Ameriprise Financial, Inc.
IT ˙ BIT ˙ US03076C1062
376,40 € 0,00 (0,00%)
2026-06-04
AKTIENPREIS
SecurityIT:1AMP / Ameriprise Financial, Inc.
InstitutionAaron Wealth Advisors LLC
Latest Disclosed Ownership1,254 shares
Latest Disclosed Value $ 557,278
Aaron Wealth Advisors LLC reports 18.89% decrease in ownership of 1AMP / Ameriprise Financial, Inc.

On April 21, 2026 - Aaron Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 1,254 shares of Ameriprise Financial, Inc. (IT:1AMP) valued at $471,880 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 1,546 shares of Ameriprise Financial, Inc.. This represents a change in shares of -18.89% during the quarter. The current value of the position is $472,006 USD.

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)
2026-04-21 2026-03-31 13F AMERIPRISE FINL COM 03076C106 1,254 -292 -18.89 557 -26.52 0.0316
2026-01-21 2025-12-31 13F AMERIPRISE FINL COM 03076C106 1,546 358 30.13 758 30.02 0.0414
2025-10-03 2025-09-30 13F AMERIPRISE FINL COM 03076C106 1,188 234 24.53 584 14.54 0.0346
2025-07-09 2025-06-30 13F AMERIPRISE FINL COM 03076C106 954 50 5.53 509 16.48 0.0520
2025-04-28 2025-03-31 13F AMERIPRISE FINL COM 03076C106 904 12 1.35 438 -7.81 0.0502
2025-01-15 2024-12-31 13F AMERIPRISE FINL COM 03076C106 892 73 8.91 475 23.44 0.0551
2024-10-17 2024-09-30 13F AMERIPRISE FINL COM 03076C106 819 89 12.19 385 23.47 0.0458
2024-07-22 2024-06-30 13F AMERIPRISE FINL COM 03076C106 730 37 5.34 312 2.64 0.0433
2024-04-25 2024-03-31 13F AMERIPRISE FINL COM 03076C106 693 56 8.79 304 25.73 0.0436
2024-01-26 2023-12-31 13F AMERIPRISE FINL COM 03076C106 637 637 242 0.0401
2023-10-19 2023-09-30 13F AMERIPRISE FINL COM 03076C106 0 -746 -100.00 0 -100.00
2023-07-26 2023-06-30 13F AMERIPRISE FINL COM 03076C106 746 84 12.69 248 22.28 0.0322
2023-05-02 2023-03-31 13F AMERIPRISE FINL COM 03076C106 662 662 203 0.0279
2022-07-21 2022-06-30 13F AMERIPRISE FINL COM 03076C106 0 -94,313 -100.00 0 -100.00
2022-05-10 2022-03-31 13F AMERIPRISE FINL COM 03076C106 94,313 94,313 314 0.0043
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.