The 13F is a backward-looking snapshot; no immediate trading signal. Monitor future filings for portfolio shifts, especially given the strong earnings context. The firm's large AUM and diversified holdings suggest stability.
Price Chart
Executive Summary
Ameriprise Financial filed its quarterly 13F-HR for the period ended June 30, 2026, disclosing $494.7 billion in 13F securities across thousands of positions. Without prior quarter data, no portfolio shifts or new positions can be identified. The filing is a routine disclosure, though it follows strong Q2 earnings (EPS beat, record AUM) reported 22 days prior, providing a positive backdrop.
Key Facts
- Total 13F securities value: $494.7 billion as of June 30, 2026.
- Filing includes holdings across multiple asset classes and geographies.
- No prior quarter data provided; unable to calculate portfolio changes.
- Filed 22 days after strong Q2 earnings (EPS $11.07, +2.4% beat, record AUM $1.8T).
Financial Impact
Routine quarterly disclosure; no material financial impact from the filing itself.
Risk Factors
- Lack of prior quarter data limits analysis of portfolio rotation.
- 13F filings are 45 days delayed; current positions may differ.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 13F-HR Filing (Primary) | 0001193125-26-351426 |
| Document: 0001193125-26-351426-index.html | 0001193125-26-351426 |
| Document: 0001193125-26-351426.txt | 0001193125-26-351426 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 14, 2026 7w ago | 13F-HR | $569.54 $558.54 | ▼ −1.93% | ▲ +0.06% | $490.91 (−13.81%) |
Aug 12, 2026 7w ago | Insider Cluster | $565.07 $553.53 | ▼ −2.04% | ▼ −0.14% | $490.91 (−13.12%) |
Jul 30, 2026 9w ago | Insider Cluster | $544.46 $555.77 | ▲ +2.08% | ▼ −1.89% | $490.91 (−9.84%) |
Jul 23, 2026 10w ago | 8-K | $520.11 $547.09 | ▲ +5.19% | ▲ +1.88% | $490.91 (−5.61%) |
Jun 9, 2026 16w ago | 8-K | $449.19 $507.84 | ▲ +13.06% | ▲ +11.61% | $490.91 (+9.29%) |
Jun 4, 2026 17w ago | 424B5 | $455.15 $489.16 | ▲ +7.47% | ▲ +9.10% | $490.91 (+7.86%) |
May 20, 2026 19w ago | 8-K | $450.15 $467.43 | ▲ +3.84% | ▲ +3.30% | $490.91 (+9.06%) |
Apr 23, 2026 23w ago | 8-K | $461.97 $450.57 | ▼ −2.47% | ▼ −6.49% | $490.91 (+6.27%) |
Mar 20, 2026 28w ago | DEFA14A | $442.63 $461.05 | ▲ +4.16% | ▼ −3.26% | $490.91 (+10.91%) |
Feb 28, 2026 30w ago | Institutional Cluster | $475.17 $438.17 | ▼ −7.79% | ▲ +0.15% | $490.91 (+3.31%) |
US Market Status
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