阿默普萊斯金融公司
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionBragg Financial Advisors, Inc
Latest Disclosed Ownership32,707 shares
Latest Disclosed Value $ 14,535,119
Bragg Financial Advisors, Inc reports 0.67% decrease in ownership of AMP / Ameriprise Financial, Inc.

On May 15, 2026 - Bragg Financial Advisors, Inc filed a 13F-HR form disclosing ownership of 32,707 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $14,535,119 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 32,926 shares of Ameriprise Financial, Inc.. This represents a change in shares of -0.67% 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 32,707 -219 -0.67 14,535 -9.97 0.4598
2026-02-13 2025-12-31 13F AMERIPRISE FINL COM 03076C106 32,926 -630 -1.88 16,145 -2.06 0.5256
2025-11-13 2025-09-30 13F AMERIPRISE FINL COM 03076C106 33,556 -178 -0.53 16,485 -8.45 0.5453
2025-08-14 2025-06-30 13F AMERIPRISE FINL COM 03076C106 33,734 -138 -0.41 18,005 9.81 0.6433
2025-05-14 2025-03-31 13F AMERIPRISE FINL COM 03076C106 33,872 -558 -1.62 16,398 -10.55 0.6745
2025-02-13 2024-12-31 13F AMERIPRISE FINL COM 03076C106 34,430 -2,213 -6.04 18,332 6.48 0.7424
2024-11-14 2024-09-30 13F AMERIPRISE FINL COM 03076C106 36,643 -405 -1.09 17,215 8.78 0.7084
2024-08-15 2024-06-30 13F AMERIPRISE FINL COM 03076C106 37,048 -1,164 -3.05 15,826 -5.53 0.7063
2024-05-14 2024-03-31 13F/A-1 AMERIPRISE FINL COM 03076C106 38,212 -1,512 -3.81 16,754 11.04 0.7517
2024-05-14 2024-03-31 13F AMERIPRISE FINL COM 03076C106 38,212 -1,512 16,754 0.7517
2024-02-14 2023-12-31 13F AMERIPRISE FINL COM 03076C106 39,724 -2,055 -4.92 15,088 9.55 0.7177
2023-11-14 2023-09-30 13F AMERIPRISE FINL COM 03076C106 41,779 -3,175 -7.06 13,774 -7.76 0.7273
2023-08-15 2023-06-30 13F AMERIPRISE FINL COM 03076C106 44,954 -1,611 -3.46 14,932 4.62 0.8200
2023-05-15 2023-03-31 13F AMERIPRISE FINL COM 03076C106 46,565 -846 -1.78 14,272 -3.32 0.8420
2023-02-15 2022-12-31 13F AMERIPRISE FINL COM 03076C106 47,411 -3,891 -7.58 14,762 14.21 0.8977
2022-11-14 2022-09-30 13F AMERIPRISE FINL COM 03076C106 51,302 -1,431 -2.71 12,925 3.12 0.8914
2022-08-15 2022-06-30 13F AMERIPRISE FINL COM 03076C106 52,733 -477 -0.90 12,534 -21.57 0.8328
2022-05-11 2022-03-31 13F AMERIPRISE FINL COM 03076C106 53,210 -3,875 -6.79 15,982 6.00 0.9314
2022-02-14 2021-12-31 13F AMERIPRISE FINL COM 03076C106 57,085 0 0.00 15,077 0.00 0.9663
2021-11-15 2021-09-30 13F AMERIPRISE FINL COM 03076C106 57,085 -4,143 -6.77 15,077 -1.06 0.9663
2021-08-16 2021-06-30 13F AMERIPRISE FINL COM 03076C106 61,228 -1,523 -2.43 15,238 4.47 0.9732
2021-05-14 2021-03-31 13F AMERIPRISE FINL COM 03076C106 62,751 184 0.29 14,586 19.96 0.9821
2021-02-11 2020-12-31 13F AMERIPRISE FINL COM 03076C106 62,567 409 0.66 12,159 26.93 1.0637
2020-11-13 2020-09-30 13F AMERIPRISE FINL COM 03076C106 62,158 -472 -0.75 9,579 1.94 0.9818
2020-08-14 2020-06-30 13F AMERIPRISE FINL COM 03076C106 62,630 785 1.27 9,397 48.26 1.0461
2020-05-15 2020-03-31 13F AMERIPRISE FINL COM 03076C106 61,845 726 1.19 6,338 -37.75 0.8516
2020-02-14 2019-12-31 13F AMERIPRISE FINL COM 03076C106 61,119 196 0.32 10,181 13.60 1.1398
2019-11-14 2019-09-30 13F AMERIPRISE FINL COM 03076C106 60,923 577 0.96 8,962 2.31 1.0896
2019-08-14 2019-06-30 13F AMERIPRISE FINL COM 03076C106 60,346 69 0.11 8,760 13.46 1.0797
2019-05-13 2019-03-31 13F AMERIPRISE FINL COM 03076C106 60,277 891 1.50 7,721 24.57 1.0029
2019-02-14 2018-12-31 13F AMERIPRISE FINL COM 03076C106 59,386 916 1.57 6,198 -28.21 0.9317
2018-11-14 2018-09-30 13F AMERIPRISE FINL COM 03076C106 58,470 646 1.12 8,634 6.75 1.1604
2018-08-14 2018-06-30 13F AMERIPRISE FINL COM 03076C106 57,824 926 1.63 8,088 -3.92 1.1543
2018-05-14 2018-03-31 13F AMERIPRISE FINL COM 03076C106 56,898 16 0.03 8,418 -12.68 1.2315
2018-02-14 2017-12-31 13F AMERIPRISE FINL COM 03076C106 56,882 -638 -1.11 9,640 12.85 1.3844
2017-11-14 2017-09-30 13F AMERIPRISE FINL COM 03076C106 57,520 -72 -0.13 8,542 16.52 1.3090
2017-08-14 2017-06-30 13F AMERIPRISE FINL COM 03076C106 57,592 206 0.36 7,331 -1.49 1.1567
2017-05-16 2017-03-31 13F AMERIPRISE FINL COM 03076C106 57,386 995 1.76 7,442 18.96 1.1934
2017-02-14 2016-12-31 13F AMERIPRISE FINL COM 03076C106 56,391 770 1.38 6,256 12.74 1.0314
2016-11-14 2016-09-30 13F AMERIPRISE FINL COM 03076C106 55,621 968 1.77 5,549 12.99 0.9911
2016-08-15 2016-06-30 13F AMERIPRISE FINL COM 03076C106 54,653 5,013 10.10 4,911 5.23 0.8851
2016-05-12 2016-03-31 13F AMERIPRISE FINL COM 03076C106 49,640 7,955 19.08 4,667 5.21 0.8974
2016-02-10 2015-12-31 13F AMERIPRISE FINL COM 03076C106 41,685 1,595 3.98 4,436 1.39 0.9509
2015-11-12 2015-09-30 13F AMERIPRISE FINL COM 03076C106 40,090 2,177 5.74 4,375 -7.62 1.0465
2015-08-14 2015-06-30 13F AMERIPRISE FINL COM 03076C106 37,913 489 1.31 4,736 -3.29 1.0835
2015-05-15 2015-03-31 13F AMERIPRISE FINL COM 03076C106 37,424 2,046 5.78 4,897 4.66 1.1281
2015-02-11 2014-12-31 13F AMERIPRISE FINL COM 03076C106 35,378 -324 -0.91 4,679 6.22 1.1348
2014-11-14 2014-09-30 13F AMERIPRISE FINL COM 03076C106 35,702 -1,586 -4.25 4,405 -1.54 1.1125
2014-08-13 2014-06-30 13F AMERIPRISE FINL COM 03076C106 37,288 -874 -2.29 4,474 6.50 1.0722
2014-05-14 2014-03-31 13F AMERIPRISE FINL COM 03076C106 38,162 -515 -1.33 4,201 -5.60 1.0267
2014-02-14 2013-12-31 13F AMERIPRISE FINL COM 03076C106 38,677 -217 -0.56 4,450 25.60 1.0794
2013-11-14 2013-09-30 13F Ameriprise Financial Com 031897101 38,894 156 0.40 3,543 13.09 0.9217
2013-08-14 2013-06-30 13F Ameriprise Financial Com 031897101 38,738 38,738 3,133 0.8587
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.