阿默普萊斯金融公司
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership195,476 shares
Latest Disclosed Value $ 95,849,784
CIBC Private Wealth Group, LLC reports 26.99% decrease in ownership of AMP / Ameriprise Financial, Inc.

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 195,476 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $95,849,784 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 267,731 shares of Ameriprise Financial, Inc.. This represents a change in shares of -26.99% 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)
2026-02-12 2025-12-31 13F AMERIPRISE FINL COM 03076C106 195,476 -72,255 -26.99 95,850 -27.12 0.1620
2025-11-24 2025-09-30 13F AMERIPRISE FINL COM 03076C106 267,731 -1,701 -0.63 131,523 -8.54 0.2252
2025-08-12 2025-06-30 13F AMERIPRISE FINL COM 03076C106 269,432 -70,692 -20.78 143,804 -0.76 0.2569
2025-05-14 2025-03-31 13F AMERIPRISE FINL COM 03076C106 340,124 2,159 0.64 144,900 -19.85 0.3060
2025-02-12 2024-12-31 13F Ameriprise Financial COM 03076C106 337,965 -4,132 -1.21 180,788 12.49 0.3278
2024-11-13 2024-09-30 13F Ameriprise Financial COM 03076C106 342,097 -5,510 -1.59 160,721 8.27 0.2880
2024-08-09 2024-06-30 13F Ameriprise Financial COM 03076C106 347,607 -1,641 -0.47 148,449 -2.25 0.2784
2024-05-10 2024-03-31 13F Ameriprise Financial COM 03076C106 349,248 135,380 63.30 151,863 86.95 0.2975
2024-02-13 2023-12-31 13F AMERIPRISE FINL INC COM COM 03076C106 213,868 3,184 1.51 81,234 16.95 0.1721
2023-11-13 2023-09-30 13F AMERIPRISE FINL INC COM COM 03076C106 210,684 -1,105 -0.52 69,458 -1.26 0.1644
2023-11-21 2023-06-30 13F/A-1 AMERIPRISE FINL INC COM COM 03076C106 211,789 57,144 36.95 70,348 48.42 0.1538
2023-08-10 2023-06-30 13F AMERIPRISE FINL INC COM COM 03076C106 211,789 57,144 70,348 0.1538
2023-11-21 2023-03-31 13F/A-1 AMERIPRISE FINL INC COM COM 03076C106 154,645 -2,064 -1.32 47,399 -0.96 0.1049
2023-05-12 2023-03-31 13F AMERIPRISE FINL INC COM COM 03076C106 154,645 -2,064 47,399 0.1030
2023-06-01 2022-12-31 13F/A-2 AMERIPRISE FINL INC COM COM 03076C106 156,709 2,662 1.73 47,858 23.31 0.1607
2023-02-14 2022-12-31 13F/A-1 AMERIPRISE FINL INC COM COM 03076C106 156,709 2,662 48,794 0.1022
2023-02-13 2022-12-31 13F AMERIPRISE FINL INC COM COM 03076C106 156,709 2,662 48,794 0.0000
2022-11-15 2022-09-30 13F AMERIPRISE FINL INC COM COM 03076C106 154,047 1,207 0.79 38,811 6.84 0.1045
2022-08-03 2022-06-30 13F AMERIPRISE FINL COM 03076C106 152,840 -2,088 -1.35 36,327 -21.94 0.0943
2022-05-16 2022-03-31 13F AMERIPRISE FINL COM 03076C106 154,928 4,430 2.94 46,535 2.50 0.1016
2022-04-04 2021-12-31 13F/A-1 AMERIPRISE FINL COM 03076C106 150,498 1,166 0.78 45,399 15.10 0.0942
2022-02-08 2021-12-31 13F AMERIPRISE FINL COM 03076C106 150,498 1,166 45,399 0.0942
2021-11-12 2021-09-30 13F AMERIPRISE FINL COM 03076C106 149,332 -5,554 -3.59 39,442 2.32 0.0918
2021-08-16 2021-06-30 13F AMERIPRISE FINL COM 03076C106 154,886 406 0.26 38,548 7.35 0.0885
2021-05-12 2021-03-31 13F AMERIPRISE FINL COM 03076C106 154,480 -4,627 -2.91 35,909 16.14 0.0904
2021-02-12 2020-12-31 13F AMERIPRISE FINL COM 03076C106 159,107 -2,911 -1.80 30,918 23.83 0.0817
2020-11-03 2020-09-30 13F/A-1 AMERIPRISE FINL COM 03076C106 162,018 -2,208 -1.34 24,969 1.34 0.0765
2020-08-13 2020-06-30 13F AMERIPRISE FINL INC COM Com 03076C106 164,226 -4,606 -2.73 24,640 42.41 0.1197
2020-05-15 2020-03-31 13F AMERIPRISE FINL COM 03076C106 168,832 -263 -0.16 17,302 -38.58 0.0742
2020-01-30 2019-12-31 13F AMERIPRISE FINL COM 03076C106 169,095 1,499 0.89 28,169 14.26 0.0919
2019-10-16 2019-09-30 13F AMERIPRISE FINL COM 03076C106 167,596 -1,548 -0.92 24,654 0.42 0.0867
2019-07-31 2019-06-30 13F AMERIPRISE FINL COM 03076C106 169,144 29,583 21.20 24,552 37.33 0.0862
2019-05-10 2019-03-31 13F AMERIPRISE FINL COM 03076C106 139,561 -782 -0.56 17,878 22.04 0.0690
2019-02-05 2018-12-31 13F AMERIPRISE FINL COM 03076C106 140,343 -2,155 -1.51 14,649 -30.38 0.0653
2018-11-14 2018-09-30 13F AMERIPRISE FINL COM 03076C106 142,498 403 0.28 21,042 5.87 0.0798
2018-08-02 2018-06-30 13F AMERIPRISE FINL COM 03076C106 142,095 816 0.58 19,876 -4.90 0.0810
2018-05-17 2018-03-31 13F AMERIPRISE FINL COM 03076C106 141,279 2,762 1.99 20,901 -10.96 0.0908
2018-02-12 2017-12-31 13F AMERIPRISE FINL COM 03076C106 138,517 1,237 0.90 23,475 15.14 0.0996
2017-12-21 2017-09-30 13F/A-1 AMERIPRISE FINL INC COM COM 03076C106 137,280 479 0.35 20,388 17.08 0.0929
2017-11-14 2017-09-30 13F AMERIPRISE FINL INC COM COM 03076C106 137,280 479 20,388
2017-08-09 2017-06-30 13F AMERIPRISE FINL INC COM Com 03076C106 136,801 5,235 3.98 17,414 2.07 0.1093
2017-05-10 2017-03-31 13F AMERIPRISE FINL INC COM Com 03076C106 131,566 -4,954 -3.63 17,061 12.64 0.1072
2017-02-13 2016-12-31 13F AMERIPRISE FINL INC COM Com 03076C106 136,520 577 0.42 15,146 11.67 0.1001
2016-11-09 2016-09-30 13F AMERIPRISE FINL INC COM Com 03076C106 135,943 1,898 1.42 13,563 12.61 0.0941
2016-08-11 2016-06-30 13F AMERIPRISE FINL INC COM Com 03076C106 134,045 6,738 5.29 12,044 0.64 0.0879
2016-05-11 2016-03-31 13F AMERIPRISE FINL INC COM Com 03076C106 127,307 2,750 2.21 11,967 -9.72 0.0925
2016-02-10 2015-12-31 13F AMERIPRISE FINL INC COM Com 03076C106 124,557 1,764 1.44 13,255 -1.07 0.1037
2015-11-12 2015-09-30 13F AMERIPRISE FINL INC COM Com 03076C106 122,793 -715 -0.58 13,399 -13.16 0.1102
2015-08-13 2015-06-30 13F AMERIPRISE FINL INC COM Com 03076C106 123,508 1,307 1.07 15,429 -3.50 0.1123
2015-05-11 2015-03-31 13F AMERIPRISE FINL INC COM Com 03076C106 122,201 3,574 3.01 15,989 1.91 0.1181
2015-02-12 2014-12-31 13F AMERIPRISE FINL INC COM Com 03076C106 118,627 -4,266 -3.47 15,689 3.46 0.1201
2014-11-12 2014-09-30 13F AMERIPRISE FINL INC COM Com 03076C106 122,893 248 0.20 15,164 3.03 0.1193
2014-08-13 2014-06-30 13F AMERIPRISE FINL INC COM Com 03076C106 122,645 -771 -0.62 14,718 5.10 0.1194
2014-05-14 2014-03-31 13F AMERIPRISE FINL INC COM COM 03076C106 123,416 123,416 14,004 0.1191
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.