Ameriprise Financial, Inc.
IT ˙ BIT ˙ US03076C1062
376,40 € 0,00 (0,00%)
2026-06-04
AKTIENPREIS
SecurityIT:1AMP / Ameriprise Financial, Inc.
InstitutionLyell Wealth Management, Lp
Latest Disclosed Ownership1,392 shares
Latest Disclosed Value $ 618,605
Lyell Wealth Management, Lp ownership in 1AMP / Ameriprise Financial, Inc.

On May 7, 2026 - Lyell Wealth Management, Lp filed a 13F-HR form disclosing ownership of 1,392 shares of Ameriprise Financial, Inc. (IT:1AMP) valued at $523,810 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,392 shares of Ameriprise Financial, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $523,949 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)
2026-05-07 2026-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 1,392 0 0.00 619 -9.38 0.0455
2026-02-11 2025-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 1,392 -12 -0.85 683 -1.02 0.0494
2025-11-06 2025-09-30 13F AMERIPRISE FINL INC COM Stock 03076C106 1,404 0 0.00 690 -8.01 0.0512
2025-07-29 2025-06-30 13F AMERIPRISE FINL INC COM Stock 03076C106 1,404 0 0.00 749 10.31 0.0592
2025-05-08 2025-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 1,404 0 0.00 680 -9.10 0.0635
2025-02-03 2024-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 1,404 0 0.00 748 13.35 0.0670
2024-10-23 2024-09-30 13F AMERIPRISE FINL INC COM Stock 03076C106 1,404 0 0.00 660 10.02 0.0600
2024-08-08 2024-06-30 13F AMERIPRISE FINL INC COM Stock 03076C106 1,404 0 0.00 600 -2.60 0.0573
2024-05-03 2024-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 1,404 0 0.00 616 15.38 0.0626
2024-02-02 2023-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 1,404 0 0.00 533 15.37 0.0606
2023-10-31 2023-09-30 13F AMERIPRISE FINL INC COM Stock 03076C106 1,404 0 0.00 463 -0.86 0.0622
2023-08-04 2023-06-30 13F AMERIPRISE FINL INC COM Stock 03076C106 1,404 -41 -2.84 466 5.43 0.0596
2023-05-03 2023-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 1,445 27 1.90 443 0.23 0.0620
2023-01-24 2022-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 1,418 -3 -0.21 442 23.18 0.0697
2022-10-24 2022-09-30 13F AMERIPRISE FINL INC COM Stock 03076C106 1,421 -12 -0.84 358 4.99 0.0610
2022-07-28 2022-06-30 13F AMERIPRISE FINL COM 03076C106 1,433 41 2.95 341 -18.42 0.0556
2022-05-04 2022-03-31 13F AMERIPRISE FINL COM 03076C106 1,392 12 0.87 418 0.48 0.0538
2022-02-08 2021-12-31 13F AMERIPRISE FINL COM 03076C106 1,380 -84 -5.74 416 7.49 0.0475
2021-11-10 2021-09-30 13F AMERIPRISE FINL COM 03076C106 1,464 0 0.00 387 6.32 0.0471
2021-08-09 2021-06-30 13F AMERIPRISE FINL COM 03076C106 1,464 87 6.32 364 13.75 0.0451
2021-05-07 2021-03-31 13F AMERIPRISE FINL COM 03076C106 1,377 8 0.58 320 20.30 0.0466
2021-02-04 2020-12-31 13F AMERIPRISE FINL COM 03076C106 1,369 4 0.29 266 26.67 0.0425
2020-11-04 2020-09-30 13F AMERIPRISE FINL COM 03076C106 1,365 0 0.00 210 2.44 0.0393
2020-07-30 2020-06-30 13F AMERIPRISE FINL COM 03076C106 1,365 1,365 205 0.0450
2020-05-11 2020-03-31 13F AMERIPRISE FINL COM 03076C106 0 -1,365 -100.00 0 -100.00
2020-02-05 2019-12-31 13F AMERIPRISE FINL COM 03076C106 1,365 0 0.00 227 12.94 0.0606
2019-11-06 2019-09-30 13F AMERIPRISE FINL COM 03076C106 1,365 1,365 201 0.0604
2019-02-09 2018-12-31 13F Ameriprise Financial COM 03076C106 0 -1,430 -100.00 0 -100.00
2018-10-30 2018-09-30 13F Ameriprise Financial COM 03076C106 1,430 0 0.00 211 5.50 0.0710
2018-07-27 2018-06-30 13F Ameriprise Financial COM 03076C106 1,430 0 0.00 200 -5.66 0.0731
2018-05-04 2018-03-31 13F Ameriprise Financial COM 03076C106 1,430 0 0.00 212 -12.40 0.0784
2018-01-30 2017-12-31 13F Ameriprise Financial COM 03076C106 1,430 0 0.00 242 14.15 0.0961
2017-10-26 2017-09-30 13F Ameriprise Financial COM 03076C106 1,430 1,430 212 0.0916
2017-05-08 2017-03-31 13F Ameriprise Financial Common Stock 03076C106 0 -2,570 -100.00 0 -100.00
2017-02-13 2016-12-31 13F Ameriprise Financial Common Stock 03076C106 2,570 2,570 285 0.1771
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.