阿默普萊斯金融公司
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,024,758 shares
Latest Disclosed Value $ 455,386,860
Dimensional Fund Advisors Lp reports 1.96% increase in ownership of AMP / Ameriprise Financial, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,024,758 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $455,386,860 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,005,027 shares of Ameriprise Financial, Inc.. This represents a change in shares of 1.96% 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)
2026-05-07 2026-03-31 13F AMERIPRISE FINL COM 03076C106 1,024,758 19,731 1.96 455,387 -7.60 0.0946
2026-02-12 2025-12-31 13F AMERIPRISE FINL COM 03076C106 1,005,027 -6,824 -0.67 492,826 -0.86 0.1034
2025-11-12 2025-09-30 13F AMERIPRISE FINL COM 03076C106 1,011,851 -60,033 -5.60 497,123 -13.10 0.1067
2025-08-12 2025-06-30 13F AMERIPRISE FINL COM 03076C106 1,071,884 -17,664 -1.62 572,078 8.47 0.1325
2025-05-13 2025-03-31 13F AMERIPRISE FINL COM 03076C106 1,089,548 -71,301 -6.14 527,427 -14.67 0.1311
2025-02-13 2024-12-31 13F AMERIPRISE FINL COM 03076C106 1,160,849 -18,703 -1.59 618,066 11.53 0.1484
2024-11-07 2024-09-30 13F AMERIPRISE FINL COM 03076C106 1,179,552 49,920 4.42 554,160 14.83 0.1344
2024-08-09 2024-06-30 13F AMERIPRISE FINL COM 03076C106 1,129,632 110,319 10.82 482,588 7.98 0.1261
2024-05-10 2024-03-31 13F AMERIPRISE FINL COM 03076C106 1,019,313 4,088 0.40 446,907 15.89 0.1210
2024-02-07 2023-12-31 13F AMERIPRISE FINL COM 03076C106 1,015,225 35,931 3.67 385,620 19.44 0.1126
2023-11-09 2023-09-30 13F AMERIPRISE FINL COM 03076C106 979,294 -1,625 -0.17 322,865 -0.91 0.1059
2023-08-09 2023-06-30 13F AMERIPRISE FINL COM 03076C106 980,919 -24,418 -2.43 325,827 5.75 0.1038
2023-05-12 2023-03-31 13F AMERIPRISE FINL COM 03076C106 1,005,337 11,057 1.11 308,122 99,615.53 0.1038
2023-02-09 2022-12-31 13F AMERIPRISE FINL COM 03076C106 994,280 761 0.08 310 -99.88 0.0915
2022-11-10 2022-09-30 13F AMERIPRISE FINL COM 03076C106 993,519 71,559 7.76 250,327 14.24 0.0961
2022-08-12 2022-06-30 13F AMERIPRISE FINL COM 03076C106 921,960 77,006 9.11 219,125 -13.67 0.0786
2022-05-13 2022-03-31 13F AMERIPRISE FINL COM 03076C106 844,954 132,125 18.54 253,820 18.04 0.0782
2022-02-09 2021-12-31 13F AMERIPRISE FINL COM 03076C106 712,829 32,603 4.79 215,030 19.67 0.0650
2021-11-12 2021-09-30 13F AMERIPRISE FINL COM 03076C106 680,226 -279,695 -29.14 179,682 -24.79 0.0579
2021-08-12 2021-06-30 13F AMERIPRISE FINL COM 03076C106 959,921 -155,236 -13.92 238,898 -7.84 0.0756
2021-05-14 2021-03-31 13F AMERIPRISE FINL COM 03076C106 1,115,157 -13,035 -1.16 259,221 18.25 0.0857
2021-03-08 2020-12-31 13F/A-2 AMERIPRISE FINL COM 03076C106 1,128,192 13,103 1.18 219,222 27.60 0.0792
2021-02-11 2020-12-31 13F AMERIPRISE FINL COM 03076C106 1,128,192 13,103 219,222 79,171.3341
2020-11-12 2020-09-30 13F AMERIPRISE FINL COM 03076C106 1,115,089 60,333 5.72 171,803 8.57 0.0729
2020-08-13 2020-06-30 13F AMERIPRISE FINL COM 03076C106 1,054,756 49,202 4.89 158,246 53.52 0.0696
2020-05-14 2020-03-31 13F AMERIPRISE FINL COM 03076C106 1,005,554 -7,488 -0.74 103,079 -38.92 0.0537
2020-02-14 2019-12-31 13F AMERIPRISE FINL COM 03076C106 1,013,042 -4,366 -0.43 168,751 12.75 0.0615
2019-11-12 2019-09-30 13F AMERIPRISE FINL COM 03076C106 1,017,408 1,430 0.14 149,665 1.48 0.0582
2019-08-13 2019-06-30 13F AMERIPRISE FINL COM 03076C106 1,015,978 6,965 0.69 147,476 14.10 0.0573
2019-08-12 2019-03-31 13F/A-2 AMERIPRISE FINL COM 03076C106 1,009,013 24,654 2.50 129,252 25.81 0.0515
2019-05-10 2019-03-31 13F AMERIPRISE FINL COM 03076C106 1,009,013 24,654 129,252
2019-02-26 2018-12-31 13F/A-1 AMERIPRISE FINL COM 03076C106 984,359 181,115 22.55 102,736 -13.38 0.0465
2019-02-13 2018-12-31 13F AMERIPRISE FINL COM 03076C106 984,359 181,115 102,736
2018-11-13 2018-09-30 13F AMERIPRISE FINL COM 03076C106 803,244 84,689 11.79 118,612 18.01 0.0451
2018-08-10 2018-06-30 13F AMERIPRISE FINL COM 03076C106 718,555 49,067 7.33 100,507 1.48 0.0401
2018-05-11 2018-03-31 13F AMERIPRISE FINL COM 03076C106 669,488 6,978 1.05 99,044 -11.80 0.0413
2018-02-12 2017-12-31 13F AMERIPRISE FINL COM 03076C106 662,510 -127,389 -16.13 112,289 -4.28 0.0465
2017-11-13 2017-09-30 13F AMERIPRISE FINL COM 03076C106 789,899 -184,373 -18.92 117,305 -5.41 0.0513
2017-08-11 2017-06-30 13F AMERIPRISE FINL COM 03076C106 974,272 59,289 6.48 124,020 4.52 0.0573
2017-05-12 2017-03-31 13F AMERIPRISE FINL COM 03076C106 914,983 4,211 0.46 118,653 17.43 0.0567
2017-02-09 2016-12-31 13F AMERIPRISE FINL COM 03076C106 910,772 -47,006 -4.91 101,038 5.75 0.0505
2016-11-10 2016-09-30 13F AMERIPRISE FINL COM 03076C106 957,778 28,586 3.08 95,548 14.45 0.0516
2016-08-09 2016-06-30 13F AMERIPRISE FINL COM 03076C106 929,192 188,740 25.49 83,486 19.92 0.0480
2016-05-13 2016-03-31 13F AMERIPRISE FINL COM 03076C106 740,452 123,189 19.96 69,616 5.97 0.0417
2016-02-10 2015-12-31 13F AMERIPRISE FINL COM 03076C106 617,263 38,859 6.72 65,693 4.08 0.0409
2015-11-13 2015-09-30 13F AMERIPRISE FINL COM 03076C106 578,404 138,704 31.55 63,115 14.90 0.0414
2015-08-14 2015-06-30 13F AMERIPRISE FINL COM 03076C106 439,700 1,127 0.26 54,931 -4.26 0.0336
2015-05-14 2015-03-31 13F AMERIPRISE FINL COM 03076C106 438,573 -123,387 -21.96 57,378 -22.81 0.0362
2015-02-06 2014-12-31 13F AMERIPRISE FINL COM 03076C106 561,960 18,800 3.46 74,329 10.91 0.0488
2014-11-13 2014-09-30 13F AMERIPRISE FINL COM 03076C106 543,160 -89,661 -14.17 67,018 -11.74 0.0475
2014-08-08 2014-06-30 13F AMERIPRISE FINL COM 03076C106 632,821 -6,883 -1.08 75,936 7.87 0.0528
2014-05-14 2014-03-31 13F AMERIPRISE FINL COM 03076C106 639,704 1,001 0.16 70,399 -4.19 0.0526
2014-02-12 2013-12-31 13F AMERIPRISE FINL COM 03076C106 638,703 -28,953 -4.34 73,476 20.83 0.0573
2013-11-13 2013-09-30 13F AMERIPRISE FINL COM 03076C106 667,656 3,856 0.58 60,807 13.25 0.0526
2013-08-15 2013-06-30 13F AMERIPRISE FINL COM 03076C106 663,800 663,800 53,693 0.0506
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.