Ameriprise Financial, Inc.
IT ˙ BIT ˙ US03076C1062
376,40 € 0,00 (0,00%)
2026-06-04
AKTIENPREIS
SecurityIT:1AMP / Ameriprise Financial, Inc.
InstitutionAscent Wealth Partners, LLC
Latest Disclosed Ownership23,224 shares
Latest Disclosed Value $ 10,320,746
Ascent Wealth Partners, LLC reports 3.16% increase in ownership of 1AMP / Ameriprise Financial, Inc.

On May 6, 2026 - Ascent Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 23,224 shares of Ameriprise Financial, Inc. (IT:1AMP) valued at $8,739,191 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 22,512 shares of Ameriprise Financial, Inc.. This represents a change in shares of 3.16% during the quarter. The current value of the position is $8,741,514 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)
2026-05-06 2026-03-31 13F AMERIPRISE FINL COM 03076C106 23,224 712 3.16 10,321 -6.50 1.1996
2026-02-02 2025-12-31 13F AMERIPRISE FINL COM 03076C106 22,512 -265 -1.16 11,039 -1.35 1.2703
2025-10-21 2025-09-30 13F AMERIPRISE FINL COM 03076C106 22,777 -62 -0.27 11,189 -8.20 1.2979
2025-08-12 2025-06-30 13F AMERIPRISE FINL COM 03076C106 22,839 7 0.03 12,190 10.28 1.5042
2025-05-02 2025-03-31 13F AMERIPRISE FINL COM 03076C106 22,832 317 1.41 11,053 -7.79 1.4824
2025-02-04 2024-12-31 13F AMERIPRISE FINL COM 03076C106 22,515 -454 -1.98 11,988 11.08 1.6164
2024-10-31 2024-09-30 13F AMERIPRISE FINL COM 03076C106 22,969 -176 -0.76 10,791 9.14 1.5036
2024-07-31 2024-06-30 13F AMERIPRISE FINL COM 03076C106 23,145 -252 -1.08 9,887 -3.62 1.4478
2024-05-01 2024-03-31 13F AMERIPRISE FINL COM 03076C106 23,397 189 0.81 10,258 16.37 1.5230
2024-01-22 2023-12-31 13F AMERIPRISE FINL COM 03076C106 23,208 224 0.97 8,815 16.34 1.4394
2023-10-20 2023-09-30 13F AMERIPRISE FINL COM 03076C106 22,984 -141 -0.61 7,577 0.21 1.3956
2023-08-04 2023-06-30 13F AMERIPRISE FINL COM 03076C106 23,125 1,168 5.32 7,562 12.36 1.3321
2023-04-25 2023-03-31 13F AMERIPRISE FINL COM 03076C106 21,957 3 0.01 6,730 -1.52 1.3524
2023-02-02 2022-12-31 13F AMERIPRISE FINL COM 03076C106 21,954 -385 -1.72 6,833 21.41 1.4693
2022-11-14 2022-09-30 13F AMERIPRISE FINL COM 03076C106 22,339 -223 -0.99 5,628 5.04 1.3409
2022-08-10 2022-06-30 13F AMERIPRISE FINL COM 03076C106 22,562 -315 -1.38 5,358 -22.02 1.2051
2022-05-02 2022-03-31 13F Ameriprise Financial COM 03076C106 22,877 -62 -0.27 6,871 -0.71 1.2845
2022-01-27 2021-12-31 13F Ameriprise Financial COM 03076C106 22,939 220 0.97 6,920 15.31 1.2320
2021-11-01 2021-09-30 13F Ameriprise Financial COM 03076C106 22,719 -286 -1.24 6,001 4.80 1.1481
2021-07-30 2021-06-30 13F Ameriprise Financial COM 03076C106 23,005 -658 -2.78 5,726 4.11 1.0923
2021-04-26 2021-03-31 13F Ameriprise Financial COM 03076C106 23,663 381 1.64 5,500 21.57 1.1940
2021-02-02 2020-12-31 13F Ameriprise Financial COM 03076C106 23,282 271 1.18 4,524 27.58 1.0063
2020-10-22 2020-09-30 13F Ameriprise Financial COM 03076C106 23,011 422 1.87 3,546 4.63 0.9067
2020-07-21 2020-06-30 13F Ameriprise Financial COM 03076C106 22,589 632 2.88 3,389 50.62 0.9834
2020-04-29 2020-03-31 13F Ameriprise Financial COM 03076C106 21,957 53 0.24 2,250 -38.34 0.8230
2020-01-29 2019-12-31 13F Ameriprise Financial COM 03076C106 21,904 -44 -0.20 3,649 13.01 1.0376
2019-10-22 2019-09-30 13F Ameriprise Financial COM 03076C106 21,948 294 1.36 3,229 2.70 0.9885
2019-07-30 2019-06-30 13F Ameriprise Financial COM 03076C106 21,654 480 2.27 3,144 15.93 0.9714
2019-05-13 2019-03-31 13F Ameriprise Financial Equity 03076C106 21,174 2,085 10.92 2,712 36.14 0.8829
2019-02-13 2018-12-31 13F Ameriprise Financial Equity 03076C106 19,089 -2,303 -10.77 1,992 -36.92 0.7782
2019-08-21 2018-09-30 13F Ameriprise Financial COM 03076C106 21,392 518 2.48 3,158 8.15 1.0073
2019-08-21 2018-06-30 13F Ameriprise Financial COM 03076C106 20,874 464 2.27 2,920 -3.28 1.0271
2019-08-21 2018-03-31 13F Ameriprise Financial COM 03076C106 20,410 96 0.47 3,019 -12.31 1.0974
2019-08-21 2017-12-31 13F Ameriprise Financial COM 03076C106 20,314 -108 -0.53 3,443 13.52 1.2819
2019-08-21 2017-09-30 13F Ameriprise Financial COM 03076C106 20,422 425 2.13 3,033 19.17 1.2143
2019-08-21 2017-06-30 13F Ameriprise Financial COM 03076C106 19,997 -65 -0.32 2,545 -2.19 1.0946
2019-08-21 2017-03-31 13F Ameriprise Financial COM 03076C106 20,062 130 0.65 2,602 17.68 1.1742
2019-08-21 2016-12-31 13F Ameriprise Financial COM 03076C106 19,932 -160 -0.80 2,211 10.27 1.0845
2019-08-21 2016-09-30 13F Ameriprise Financial COM 03076C106 20,092 65 0.32 2,005 11.39 1.0137
2019-08-21 2016-06-30 13F Ameriprise Financial COM 03076C106 20,027 22 0.11 1,800 -4.31 0.9322
2019-08-21 2016-03-31 13F Ameriprise Financial COM 03076C106 20,005 415 2.12 1,881 -9.78 1.0099
2019-08-21 2015-12-31 13F Ameriprise Financial COM 03076C106 19,590 6,940 54.86 2,085 50.98 1.1633
2019-08-21 2015-09-30 13F Ameriprise Financial COM 03076C106 12,650 65 0.52 1,381 -12.15 0.8244
2019-08-21 2015-06-30 13F Ameriprise Financial COM 03076C106 12,585 235 1.90 1,572 -2.72 0.8647
2019-08-21 2015-03-31 13F Ameriprise Financial COM 03076C106 12,350 545 4.62 1,616 3.52 0.8839
2019-08-21 2014-12-31 13F Ameriprise Financial COM 03076C106 11,805 360 3.15 1,561 10.55 0.9167
2019-08-21 2014-09-30 13F Ameriprise Financial COM 03076C106 11,445 105 0.93 1,412 3.75 0.8969
2019-08-21 2014-06-30 13F Ameriprise Financial COM 03076C106 11,340 11,340 1,361 0.8599
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.