Ameriprise Financial, Inc.
IT ˙ BIT ˙ US03076C1062
376,40 € 0,00 (0,00%)
2026-06-04
AKTIENPREIS
SecurityIT:1AMP / Ameriprise Financial, Inc.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership503 shares
Latest Disclosed Value $ 223,533
Evercore Wealth Management, LLC reports 39.90% decrease in ownership of 1AMP / Ameriprise Financial, Inc.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 503 shares of Ameriprise Financial, Inc. (IT:1AMP) valued at $189,279 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 837 shares of Ameriprise Financial, Inc.. This represents a change in shares of -39.90% during the quarter. The current value of the position is $189,329 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)
2026-05-15 2026-03-31 13F AMERIPRISE FINL COM 03076C106 503 -334 -39.90 224 -45.61 0.0035
2026-02-17 2025-12-31 13F AMERIPRISE FINL COM 03076C106 837 -158 -15.88 410 -15.98 0.0060
2025-11-14 2025-09-30 13F AMERIPRISE FINL COM 03076C106 995 -25 -2.45 489 -10.29 0.0072
2025-08-14 2025-06-30 13F AMERIPRISE FINL COM 03076C106 1,020 -40 -3.77 544 6.04 0.0085
2025-05-15 2025-03-31 13F AMERIPRISE FINL COM 03076C106 1,060 -5 -0.47 513 -9.52 0.0082
2025-02-14 2024-12-31 13F AMERIPRISE FINL COM 03076C106 1,065 0 0.00 567 13.40 0.0085
2024-11-14 2024-09-30 13F AMERIPRISE FINL COM 03076C106 1,065 0 0.00 500 10.13 0.0075
2024-08-14 2024-06-30 13F AMERIPRISE FINL COM 03076C106 1,065 -14 -1.30 455 -4.02 0.0072
2024-05-15 2024-03-31 13F AMERIPRISE FINL COM 03076C106 1,079 -9 -0.83 473 14.53 0.0074
2024-02-14 2023-12-31 13F AMERIPRISE FINL COM 03076C106 1,088 6 0.55 413 16.01 0.0069
2023-11-14 2023-09-30 13F AMERIPRISE FINL COM 03076C106 1,082 -56 -4.92 357 -5.57 0.0067
2023-08-04 2023-06-30 13F AMERIPRISE FINL COM 03076C106 1,138 184 19.29 378 29.11 0.0069
2023-05-15 2023-03-31 13F AMERIPRISE FINL COM 03076C106 954 11 1.17 292 -0.34 0.0058
2023-02-14 2022-12-31 13F AMERIPRISE FINL COM 03076C106 943 12 1.29 294 25.21 0.0062
2022-11-14 2022-09-30 13F AMERIPRISE FINL COM 03076C106 931 70 8.13 234 14.15 0.0053
2022-08-15 2022-06-30 13F AMERIPRISE FINL COM 03076C106 861 -20 -2.27 205 -22.64 0.0043
2022-05-16 2022-03-31 13F AMERIPRISE FINL COM 03076C106 881 -21 -2.33 265 -2.57 0.0047
2022-02-14 2021-12-31 13F AMERIPRISE FINL COM 03076C106 902 0 0.00 272 13.81 0.0044
2021-11-15 2021-09-30 13F AMERIPRISE FINL COM 03076C106 902 -95 -9.53 239 -3.63 0.0043
2021-08-16 2021-06-30 13F AMERIPRISE FINL COM 03076C106 997 -63 -5.94 248 0.81 0.0045
2021-05-17 2021-03-31 13F AMERIPRISE FINL COM 03076C106 1,060 -94 -8.15 246 9.82 0.0049
2021-02-16 2020-12-31 13F AMERIPRISE FINL COM 03076C106 1,154 -156 -11.91 224 11.44 0.0048
2020-11-16 2020-09-30 13F AMERIPRISE FINL COM 03076C106 1,310 1,310 201 0.0049
2020-05-14 2020-03-31 13F AMERIPRISE FINL COM 03076C106 0 -1,359 -100.00 0 -100.00
2020-02-13 2019-12-31 13F AMERIPRISE FINL COM 03076C106 1,359 -22 -1.59 227 11.82 0.0061
2019-11-14 2019-09-30 13F AMERIPRISE FINL COM 03076C106 1,381 -228 -14.17 203 -12.88 0.0060
2019-08-13 2019-06-30 13F AMERIPRISE FINL COM 03076C106 1,609 -589 -26.80 233 -17.38 0.0071
2019-05-14 2019-03-31 13F AMERIPRISE FINL COM 03076C106 2,198 2,198 282 0.0091
2019-02-13 2018-12-31 13F AMERIPRISE FINL COM 03076C106 0 -1,727 -100.00 0 -100.00
2018-11-13 2018-09-30 13F AMERIPRISE FINL COM 03076C106 1,727 202 13.25 255 19.16 0.0082
2018-08-14 2018-06-30 13F AMERIPRISE FINL COM 03076C106 1,525 -3,134 -67.27 214 -68.99 0.0073
2018-05-14 2018-03-31 13F AMERIPRISE FINL COM 03076C106 4,659 0 0.00 690 -12.66 0.0264
2018-02-13 2017-12-31 13F AMERIPRISE FINL COM 03076C106 4,659 0 0.00 790 14.16 0.0294
2017-11-13 2017-09-30 13F AMERIPRISE FINL COM 03076C106 4,659 -15 -0.32 692 16.30 0.0269
2017-08-11 2017-06-30 13F AMERIPRISE FINL COM 03076C106 4,674 -221 -4.51 595 -6.30 0.0230
2017-05-12 2017-03-31 13F AMERIPRISE FINL COM 03076C106 4,895 -16 -0.33 635 16.51 0.0249
2017-02-08 2016-12-31 13F AMERIPRISE FINL COM 03076C106 4,911 -873 -15.09 545 -5.55 0.0226
2016-11-10 2016-09-30 13F AMERIPRISE FINL COM 03076C106 5,784 560 10.72 577 22.77 0.0239
2016-09-20 2016-06-30 13F/A-1 AMERIPRISE FINL COM 03076C106 5,224 251 5.05 470 0.43 0.0208
2016-08-01 2016-06-30 13F AMERIPRISE FINL COM 03076C106 5,043 453
2016-05-02 2016-03-31 13F AMERIPRISE FINL COM 03076C106 4,973 0 0.00 468 -11.53 0.0207
2016-02-16 2015-12-31 13F AMERIPRISE FINL COM 03076C106 4,973 679 15.81 529 13.03 0.0246
2015-11-16 2015-09-30 13F AMERIPRISE FINL COM 03076C106 4,294 -7 -0.16 468 -12.85 0.0224
2015-08-06 2015-06-30 13F AMERIPRISE FINL COM 03076C106 4,301 0 0.00 537 -4.96 0.0242
2015-05-06 2015-03-31 13F AMERIPRISE FINL COM 03076C106 4,301 -2,493 -36.69 565 -37.15 0.0259
2015-02-13 2014-12-31 13F AMERIPRISE FINL COM 03076C106 6,794 0 0.00 899 7.28 0.0448
2014-11-13 2014-09-30 13F AMERIPRISE FINL COM 03076C106 6,794 54 0.80 838 3.71 0.0420
2014-08-14 2014-06-30 13F AMERIPRISE FINL COM 03076C106 6,740 303 4.71 808 13.96 0.0417
2014-05-15 2014-03-31 13F AMERIPRISE FINL COM 03076C106 6,437 45 0.70 709 -3.54 0.0398
2014-02-11 2013-12-31 13F AMERIPRISE FINL COM 03076C106 6,392 -764 -10.68 735 12.90 0.0404
2013-11-13 2013-09-30 13F AMERIPRISE FINL COM 03076C106 7,156 201 2.89 651 15.84 0.0373
2013-08-14 2013-06-30 13F AMERIPRISE FINL COM 03076C106 6,955 6,955 562 0.0318
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.