Ameriprise Financial
- Market cap
- 43.33B
- P/E (TTM)i
- 11.85
- P/Bi
- 6.81
- EPSi
- 36.28
- Div yieldi
- 1.33%
- 52W posi
- 46%
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
- The number of reporting institutions decreased by 5 in the most recent period (2026/Q3).
- Total institutional ownership fell 0.4 percentage points.
Institutional ownership
- Held by institutions
- 90.08% -0.43pp
- Institutions
- 1,642 -5
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Top holders as of 2026-06-30
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 21 buys · 20 sells
| Name | Role | Stake |
|---|---|---|
| James Cracchiolo | Chairperson & CEO | 0.12% |
| William Truscott | Chief Executive Officer of Global Asset Management | 0.02% |
| William Davies | Executive VP & Global Chief Investment Officer | 0.02% |
| Robert Sharpe | Presiding Independent Director | 0.01% |
| Joseph Sweeney | President of Advice & Wealth Management - Products and Service Delivery | 0.01% |
| William Williams | Executive VP & President of Ameriprise Franchise Group | 0.01% |
| Gerard Smyth | Executive VP & Global Chief Information Officer | 0.01% |
| Walter Berman | Executive VP, CFO & Chief Risk Officer | 0.01% |
| Gumer Alvero | President of Insurance & Annuities | 0.01% |
| Kelli Ann Petruzillo | Officer | 0.01% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-08-09 | Heather Melloh | Executive Vice President | Derivative Exercise and Sale | -469 | $197.87–559.62 |
| 2026-08-09 | Heather Melloh | Executive Vice President | Derivative Exercise and Retained | +253 | $197.87 |
| 2026-08-09 | Dawn Brockman | Former Interim Controller & Principal Accounting Officer | Open Market Disposition | -472 | $558.93 |
| 2026-08-05 | Deirdre D. McGraw | Executive Vice President of Marketing, Communications & Community Relations | Open Market Disposition | -1,591 | $558.28 |
| 2026-08-05 | Deirdre D. McGraw | Executive Vice President of Marketing, Communications & Community Relations | Derivative Exercise and Sale | -3,000 | $165.41–558.28 |
| 2026-07-27 | Walter Berman | Executive VP, CFO & Chief Risk Officer | Derivative Exercise and Sale | -34,111 | $165.41–550.81 |
| 2026-07-27 | James Cracchiolo | Chairperson & CEO | Derivative Exercise and Sale | -52,932 | $165.41–546.67 |
| 2026-07-27 | Christopher Williams | Independent Director | Other Derivative Acquisition | +37 | -- |
| 2026-07-27 | William Williams | Executive VP & President of Ameriprise Franchise Group | Open Market Disposition | -10,493 | $537.08–541.90 |
| 2026-07-27 | William Williams | Executive VP & President of Ameriprise Franchise Group | Derivative Exercise and Sale | -14,582 | $126.89–540.07 |
| 2026-07-08 | Kelli Ann Petruzillo | Officer | Derivative Exercise and Sale | -98 | $500.16 |
| 2026-07-08 | Kelli Ann Petruzillo | Officer | Derivative Exercise and Retained | +109 | -- |
| 2026-07-08 | William Truscott | Chief Executive Officer of Global Asset Management | Derivative Exercise and Sale | -180 | $500.16 |
| 2026-07-08 | William Truscott | Chief Executive Officer of Global Asset Management | Derivative Exercise and Retained | +211 | -- |
| 2026-07-08 | William Williams | Executive VP & President of Ameriprise Franchise Group | Derivative Exercise and Sale | -23 | $500.16 |
| 2026-07-08 | William Williams | Executive VP & President of Ameriprise Franchise Group | Derivative Exercise and Retained | +30 | -- |
| 2026-07-08 | Dawn Brockman | Former Interim Controller & Principal Accounting Officer | Derivative Exercise and Sale | -9 | $500.16 |
| 2026-07-08 | Dawn Brockman | Former Interim Controller & Principal Accounting Officer | Derivative Exercise and Retained | +17 | -- |
| 2026-06-01 | Kelli Ann Petruzillo | Officer | Initial Statement of Beneficial | 0 | -- |
| 2026-06-01 | Deirdre D. McGraw | Executive Vice President of Marketing, Communications & Community Relations | Initial Statement of Beneficial | 0 | -- |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 08:09:11 · For reference only, not investment advice and not tailored to your situation.