Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Ameriprise Financial Inc, an institutional investment manager. The report covers the calendar quarter ended June 30, 2026. The filing was signed on August 14, 2026, by Michael G. Clarke, Senior VP, NA Head of Operations & Investor Services.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the company's operational financial performance (revenue, profit, cash flow, or debt). The following metrics relate to the investment portfolio managed by Ameriprise Financial Inc:
- Total Portfolio Value: $494,693,380,028
- Total Number of Holdings: 11,508 entries
- Reporting Structure: Combination Report (includes holdings reported by other managers)
- Other Included Managers: 12 additional managers are listed, including Columbia Management Investment Advisers, LLC, Ameriprise Trust Co, and RiverSource Life Insurance Co.
Material Changes
The filing text does not provide a clear value for material changes in holdings compared to the prior comparable period. Form 13F filings typically list current holdings without explicitly detailing period-over-period changes in the summary section.
Guidance, Outlook, and Risks
This filing does not contain management commentary, financial guidance, outlook, or specific risk factors regarding Ameriprise Financial Inc's own operations. It is a regulatory disclosure of securities held by the firm's investment management subsidiaries. The document includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Important Facts for Investors to Verify
- Verify the total portfolio value of approximately $494.7 billion against the firm's latest 10-Q or 10-K to understand the scale of assets under management.
- Confirm the list of 12 other included managers to ensure all relevant investment arms (e.g., Threadneedle, RiverSource) are accounted for in the total value.
- Note that this report reflects holdings as of June 30, 2026, and does not disclose the firm's own revenue, earnings, or liquidity position.
- Check the specific "Information Table" (not included in this summary text) for details on individual security positions and voting authority.