STOCK TITAN

State Street (AMP) reports 4.6M shares, 5.1% beneficial stake

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

State Street Corporation reports beneficial ownership of 4,595,792 shares (5.1%) of Ameriprise Financial, Inc. The filing states State Street has shared voting power of 730,391 shares and shared dispositive power of 4,592,587 shares as of 03/31/2026. The filing lists multiple State Street advisory subsidiaries as holders.

Positive

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Insights

State Street discloses a 5.1% beneficial stake in Ameriprise as of 03/31/2026.

State Street reports 4,595,792 shares beneficially owned and splits authority between voting and dispositive roles: 730,391 shared votes and 4,592,587 shared dispositive power. The filing names several advisory subsidiaries that hold securities on clients' behalf.

Cash‑flow treatment and trading intent are not stated; subsequent filings may clarify trading activity or changes in holdings.

Beneficially owned 4,595,792 shares Amount beneficially owned reported in Item 4
Percent of class 5.1% Percent of class reported in Item 4
Shared voting power 730,391 shares Shared power to vote reported in Item 4
Shared dispositive power 4,592,587 shares Shared power to dispose reported in Item 4
Snapshot date 03/31/2026 Ownership 'as of' date in the filing
Signature date 05/12/2026 Form signed by State Street officer
beneficially owned regulatory
"Item 4. | Ownership (a) | Amount beneficially owned: 4595792.00"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared dispositive power regulatory
"(iv) Shared power to dispose or to direct the disposition of: 4,592,587"
CUSIP financial
"(e) | CUSIP Number(s): 03076C106"
A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.
Schedule 13G regulatory
"form_type: "SCHEDULE 13G""
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does State Street report in AMERIPRISE FINANCIAL INC (AMP)?

State Street reports beneficial ownership of 4,595,792 shares, representing 5.1% of Ameriprise common stock as stated in the filing. The report attributes holdings to multiple State Street advisory subsidiaries acting in an investment advisory capacity.

How much voting and dispositive power does State Street report for AMP?

The filing lists shared voting power of 730,391 shares and shared dispositive power of 4,592,587 shares. It reports no sole voting or sole dispositive power for the shares disclosed.

What date does the Schedule 13G use for the ownership snapshot?

The ownership snapshot is reported as of 03/31/2026 in the filing. The form is signed and dated by a State Street officer on 05/12/2026, which documents the filing submission date.

Which State Street entities are identified as holding AMP shares?

The filing names several advisory subsidiaries, including SSGA Funds Management, Inc., State Street Global Advisors entities in multiple jurisdictions, and related affiliates that hold shares on behalf of clients under advisory mandates.





03076C106

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



STATE STREET CORPORATION
Signature:ELIZABETH SCHAEFER
Name/Title:SENIOR VICE PRESIDENT, CHIEF ACCOUNTING OFFICER
Date:05/12/2026