阿默普萊斯金融公司
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionUtah Retirement Systems
Latest Disclosed Ownership14,850 shares
Latest Disclosed Value $ 6,599,340
Utah Retirement Systems reports 5.38% decrease in ownership of AMP / Ameriprise Financial, Inc.

On May 15, 2026 - Utah Retirement Systems filed a 13F-HR form disclosing ownership of 14,850 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $6,599,340 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 15,695 shares of Ameriprise Financial, Inc.. This represents a change in shares of -5.38% 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 14,850 -845 -5.38 6,599 -14.24 0.0675
2026-02-17 2025-12-31 13F AMERIPRISE FINL COM 03076C106 15,695 -141 -0.89 7,696 -1.08 0.0732
2025-11-14 2025-09-30 13F AMERIPRISE FINL COM 03076C106 15,836 21 0.13 7,779 -7.83 0.0756
2025-08-14 2025-06-30 13F AMERIPRISE FINL COM 03076C106 15,815 -107 -0.67 8,441 9.51 0.0881
2025-05-15 2025-03-31 13F AMERIPRISE FINL COM 03076C106 15,922 -189 -1.17 7,708 -10.14 0.0889
2025-02-14 2024-12-31 13F AMERIPRISE FINL COM 03076C106 16,111 -433 -2.62 8,578 10.36 0.0945
2024-11-14 2024-09-30 13F AMERIPRISE FINL COM 03076C106 16,544 58 0.35 7,773 10.37 0.0877
2024-08-14 2024-06-30 13F AMERIPRISE FINL COM 03076C106 16,486 -939 -5.39 7,043 -7.82 0.0836
2024-05-15 2024-03-31 13F AMERIPRISE FINL COM 03076C106 17,425 -353 -1.99 7,640 13.14 0.0893
2024-02-14 2023-12-31 13F AMERIPRISE FINL COM 03076C106 17,778 -300 -1.66 6,753 13.31 0.0860
2023-11-14 2023-09-30 13F AMERIPRISE FINL COM 03076C106 18,078 0 0.00 5,960 -0.75 0.0852
2023-08-14 2023-06-30 13F AMERIPRISE FINL COM 03076C106 18,078 -600 -3.21 6,005 4.89 0.0833
2023-05-16 2023-03-31 13F AMERIPRISE FINL COM 03076C106 18,678 -202 -1.07 5,725 -2.62 0.0828
2023-02-15 2022-12-31 13F AMERIPRISE FINL COM 03076C106 18,880 -445 -2.30 5,879 20.72 0.0932
2022-11-14 2022-09-30 13F AMERIPRISE FINL COM 03076C106 19,325 -248 -1.27 4,869 4.66 0.0812
2022-08-16 2022-06-30 13F AMERIPRISE FINL COM 03076C106 19,573 -400 -2.00 4,652 -22.45 0.0745
2022-05-13 2022-03-31 13F AMERIPRISE FINL COM 03076C106 19,973 -400 -1.96 5,999 -2.39 0.0798
2022-02-14 2021-12-31 13F AMERIPRISE FINL COM 03076C106 20,373 -200 -0.97 6,146 13.12 0.0759
2021-11-16 2021-09-30 13F AMERIPRISE FINL COM 03076C106 20,573 -1,600 -7.22 5,433 -1.54 0.0735
2021-08-16 2021-06-30 13F AMERIPRISE FINL COM 03076C106 22,173 -400 -1.77 5,518 5.16 0.0710
2021-05-17 2021-03-31 13F AMERIPRISE FINL COM 03076C106 22,573 -1,000 -4.24 5,247 14.54 0.0731
2021-02-16 2020-12-31 13F AMERIPRISE FINL COM 03076C106 23,573 500 2.17 4,581 28.86 0.0650
2020-11-16 2020-09-30 13F AMERIPRISE FINL COM 03076C106 23,073 -300 -1.28 3,555 1.37 0.0590
2020-08-13 2020-06-30 13F/A-1 AMERIPRISE FINL COM 03076C106 23,373 -700 -2.91 3,507 42.16 0.0644
2020-08-13 2020-06-30 13F AMERIPRISE FINL COM 03076C106 23,373 -700 3,507 64,367.6389
2020-05-15 2020-03-31 13F AMERIPRISE FINL COM 03076C106 24,073 0 0.00 2,467 -38.48 0.0534
2020-02-12 2019-12-31 13F AMERIPRISE FINL COM 03076C106 24,073 -800 -3.22 4,010 9.59 0.0705
2019-11-14 2019-09-30 13F AMERIPRISE FINL COM 03076C106 24,873 -500 -1.97 3,659 -0.65 0.0696
2019-08-14 2019-06-30 13F AMERIPRISE FINL COM 03076C106 25,373 -385 -1.49 3,683 11.61 0.0705
2019-05-15 2019-03-31 13F AMERIPRISE FINL COM 03076C106 25,758 -576 -2.19 3,300 20.04 0.0654
2019-02-08 2018-12-31 13F AMERIPRISE FINL COM 03076C106 26,334 0 0.00 2,749 -29.30 0.0622
2018-11-13 2018-09-30 13F AMERIPRISE FINL COM 03076C106 26,334 -400 -1.50 3,888 3.99 0.0753
2018-08-10 2018-06-30 13F AMERIPRISE FINL COM 03076C106 26,734 -800 -2.91 3,739 -8.20 0.0774
2018-05-15 2018-03-31 13F AMERIPRISE FINL COM 03076C106 27,534 100 0.36 4,073 -12.41 0.0866
2018-02-14 2017-12-31 13F AMERIPRISE FINL COM 03076C106 27,434 0 0.00 4,650 14.14 0.0977
2017-11-13 2017-09-30 13F AMERIPRISE FINL COM 03076C106 27,434 -500 -1.79 4,074 14.60 0.0916
2017-08-08 2017-06-30 13F AMERIPRISE FINL COM 03076C106 27,934 1,100 4.10 3,555 2.16 0.0829
2017-05-11 2017-03-31 13F AMERIPRISE FINL COM 03076C106 26,834 -1,900 -6.61 3,480 9.16 0.0832
2017-02-10 2016-12-31 13F AMERIPRISE FINL COM 03076C106 28,734 0 0.00 3,188 11.20 0.0802
2016-11-07 2016-09-30 13F AMERIPRISE FINL COM 03076C106 28,734 0 0.00 2,867 11.04 0.0742
2016-08-03 2016-06-30 13F AMERIPRISE FINL COM 03076C106 28,734 -2,100 -6.81 2,582 -10.90 0.0688
2016-05-10 2016-03-31 13F AMERIPRISE FINL COM 03076C106 30,834 -1,700 -5.23 2,898 -16.29 0.0786
2016-02-11 2015-12-31 13F AMERIPRISE FINL COM 03076C106 32,534 100 0.31 3,462 -2.20 0.0939
2015-11-03 2015-09-30 13F AMERIPRISE FINL COM 03076C106 32,434 100 0.31 3,540 -12.35 0.1014
2015-08-11 2015-06-30 13F AMERIPRISE FINL COM 03076C106 32,334 -1,700 -5.00 4,039 -9.30 0.1073
2015-05-14 2015-03-31 13F AMERIPRISE FINL COM 03076C106 34,034 1,200 3.65 4,453 2.56 0.1170
2015-02-11 2014-12-31 13F AMERIPRISE FINL COM 03076C106 32,834 0 0.00 4,342 7.18 0.1194
2014-11-06 2014-09-30 13F AMERIPRISE FINL COM 03076C106 32,834 -100 -0.30 4,051 2.51 0.1162
2014-08-08 2014-06-30 13F AMERIPRISE FINL COM 03076C106 32,934 -3,300 -9.11 3,952 -0.90 0.1132
2014-05-08 2014-03-31 13F AMERIPRISE FINL COM 03076C106 36,234 300 0.83 3,988 -3.53 0.1150
2014-02-05 2013-12-31 13F AMERIPRISE FINL COM 03076C106 35,934 0 0.00 4,134 26.31 0.1223
2013-11-06 2013-09-30 13F AMERIPRISE FINL COM 03076C106 35,934 -300 -0.83 3,273 11.67 0.1059
2013-08-02 2013-06-30 13F AMERIPRISE FINL COM 03076C106 36,234 36,234 2,931 0.0990
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.