Titelia

Fund shareholders of Ameriprise Financial Inc

ISIN US03076C1062 · United States · LEI 6ZLKQF7QB6JAEKQS5388

Fund shareholders
930
Of which ETFs
237 693 other funds
Value held
14.7B $ 2B SEK · 7.2M €
Share of capital
37.0 % of 88.3M shares on Jul 24, 2026

930 funds hold this company. This table lists the 927 that declare it in a regulatory filing. The other 3 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,895,7141.3B $0.06 %3.28 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 2,320,7211B $0.07 %2.63 %as of Mar 31, 2026 ↗
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 1,969,111875.1M $0.44 %2.23 %as of Mar 31, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 1,182,346555.8M $0.07 %1.34 %as of Feb 28, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 1,168,937519.5M $0.07 %1.32 %as of Mar 31, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 843,067374.7M $0.17 %0.95 %as of Mar 31, 2026 ↗
Disciplined Value Mid Cap Fund John Hancock Funds III 811,000360.4M $1.65 %0.92 %as of Mar 31, 2026 ↗
VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS 722,754343.2M $0.53 %0.82 %as of Apr 30, 2026 ↗
First Trust Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 626,902278.6M $1.40 %0.71 %as of Mar 31, 2026 ↗
State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 618,570274.9M $0.58 %0.70 %as of Mar 31, 2026 ↗
VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 592,717263.4M $0.76 %0.67 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 556,081247.1M $1.32 %0.63 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 514,736228.7M $0.07 %0.58 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 512,028243.1M $0.20 %0.58 %as of Apr 30, 2026 ↗
Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds 506,514240.5M $3.78 %0.57 %as of Apr 30, 2026 ↗
JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. 387,227172.1M $1.59 %0.44 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Growth Account College Retirement Equities Fund 385,611171.4M $0.46 %0.44 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 374,547177.8M $0.20 %0.42 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 367,696163.4M $0.13 %0.42 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 359,922170.9M $0.18 %0.41 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 348,530154.9M $0.32 %0.39 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 338,348160.6M $0.32 %0.38 %as of Apr 30, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 335,894149.3M $0.24 %0.38 %as of Mar 31, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 334,255148.5M $0.13 %0.38 %as of Mar 31, 2026 ↗
First Trust Capital Strength ETF First Trust Exchange-Traded Fund 318,965141.7M $1.81 %0.36 %as of Mar 31, 2026 ↗
Nuveen Core Equity Fund TIAA-CREF Funds 315,525149.8M $2.11 %0.36 %as of Apr 30, 2026 ↗
Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust 283,746134.7M $0.47 %0.32 %as of Apr 30, 2026 ↗
JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust 229,797102.1M $0.23 %0.26 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 227,822101.2M $0.49 %0.26 %as of Mar 31, 2026 ↗
Invesco S&P 500 Quality ETF Invesco Exchange-Traded Fund Trust 220,176104.5M $0.61 %0.25 %as of Apr 30, 2026 ↗
Fidelity Low-Priced Stock Fund Fidelity Puritan Trust 213,686101.5M $0.43 %0.24 %as of Apr 30, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 202,88196.3M $0.07 %0.23 %as of Apr 30, 2026 ↗
iShares MSCI USA Quality Factor ETF iShares Trust 197,65893.8M $0.19 %0.22 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 191,55385.1M $0.07 %0.22 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 173,58681.6M $0.07 %0.20 %as of Feb 28, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 168,772714.5M SEK0.05 %0.19 %as of Mar 31, 2026 ↗
Dimensional US High Profitability ETF Dimensional ETF Trust 160,41276.2M $0.67 %0.18 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 157,51874.1M $0.53 %0.18 %as of Feb 28, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 157,49770M $0.15 %0.18 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 154,31772.5M $0.68 %0.17 %as of Feb 28, 2026 ↗
JPMorgan Mid Cap Equity Fund JPMorgan Trust I 142,31163.2M $1.13 %0.16 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 139,62565.6M $0.14 %0.16 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 137,65264.7M $0.07 %0.16 %as of Feb 28, 2026 ↗
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 133,35359.3M $1.39 %0.15 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 130,64262M $0.14 %0.15 %as of Apr 30, 2026 ↗
Nuveen Large Cap Growth Fund TIAA-CREF Funds 119,26856.6M $0.89 %0.14 %as of Apr 30, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 117,93156M $0.13 %0.13 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 116,79954.9M $0.02 %0.13 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 113,93450.6M $0.06 %0.13 %as of Mar 31, 2026 ↗
Mairs & Power Growth Fund Trust for Professional Managers 113,67550.5M $1.01 %0.13 %as of Mar 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 113,50053.9M $0.14 %0.13 %as of Apr 30, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 109,09948.5M $0.60 %0.12 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 107,51547.8M $0.15 %0.12 %as of Mar 31, 2026 ↗
DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST 107,11547.6M $1.09 %0.12 %as of Mar 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 107,04747.6M $0.07 %0.12 %as of Mar 31, 2026 ↗
Global Growth Fund AMERICAN FUNDS INSURANCE SERIES 104,69746.5M $0.54 %0.12 %as of Mar 31, 2026 ↗
Swedbank Robur Transfer 80 Swedbank Robur Fonder AB 102,703434.8M SEK0.45 %0.12 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 101,29345M $1.32 %0.11 %as of Mar 31, 2026 ↗
U.S. High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 100,66647.8M $0.78 %0.11 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 96,60945.9M $0.12 %0.11 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 95,77942.6M $0.47 %0.11 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 95,52144.9M $0.07 %0.11 %as of Feb 28, 2026 ↗
Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust 95,39844.8M $1.09 %0.11 %as of Feb 28, 2026 ↗
College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund 95,27642.3M $0.21 %0.11 %as of Mar 31, 2026 ↗
Brown Advisory - Beutel Goodman Large-Cap Value Fund Brown Advisory Funds 95,08142.3M $4.22 %0.11 %as of Mar 31, 2026 ↗
Mid Cap Value Fund American Century Capital Portfolios, Inc. 93,27741.5M $0.74 %0.11 %as of Mar 31, 2026 ↗
LYRICAL U.S. VALUE EQUITY FUND Ultimus Managers Trust 93,16143.8M $3.82 %0.11 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 90,79243.1M $0.11 %0.10 %as of Apr 30, 2026 ↗
FT Vest Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 88,82642.2M $1.37 %0.10 %as of Apr 30, 2026 ↗
MFS Blended Research Mid Cap Equity Fund MFS Series Trust X 86,77940.8M $1.60 %0.10 %as of Feb 28, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 83,20637M $0.07 %0.09 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 82,89539M $0.04 %0.09 %as of Feb 28, 2026 ↗
Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios 81,80038.5M $3.89 %0.09 %as of Feb 28, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 81,71838.4M $0.26 %0.09 %as of Feb 28, 2026 ↗
EQ/Value Equity Portfolio EQ Advisors Trust 80,93636M $2.48 %0.09 %as of Mar 31, 2026 ↗
Principal Capital Appreciation Fund Principal Funds, Inc 80,24338.1M $0.74 %0.09 %as of Apr 30, 2026 ↗
Federated Hermes MDT Large Cap Growth Fund Federated Hermes MDT Series 78,03537.1M $0.71 %0.09 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 77,71834.5M $0.13 %0.09 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 76,86236.5M $0.06 %0.09 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 76,81634.1M $0.14 %0.09 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 74,18435.2M $0.04 %0.08 %as of Apr 30, 2026 ↗
Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust 73,16032.5M $0.55 %0.08 %as of Mar 31, 2026 ↗
Focused Large Cap Value Fund American Century Capital Portfolios, Inc. 66,04629.4M $1.06 %0.07 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 65,86029.3M $0.07 %0.07 %as of Mar 31, 2026 ↗
Mid-Cap Growth Portfolio PACIFIC SELECT FUND 60,56226.9M $3.52 %0.07 %as of Mar 31, 2026 ↗
THRIVENT MID CAP STOCK FUND Thrivent Mutual Funds 59,88828.4M $0.94 %0.07 %as of Apr 30, 2026 ↗
Swedbank Robur Transfer 70 Swedbank Robur Fonder AB 57,500243.4M SEK0.25 %0.07 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 56,73525.2M $0.07 %0.06 %as of Mar 31, 2026 ↗
JNL/Goldman Sachs 4 Fund JNL Series Trust 56,55725.1M $0.53 %0.06 %as of Mar 31, 2026 ↗
Harbor Large Cap Value Fund HARBOR FUNDS 56,40026.8M $2.57 %0.06 %as of Apr 30, 2026 ↗
Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series 55,98426.6M $1.13 %0.06 %as of Apr 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 55,02424.5M $0.07 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 53,97625.4M $0.07 %0.06 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 53,90625.6M $0.06 %0.06 %as of Apr 30, 2026 ↗
Victory Income Stock Fund Victory Portfolios III 53,75725.5M $0.95 %0.06 %as of Apr 30, 2026 ↗
Sterling Capital Equity Income Fund Sterling Capital Funds 53,58523.8M $3.79 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 51,33822.8M $0.04 %0.06 %as of Mar 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 50,36423.9M $0.70 %0.06 %as of Apr 30, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 50,03423.8M $0.13 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 48,97523M $0.15 %0.06 %as of Feb 28, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Boyar Value Fund BOYAR VALUE FUND INC 8.59 %as of Mar 31, 2026 ↗
GESTION BOUTIQUE VI, FI GESTION BOUTIQUE VI / FUNDAMENTAL APPROACH ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 5.28 %as of Dec 31, 2025 ↗
FPA Queens Road Value Fund Investment Managers Series Trust III 5.25 %as of Feb 28, 2026 ↗
Brown Advisory - Beutel Goodman Large-Cap Value Fund Brown Advisory Funds 4.22 %as of Mar 31, 2026 ↗
Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios 3.89 %as of Feb 28, 2026 ↗
LYRICAL U.S. VALUE EQUITY FUND Ultimus Managers Trust 3.82 %as of Feb 28, 2026 ↗
CINVEST MULTIGESTION FI CINVEST MULTIGESTION/CREAND WORLD EQUITIES GESALCALA, S.A., S.G.I.I.C. 3.82 %as of Dec 31, 2025 ↗
Sterling Capital Equity Income Fund Sterling Capital Funds 3.79 %as of Mar 31, 2026 ↗
Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds 3.78 %as of Apr 30, 2026 ↗
Mid-Cap Growth Portfolio PACIFIC SELECT FUND 3.52 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2865+6732,241,824+3.3 %
2026Q1798-2831,218,246-4.5 %
2025Q4826-1532,685,313-4.2 %
2025Q3841-434,108,318-0.0 %
2025Q2845+3034,114,745+1.8 %
2025Q1815-3533,507,199-2.1 %
2024Q4850+1634,222,705-1.2 %
2024Q3834+2534,630,782+1.9 %
2024Q2809+4333,976,482+5.8 %
2024Q1766-1232,116,142-7.3 %
2023Q477834,630,486

Institutional managers

1,367 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.8,625,9473.8B $as of Mar 31, 2026
STATE STREET CORP4,592,5872B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,873,6711.3B $as of Mar 31, 2026
Aristotle Capital Management, LLC2,211,677982.9M $as of Mar 31, 2026
MORGAN STANLEY2,009,741893.1M $as of Mar 31, 2026
Nuveen, LLC1,499,080666.2M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC1,475,334653M $as of Mar 31, 2026
JPMORGAN CHASE & CO1,460,263640.2M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,459,750648.7M $as of Mar 31, 2026
FMR LLC1,222,966543.5M $as of Mar 31, 2026
UBS Group AG1,166,069518.2M $as of Mar 31, 2026
Boston Partners1,155,636513.5M $as of Mar 31, 2026
NORTHERN TRUST CORP1,126,596500.7M $as of Mar 31, 2026
FEDERATED HERMES, INC.1,051,694467.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,024,758455.4M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP983,096436.9M $as of Mar 31, 2026
Invesco Ltd.921,700409.6M $as of Mar 31, 2026
DEUTSCHE BANK AG\907,461403.3M $as of Mar 31, 2026
ROYAL BANK OF CANADA807,230358.7M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC794,428353M $as of Mar 31, 2026
Bank of New York Mellon Corp716,776318.5M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC683,368303.7M $as of Mar 31, 2026
LYRICAL ASSET MANAGEMENT LP668,303297M $as of Mar 31, 2026
Beutel, Goodman & Co Ltd.659,562293.1K $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/650,536289.1M $as of Mar 31, 2026

Declared shareholders of Ameriprise Financial Inc

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.54 %6,841,348as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.81 %5,276,992as of Mar 31, 2026 · SCHEDULE 13G
STATE STREET CORPORATION 5.10 %4,595,792as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Ameriprise Financial Inc

126 funds declare 229 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND368.3M $as of Feb 28, 2026
VANGUARD WELLINGTON FUND346.8M $as of Feb 28, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND142.5M $as of Apr 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND440.9M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND138.7M $as of Apr 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND430.2M $as of Mar 31, 2026
VANGUARD WELLESLEY INCOME FUND328.6M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND315.7M $as of Mar 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF315.5M $as of Feb 28, 2026
BlackRock Systematic Multi-Strategy Fund215.4M $as of Mar 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND114.4M $as of Feb 28, 2026
iShares Core U.S. Aggregate Bond ETF411.9M $as of Feb 28, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF211.4M $as of Feb 28, 2026
Schwab 5-10 Year Corporate Bond ETF39.7M $as of Mar 31, 2026
DFA Investment Grade Portfolio17.7M $as of Apr 30, 2026
Invesco Corporate Bond Fund36.1M $as of Feb 28, 2026
Invesco BulletShares 2026 Corporate Bond ETF15.9M $as of Feb 28, 2026
Dimensional Core Fixed Income ETF25.8M $as of Apr 30, 2026
iShares iBonds Dec 2026 Term Corporate ETF15.5M $as of Apr 30, 2026
iShares Broad USD Investment Grade Corporate Bond ETF45.2M $as of Feb 28, 2026
Invesco BulletShares 2028 Corporate Bond ETF15.1M $as of Feb 28, 2026
Avantis Core Fixed Income ETF25M $as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF44.9M $as of Mar 31, 2026
Avantis Short-Term Fixed Income ETF14.8M $as of Feb 28, 2026
iShares iBonds Dec 2028 Term Corporate ETF14.5M $as of Apr 30, 2026
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Titelia. "Fund shareholders of Ameriprise Financial Inc". https://titelia.com/en/stocks/ameriprise-financial-inc-US03076C1062