Business Context and Reporting Period
This filing is a Form 13F-HR (Holdings Report) submitted by Ameriprise Financial Inc, an institutional investment manager. The report covers the quarter ended March 31, 2026, and was signed on May 15, 2026, by Michael G. Clarke, Senior VP, NA Head of Operations & Investor Services.
The report is a combination filing, aggregating holdings for Ameriprise Financial Inc and 12 other affiliated managers, including Columbia Management Investment Advisers, LLC, RiverSource Life Insurance Co, and Threadneedle Asset Management Holdings LTD.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the company's own operating financials (revenue, profit, cash flow). The following metrics reflect the portfolio managed by the reporting entity:
- Total Portfolio Value: $431,759,920,597 (rounded to the nearest dollar).
- Total Number of Holdings: 11,197 entries.
- Number of Included Managers: 13 (including the primary filer).
Note: This filing does not provide data on Ameriprise Financial Inc's corporate revenue, profit margins, debt levels, or liquidity.
Material Changes
The provided text contains only the cover page and summary statistics. It does not include the detailed schedules of purchases, sales, or holdings changes required to analyze material changes versus the prior comparable period.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the company's future performance. It is a regulatory disclosure of current equity positions.
Important Facts for Investors to Verify
- Verify the total portfolio value of approximately $431.76 billion against the company's latest 10-Q or 10-K to understand the scale of assets under management versus corporate assets.
- Confirm the list of 12 additional managers included in this combination report to ensure all affiliated entities are accounted for.
- Note that this document reflects holdings as of March 31, 2026, and does not disclose the specific composition of the portfolio (e.g., top 10 holdings) in the provided text.