AMERIPRISE FINANCIAL INC
Q2 2026 Form 13-F
AMERIPRISE FINANCIAL SERVICES, LLC reports 2,424,045 total accounts under management (AUM). There are 1,522,835 discretionary accounts valued at $356,290,579,112, and 901,210 non-discretionary accounts valued at $304,183,842,664.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.Reports holdings for
- Ameriprise Certificate CO · File #028-00140 · since Q1 2015
- RiverSource Life Insurance CO · File #028-00143 · since Q1 2015
- Columbia Threadneedle Management Ltd · File #028-10846 · since Q4 2021
- Ameriprise Trust CO · File #028-10458 · since Q1 2015
- RiverSource Life Insurance CO of New York · File #028-10460 · since Q1 2015
- Columbia Management Investment Advisers LLC · File #028-10477 · since Q1 2015
- Threadneedle Asset Management Holdings LTD · File #028-10644 · since Q1 2015
- Thames River Capital LLP · File #028-10849 · since Q4 2021
- Columbia Threadneedle EM Investments Ltd · File #028-12261 · since Q4 2021
- Ameriprise Financial Services LLC · File #028-14918 · since Q1 2015
- Pyrford International Ltd · File #028-17429 · since Q4 2021
- Ameriprise Bank FSB · File #028-18942 · since Q1 2019
- JACOBS LEVY EQUITY MANAGEMENT INC · File #028-03059 · Q1 2024 – Q1 2026 · declared by one filing
- TrustBank · File #028-26149 · Q4 2025 – Q1 2026 · declared by one filing
- Columbia Wanger Asset Management LLC · File #028-03639 · Q1 2018 – Q2 2025
- VOYA INVESTMENTS LLC · File #028-04547 · Q1 2024 – Q1 2025 · declared by one filing
- Nationwide Fund Advisors · File #028-05161 · Q1 2024 – Q4 2024 · declared by one filing
- Ameriprise National Trust Bank (not a 13F filer in our records) · File #999-99999 · Q4 2018 – Q4 2018 · declared by one filing
- Ameriprise National Trust Bank (not a 13F filer in our records) · Q3 2018 – Q3 2018 · declared by one filing
- Ameriprise Trust Company (not a 13F filer in our records) · File #28-1045 · Q2 2013 – Q4 2014 · declared by one filing
- RiverSource Life Insurance Company of New York (not a 13F filer in our records) · File #28-1046 · Q2 2013 – Q4 2014 · declared by one filing
- Columbia Management Investment Advisers, LLC (not a 13F filer in our records) · File #28-10477 · Q2 2013 – Q4 2014 · declared by one filing
- Threadneedle Asset Management Holdings Ltd (not a 13F filer in our records) · File #28-10644 · Q2 2013 – Q4 2014 · declared by one filing
- Ameriprise Financial Inc (not a 13F filer in our records) · File #28-139 · Q2 2013 – Q4 2014 · declared by one filing
- Ameriprise Certificate Company (not a 13F filer in our records) · File #28-140 · Q2 2013 – Q4 2014 · declared by one filing
- RiverSource Life Insurance Company (not a 13F filer in our records) · File #28-143 · Q2 2013 – Q4 2014 · declared by one filing
- Ameriprise Financial Services, Inc. (not a 13F filer in our records) · File #28-14918 · Q2 2013 – Q4 2014 · declared by one filing
Holdings reported by
- Nationwide Fund Advisors · Q1 2021 – Q1 2023 · declared by one filing
Key People
Form ADV owners & control personsDescription and Activity
Ameriprise Financial is a diversified financial services company that operates on a global scale, offering a wide range of products and services designed to help clients achieve their financial goals. Established in 1894, the company has a long-standing history and has expanded both organically and through strategic acquisitions.
The company is organized into four main segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other. The Advice & Wealth Management segment focuses on providing financial planning and advice, as well as full-service brokerage services, primarily targeting retail clients through a network of financial advisors. This segment generates revenue through fees, commissions, and distribution fees.
The Asset Management segment provides investment management services and products to retail, high net worth, and institutional clients globally. Revenue in this segment is driven by managed asset balances, performance fees, and distribution fees. The Retirement & Protection Solutions segment offers annuity products, life insurance, and disability income insurance, generating revenue through premiums, fees, and charges. Continue reading...
The Corporate & Other segment comprises corporate expenses, investments, and miscellaneous items. Ameriprise Financial operates in 17 key markets worldwide, with investment offices in countries such as the United States, France, Germany, Luxembourg, the Netherlands, Singapore, and the United Kingdom. The company has a substantial network of over 10,000 financial advisors globally.
Ameriprise Financial reinsures a portion of its insurance risks through agreements with unaffiliated reinsurers and maintains a significant presence in the long-term care insurance market. The company operates in a highly competitive industry, facing competition from various financial institutions, broker-dealers, and insurance companies. To attract and retain clients, Ameriprise offers a comprehensive range of products and services, along with investment advice and financial planning.
The company is subject to extensive regulatory oversight, including federal, state, and foreign laws and regulations. It is registered with the SEC as a broker-dealer and investment adviser and is a member of FINRA. Additionally, Ameriprise Financial's insurance and banking subsidiaries are regulated by state insurance departments and other regulatory agencies.
In summary, Ameriprise Financial is a well-established player in the financial services industry, offering a broad spectrum of investment, insurance, and banking products. The company's extensive global presence, large network of financial advisors, and robust compliance framework position it as a reputable and significant entity in the market.
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 14, 2026 |
| Form | 13F-HR |
| Reported value | $494.7B |
| Positions | 3,999 |
| Change in reported value | +14.6% |
| New positions | 235 |
| Exited positions | 187 |
| Position turnover | 10.1% |
| Top-10 concentration | 19.6% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
3,999 | $494.7B |
|
Q1 2026 13F
Filed May 15, 2026
|
3,958 | $431.8B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
4,000 | $442.5B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
3,936 | $435.4B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
3,845 | $405.7B |
|
Q1 2025 13F
Filed May 14, 2025
|
3,899 | $370.5B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
3,959 | $389.7B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
3,824 | $389.9B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
3,780 | $369.6B |
|
Q1 2024 13F
Filed May 15, 2024
|
3,765 | $363.4B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
3,822 | $334.0B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
3,812 | $304.6B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
3,830 | $319.0B |
|
Q1 2023 13F
Filed May 15, 2023
|
3,859 | $304.9B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
3,846 | $291.7B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
3,873 | $270.4B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
3,805 | $286.7B |
|
Q1 2022 13F
Filed May 16, 2022
|
3,859 | $338.9B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
3,876 | $361.6B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
3,777 | $313.0B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NVDA NVIDIA CORP | $18.3B | 3.71% |
| 2 | AAPL APPLE INC | $14.9B | 3.0% |
| 3 | GOOGL ALPHABET INC-CL A | $11.5B | 2.32% |
| 4 | MSFT MICROSOFT CORP | $10.8B | 2.19% |
| 5 | AVGO BROADCOM INC | $10.0B | 2.03% |
| 6 | LRCX LAM RESEARCH CORP | $7.5B | 1.52% |
| 7 | AMZN AMAZON.COM INC | $7.5B | 1.51% |
| 8 | JPM JPMORGAN CHASE & CO | $5.7B | 1.15% |
| 9 | BE BLOOM ENERGY CORP- A | $5.5B | 1.11% |
| 10 | IVV ISHARES CORE S&P 500 ETF | $5.4B | 1.09% |
| 11 | MU MICRON TECHNOLOGY INC | $5.0B | 1.01% |
| 12 | AMAT APPLIED MATERIALS INC | $4.6B | 0.93% |
| 13 | META META PLATFORMS INC-CLASS A | $4.5B | 0.91% |
| 14 | V VISA INC-CLASS A SHARES | $4.2B | 0.86% |
| 15 | GOOG ALPHABET INC-CL C | $3.8B | 0.77% |
| 16 | LLY ELI LILLY & CO | $3.6B | 0.73% |
| 17 | CSCO CISCO SYSTEMS INC | $3.6B | 0.73% |
| 18 | JNJ JOHNSON & JOHNSON | $3.4B | 0.69% |
| 19 | CVX CHEVRON CORP | $3.3B | 0.66% |
| 20 | BAC BANK OF AMERICA CORP | $3.2B | 0.66% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.