINL COM 03076C106 3,119 3,119 529 0.1159
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.