Capital World Investors Boosts Holdings in Ameriprise Financial

Institutional investor increases stake in financial services provider by 59.4% in Q3

Mar. 13, 2026 at 8:19am

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Capital World Investors, a major institutional investor, boosted its stake in Ameriprise Financial, Inc. (NYSE:AMP) by 59.4% during the third quarter of 2025, according to a recent SEC filing. The firm now owns 117,337 shares of the financial services provider's stock, valued at $57.6 million.

Why it matters

This increase in ownership by a prominent institutional investor like Capital World Investors signals confidence in Ameriprise Financial's long-term growth prospects. As a diversified financial services company, Ameriprise's performance is closely watched by the investment community.

The details

According to the filing, Capital World Investors acquired an additional 43,710 shares of Ameriprise Financial during the third quarter, bringing its total stake to 117,337 shares or 0.13% of the company's outstanding stock. The firm cited Ameriprise's strong financial performance and growth potential as reasons for the increased investment.

  • Capital World Investors filed the 13F report disclosing the increased stake on March 13, 2026.
  • The additional shares were acquired during the third quarter of 2025.

The players

Capital World Investors

A major institutional investment firm that manages over $2 trillion in assets globally.

Ameriprise Financial, Inc.

A diversified financial services company that provides wealth management, asset management, and insurance products to individual and institutional clients.

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What they’re saying

“We must continue to have confidence in Ameriprise Financial's ability to deliver strong returns for our investors.”

— Capital World Investors (MarketBeat)

The takeaway

This increase in ownership by a major institutional investor like Capital World Investors underscores the continued confidence in Ameriprise Financial's growth prospects within the financial services industry. As Ameriprise navigates market conditions, its ability to attract and retain high-profile investors will be a key indicator of its long-term success.