ZACKS INVESTMENT MANAGEMENT

Position in AMP — Ameriprise Financial Inc

CIK 1086483 Chicago, IL

Position in AMP

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,108,777

-$35,747,629 QoQ

Shares Held

2,495

-96.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

ZACKS INVESTMENT MANAGEMENT holds $167,603,918 across 16 Asset Management names. AMP ranks #8 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	138,443	$133,142,017
2	NTRS	Northern Trust Corp	79,111	$11,041,521
3	AMG	Affiliated Managers Group, Inc.	32,724	$9,054,730
4	SEIC	Sei Investments Co	42,459	$3,331,757
5	AAMI	Acadian Asset Management Inc.	50,853	$2,767,419
6	IVZ	Invesco Ltd.	112,318	$2,728,203
7	STT	State Street Corp	17,661	$2,235,176
8	AMP	Ameriprise Financial Inc This page	2,495	$1,108,777

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,108,777	2,495	-96.7%	Shares	Sole	2026-05-14
2025-12-31	$36,856,406	75,165	+1.7%	Shares	Sole	2026-02-17
2025-09-30	$36,322,533	73,939	-0.7%	Shares	Sole	2025-11-14
2025-06-30	$39,738,333	74,454	+0.2%	Shares	Sole	2025-08-12
2025-03-31	$35,979,055	74,320	+2.9%	Shares	Sole	2025-05-14
2024-12-31	$38,462,210	72,239	-7.9%	Shares	Sole	2025-02-13
2024-09-30	$36,859,883	78,457	+7.1%	Shares	Sole	2024-11-14
2024-06-30	$31,290,813	73,248	+9.1%	Shares	Sole	2024-08-14
2024-03-31	$29,436,423	67,139	+7.7%	Shares	Sole	2024-05-15
2023-12-31	$23,667,587	62,311	-7.8%	Shares	Sole	2024-02-14
2023-09-30	$22,271,202	67,554	+2.2%	Shares	Sole	2023-11-14
2023-06-30	$21,961,422	66,117	+1.6%	Shares	Sole	2023-08-15
2023-03-31	$19,947,633	65,082	+3.8%	Shares	Sole	2023-05-15
2022-12-31	$19,518,228	62,685	+11.1%	Shares	Sole	2023-02-14
2022-09-30	$14,211,995	56,408	-2.7%	Shares	Sole	2022-11-14
2022-06-30	$13,785,440	58,000	+5.0%	Shares	Sole	2022-08-15
2022-03-31	$16,596,391	55,255	+7.2%	Shares	Sole	2022-05-13
2021-09-30	$13,613,273	51,542	-19.3%	Shares	Sole	2021-11-15
2021-06-30	$15,890,739	63,849	-26.5%	Shares	Sole	2021-08-16
2021-03-31	$20,203,624	86,916	+17.1%	Shares	Sole	2021-05-17
2020-12-31	$14,420,451	74,206	-26.7%	Shares	Sole	2021-02-16
2020-09-30	$15,593,774	101,186	-4.5%	Shares	Sole	2020-11-16
2020-06-30	$15,893,287	105,927	-75.9%	Shares	Sole	2020-08-14
2020-03-31	$44,951,109	438,633	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.