SVP AND CONTROLLER

EVP AND GENERAL COUNSEL

EVP Mktg, Strat. & Comms.

Ameriprise Financial has evolved into a diversified financial services provider that generates roughly 65% of its operating profit from advice and wealth management. With nearly $1.2 trillion in segment assets under management and advisory at year-end 2025, and with roughly 10,600 affiliated and employee advisors, Ameriprise is one of the larger US-based wealth managers. It also boasts a reasonably large asset management franchise in Columbia Threadneedle, which boasted $678 billion in assets under management at year-end 2025. The firm's third segment is its retirement and protection services business, which sells insurance products to the firm's advisory clients. After eliminations, Ameriprise had $1.69 trillion in assets under management and advisory across segments at year-end 2025.

Institution	Shares	Value	Change
Vanguard	12,029,445	$5.5B	DECREASED
BlackRock	7,935,137	$3.6B	DECREASED
State Street	4,672,743	$2.1B	INCREASED
Geode Capital Management	2,756,276	$1.3B	DECREASED
Aristotle Capital Management	2,083,285	$956M	DECREASED

Insider	Type	Shares	Value	Date
Dawn M. Brockman (SVP AND CONTROLLER)	SELL	472	$264K	2026-08-10
Heather J. Melloh (EVP AND GENERAL COUNSEL)	TAX-W	469	$262K	2026-08-10
Heather J. Melloh (EVP AND GENERAL COUNSEL)	EXERCISE	722	$143K	2026-08-10
Deirdre Davey Mcgraw (EVP Mktg, Strat. & Comms.)	TAX-W	2,191	$1M	2026-08-06
Deirdre Davey Mcgraw (EVP Mktg, Strat. & Comms.)	EXERCISE	1,000	$165K	2026-08-06

Ameriprise Financial, Inc. (AMP) Ownership & Trading Activity

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