Follow-The-Filings

Security

AMP

Ameriprise Finl Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

16 owners 1 exit max 4.5% (Lyrical Asset Management ...)

grid → activity →
owners 16
max % 4.5%
tracked value $8.4B
qoq A 8 R 6 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Lyrical Asset Management - Lyrical Asset Management LP 2026 Q1 4.5% Reduce -0.09 pp 668,303 $297M hist
Mairs & Power Inc. 2026 Q1 0.9% Add +0.69 pp 197,047 $88M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.3% Add +0.02 pp 1,475,334 $653M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +0.02 pp 683,368 $304M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add +0.04 pp 145,000 $64M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Reduce 0.00 pp 12,257,034 $6B hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.08 pp 1,514,129 $742M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Reduce -0.03 pp 278,649 $124M hist
Natixis Advisors, LLC 2026 Q1 0.1% Reduce -0.02 pp 89,149 $40M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Reduce -0.10 pp 84,823 $38M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.12 pp 8,138 $4M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 1,650 $733 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 148,142 $66M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 2,364 $1M hist
Dodge & Cox 2026 Q1 0.0% — 1,500 $667 hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 845 $376 hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 50,754 $25M hist

16 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue — — —
Gross profit — — —
Gross margin — — —
Net income $417M $3.4B $3.56B
Net margin — — —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $175.19B $181.4B $190.9B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $4.73B $5.23B $6.55B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $4.68B $6.6B $8.32B
Cash from investing -$9.26B -$551M -$1.53B
Cash from financing $4.41B -$5.16B -$5.16B
Net change in cash -$135M $869M $1.67B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders