阿默普萊斯金融公司
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionZhang Financial LLC
Latest Disclosed Ownership6,743 shares
Latest Disclosed Value $ 2,996,500
Zhang Financial LLC reports 22.42% increase in ownership of AMP / Ameriprise Financial, Inc.

On May 6, 2026 - Zhang Financial LLC filed a 13F-HR form disclosing ownership of 6,743 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $2,996,500 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 5,508 shares of Ameriprise Financial, Inc.. This represents a change in shares of 22.42% 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)
2026-05-06 2026-03-31 13F AMERIPRISE FINANCIAL COM 03076C106 6,743 1,235 22.42 2,996 10.92 0.1036
2026-02-10 2025-12-31 13F AMERIPRISE FINANCIAL COM 03076C106 5,508 855 18.38 2,701 18.21 0.1007
2025-11-10 2025-09-30 13F AMERIPRISE FINANCIAL COM 03076C106 4,653 557 13.60 2,286 4.53 0.0929
2025-08-01 2025-06-30 13F AMERIPRISE FINANCIAL COM 03076C106 4,096 -320 -7.25 2,186 2.29 0.1009
2025-04-15 2025-03-31 13F AMERIPRISE FINANCIAL COM 03076C106 4,416 954 27.56 2,138 15.95 0.1131
2025-01-16 2024-12-31 13F AMERIPRISE FINANCIAL COM 03076C106 3,462 190 5.81 1,844 19.91 0.1056
2024-10-15 2024-09-30 13F AMERIPRISE FINANCIAL COM 03076C106 3,272 396 13.77 1,537 25.16 0.0970
2024-07-19 2024-06-30 13F AMERIPRISE FINANCIAL COM 03076C106 2,876 197 7.35 1,229 4.60 0.0859
2024-04-24 2024-03-31 13F AMERIPRISE FINANCIAL COM 03076C106 2,679 955 55.39 1,174 79.51 0.0870
2024-01-31 2023-12-31 13F AMERIPRISE FINANCIAL COM 03076C106 1,724 203 13.35 655 30.54 0.0562
2023-10-11 2023-09-30 13F AMERIPRISE FINANCIAL COM 03076C106 1,521 419 38.02 501 36.89 0.0508
2023-07-18 2023-06-30 13F AMERIPRISE FINANCIAL COM 03076C106 1,102 1,102 366 0.0376
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.