Follow The Filings

AMP Ameriprise Financial

Financials, filed as AMERIPRISE FINL INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2

  • 4 Owners
  • Max 3.8%
  • $399M
  • 1 new 1 add 1 small

In 2026 Q2 Bill Miller opened a position in Ameriprise Financial, and Mairs & Power added.

Who owns this now

Largest portfolio weights among holders, up to 3.8% (Lyrical Asset Management). Not free-float ownership.

  1. Lyrical Asset Management Reduce 3.8%
  2. Mairs & Power Add 0.90%
  3. Bill Miller New 0.48%

Who owns AMP

Sorted by value, long equity only, as of 2026 Q2.

History
Lyrical Asset Management 3.8%, was 4.5% Small trim −2.6% 650,835 $299M History
Mairs & Power 0.90%, was 0.89% Add +8.6% 214,056 $98M History
Bill Miller, Miller Value Partners 0.48% New 0.48% 4,428 $2M History
Dodge & Cox <0.01% Hold 1,500 $688K History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by AMP's executives, directors and 10% owners in the last 12 months, from their Form 4s

All AMP insider trades
  • None no insider bought on the open market
  • $65.9M sold by 9 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Dawn M. Brockman SVP and Controller
    Sale
    $264K 472 shares at $558.93 40% of stake
    Traded Aug 10 Filed Aug 12
  2. Deirdre Davey McGraw EVP Mktg, Strat. & Comms.
    Sale
    $1.3M 2,400 shares at $558.28 42% of stake
    Traded Aug 6 Filed Aug 10
  3. Walter Stanley Berman CFO
    Sale
    $6M 11,012 shares at $548.95 66% of stake
    Traded Jul 28 Filed Jul 30
  4. James M Cracchiolo CEO
    Sale
    $9.8M 18,020 shares at $545.43 14% of stake
    Traded Jul 28 Filed Jul 30
  5. William Jerryl Williams Pres, Wealth Mgmt Advisor Grp
    Sale
    $8.7M 16,104 shares at $538.24 70% of stake
    Traded Jul 27–28 Filed Jul 29
  6. Gerard P. Smyth EVP & Hd. of Tech. & Serv. Del
    Sale
    $3M 6,255 shares at $472.52 51% of stake
    Traded May 14 Filed May 18
  7. Robert Francis Sharpe Jr. Director
    Sale
    $559K 1,200 shares at $465.83 16% of stake
    Traded May 8 Filed May 12
  8. William F Truscott CEO, Global Asset Management
    Sale
    $2.7M 5,000 shares at $532.08 29% of stake
    Traded Feb 10 Filed Feb 12
  9. Gumer Alvero President-insurance&Annuities
    Sale
    $2.5M 4,658 shares at $542.88 50% of stake
    Traded Feb 9 Filed Feb 11
  10. Walter Stanley Berman CFO
    Sale
    $3.8M 7,000 shares at $544.22 56% of stake
    Traded Feb 5 Filed Feb 9
  11. James M Cracchiolo CEO
    Sale
    $26.6M 48,813 shares at $544.96 31% of stake
    Traded Feb 4 Filed Feb 6
  12. Robert Francis Sharpe Jr. Director
    Sale
    $676K 1,500 shares at $450.95 17% of stake
    Traded Nov 21, 2025 Filed Nov 25, 2025

Also filed in the last 12 months, not counted as buying or selling: 43 share withholdings for taxes, 17 stock grants, 16 option exercises, and 4 sales back to the company.

Congress

4 members of Congress traded AMP in the last three years: 4 buys and 4 sales. 7 members listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  2. Rick W. Allen R-GA-12Spouse Sell $50K–$100K Apr 15 filed Jun 5
  3. Lizzie Fletcher D-TX-7 Partial sale $1K–$15K Apr 8 filed May 1
  4. Greg Landsman D-OH-1Spouse Sell $1K–$15K Mar 27, 2025 filed Apr 8, 2025
  5. Greg Landsman D-OH-1Joint Sell $1K–$15K Mar 27, 2025 filed Apr 8, 2025
  6. Greg Landsman D-OH-1Joint Buy $1K–$15K Feb 26, 2025 filed Mar 5, 2025

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
8-K 2.02,9.01
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G —
SCHEDULE 13G/A —
SCHEDULE 13G —
SCHEDULE 13G —
SCHEDULE 13G —
SCHEDULE 13G —
SCHEDULE 13G —
SCHEDULE 13G —
SCHEDULE 13G —
SCHEDULE 13G —
SCHEDULE 13G —

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Net income $2.56B $3.4B $3.56B

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $175.19B $181.4B $190.9B
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 -$0.551B -$1.53B
Cash from financing $4.41B -$5.16B -$5.16B
Net change in cash -$0.135B $0.869B $1.67B

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.