Titelia

Fund shareholders of Ameriprise Financial Inc

ISIN US03076C1062 · United States · LEI 6ZLKQF7QB6JAEKQS5388

Fund shareholders
912
Of which ETFs
243 669 other funds
Value held
≈ 15.2B $ 14.9B $ · 2B SEK · 7.2M €
Share of capital
35.9 % of 88.3M shares on Jul 24, 2026

912 funds hold this company. This table lists the 909 that declare it in a regulatory filing. The other 3 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,878,9561.3B $0.06 %3.26 %as of Jun 30, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 2,329,7211.1B $0.06 %2.64 %as of Jun 30, 2026 ↗
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 1,965,092901.5M $0.40 %2.22 %as of Jun 30, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 1,238,720568.3M $0.06 %1.40 %as of Jun 30, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 1,168,369520.8M $0.06 %1.32 %as of May 31, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 862,268395.6M $0.16 %0.98 %as of Jun 30, 2026 ↗
Disciplined Value Mid Cap Fund John Hancock Funds III 812,789372.9M $1.61 %0.92 %as of Jun 30, 2026 ↗
VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS 722,754394.5M $0.59 %0.82 %as of Jul 31, 2026 ↗
First Trust Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 653,204299.7M $1.22 %0.74 %as of Jun 30, 2026 ↗
State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 608,082279M $0.54 %0.69 %as of Jun 30, 2026 ↗
VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 582,486267.2M $0.72 %0.66 %as of Jun 30, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 508,629277.6M $0.21 %0.58 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 488,025223.9M $0.06 %0.55 %as of Jun 30, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 413,886225.9M $0.23 %0.47 %as of Jul 31, 2026 ↗
JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. 391,671179.7M $1.61 %0.44 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 387,387177.7M $0.12 %0.44 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Growth Account College Retirement Equities Fund 385,611176.9M $0.41 %0.44 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 372,614170.9M $0.30 %0.42 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 365,219199.4M $0.20 %0.41 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 343,732187.6M $0.36 %0.39 %as of Jul 31, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 341,521156.7M $0.24 %0.39 %as of Jun 30, 2026 ↗
First Trust Capital Strength ETF First Trust Exchange-Traded Fund 337,650154.9M $2.03 %0.38 %as of Jun 30, 2026 ↗
Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds 324,944177.4M $2.69 %0.37 %as of Jul 31, 2026 ↗
Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust 316,295172.6M $0.48 %0.36 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 277,750127.4M $0.60 %0.31 %as of Jun 30, 2026 ↗
Fidelity Low-Priced Stock Fund Fidelity Puritan Trust 271,499148.2M $0.60 %0.31 %as of Jul 31, 2026 ↗
Invesco S&P 500 Quality ETF Invesco Exchange-Traded Fund Trust 253,154138.2M $0.71 %0.29 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 214,28098.3M $0.06 %0.24 %as of Jun 30, 2026 ↗
Allspring Special Mid Cap Value Fund ALLSPRING FUNDS TRUST 212,20097.3M $0.72 %0.24 %as of Jun 30, 2026 ↗
Fidelity Series Value Discovery Fund Fidelity Devonshire Trust 202,052110.3M $0.62 %0.23 %as of Jul 31, 2026 ↗
iShares MSCI USA Quality Factor ETF iShares Trust 201,513110M $0.24 %0.23 %as of Jul 31, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 200,792109.6M $0.08 %0.23 %as of Jul 31, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 189,03584.3M $0.66 %0.21 %as of May 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 184,74584.8M $0.11 %0.21 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 172,57276.9M $0.06 %0.20 %as of May 31, 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 166,03790.6M $0.74 %0.19 %as of Jul 31, 2026 ↗
JPMorgan Mid Cap Equity Fund JPMorgan Trust I 150,75369.2M $1.11 %0.17 %as of Jun 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 150,28567M $0.50 %0.17 %as of May 31, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 147,61367.7M $0.14 %0.17 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 139,42762.1M $0.06 %0.16 %as of May 31, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 136,95861M $0.11 %0.16 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 136,58874.6M $0.16 %0.15 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 127,35058.4M $0.37 %0.14 %as of Jun 30, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 120,62865.8M $0.15 %0.14 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 117,56852.4M $0.05 %0.13 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 114,87452.7M $0.06 %0.13 %as of Jun 30, 2026 ↗
Mairs & Power Fund Trust for Professional Managers 113,67552.1M $0.94 %0.13 %as of Jun 30, 2026 ↗
Mid Cap Value Fund American Century Capital Portfolios, Inc. 112,59851.7M $0.91 %0.13 %as of Jun 30, 2026 ↗
Nuveen Large Cap Growth Fund TIAA-CREF Funds 110,59360.4M $1.04 %0.13 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 109,34750.2M $0.14 %0.12 %as of Jun 30, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 105,91648.6M $0.07 %0.12 %as of Jun 30, 2026 ↗
DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST 104,97348.2M $0.99 %0.12 %as of Jun 30, 2026 ↗
Global Growth Fund AMERICAN FUNDS INSURANCE SERIES 104,69748M $0.45 %0.12 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 103,24047.4M $0.45 %0.12 %as of Jun 30, 2026 ↗
Swedbank Robur Transfer 80 Swedbank Robur Fonder AB 102,703434.8M SEK0.45 %0.12 %as of Mar 31, 2026 ↗
U.S. High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 100,66654.9M $0.87 %0.11 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 96,73243.1M $0.02 %0.11 %as of May 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 96,63443.1M $0.06 %0.11 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 96,60952.7M $0.14 %0.11 %as of Jul 31, 2026 ↗
FT Vest Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 95,98552.4M $1.46 %0.11 %as of Jul 31, 2026 ↗
MFS Blended Research Mid Cap Equity Fund MFS Series Trust X 94,77342.2M $1.44 %0.11 %as of May 31, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 94,53343.4M $0.55 %0.11 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 90,79249.6M $0.12 %0.10 %as of Jul 31, 2026 ↗
LYRICAL U.S. VALUE EQUITY FUND Ultimus Managers Trust 88,53639.5M $3.13 %0.10 %as of May 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 83,20638.2M $0.06 %0.09 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 79,83435.6M $0.23 %0.09 %as of May 31, 2026 ↗
EQ/Value Equity Portfolio EQ Advisors Trust 79,50036.5M $2.47 %0.09 %as of Jun 30, 2026 ↗
Federated Hermes MDT Large Cap Growth Fund Federated Hermes MDT Series 78,03542.6M $0.76 %0.09 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 77,76842.4M $0.04 %0.09 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 77,71835.7M $0.12 %0.09 %as of Jun 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 77,22235.4M $0.13 %0.09 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 77,11042.1M $0.07 %0.09 %as of Jul 31, 2026 ↗
Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios 74,10033M $3.51 %0.08 %as of May 31, 2026 ↗
Principal Capital Appreciation Fund Principal Funds, Inc 73,87640.3M $1.03 %0.08 %as of Jul 31, 2026 ↗
Brown Advisory - Beutel Goodman Large-Cap Value Fund Brown Advisory Funds 73,79033.9M $3.84 %0.08 %as of Jun 30, 2026 ↗
Focused Large Cap Value Fund American Century Capital Portfolios, Inc. 71,11632.6M $1.11 %0.08 %as of Jun 30, 2026 ↗
Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust 67,19830M $0.69 %0.08 %as of May 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 62,92928.9M $0.06 %0.07 %as of Jun 30, 2026 ↗
iShares U.S. Financials ETF iShares Trust 61,24133.4M $0.75 %0.07 %as of Jul 31, 2026 ↗
Fidelity Enhanced Mid Cap Core ETF Fidelity Covington Trust 60,27727.7M $0.37 %0.07 %as of Jun 30, 2026 ↗
THRIVENT MID CAP STOCK FUND Thrivent Mutual Funds 59,64432.6M $1.04 %0.07 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund 58,54926.9M $0.12 %0.07 %as of Jun 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. 56,49925.9M $0.07 %0.06 %as of Jun 30, 2026 ↗
Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series 55,98430.6M $1.08 %0.06 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 54,53929.8M $0.07 %0.06 %as of Jul 31, 2026 ↗
First Trust Growth Strength ETF First Trust Exchange-Traded Fund 54,40625M $2.00 %0.06 %as of Jun 30, 2026 ↗
JNL/Goldman Sachs 4 Fund JNL Series Trust 54,18724.9M $0.46 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 54,03924.1M $0.06 %0.06 %as of May 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 52,98724.3M $0.06 %0.06 %as of Jun 30, 2026 ↗
Invesco S&P 500 GARP ETF Invesco Exchange-Traded Fund Trust 51,72428.2M $1.25 %0.06 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 51,20422.8M $0.17 %0.06 %as of May 31, 2026 ↗
Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust 50,36427.5M $0.60 %0.06 %as of Jul 31, 2026 ↗
Victory Income Stock Fund Victory Portfolios III 49,51727M $0.94 %0.06 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 48,94326.7M $0.07 %0.06 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 48,88422.4M $0.04 %0.06 %as of Jun 30, 2026 ↗
Harbor Large Cap Value Fund HARBOR FUNDS 48,44026.4M $2.79 %0.05 %as of Jul 31, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 47,38121.1M $0.08 %0.05 %as of May 31, 2026 ↗
Sterling Capital Equity Income Fund Sterling Capital Funds 47,14721.6M $3.74 %0.05 %as of Jun 30, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Pictet - USA Index Pictet Asset Management (Europe) S.A. 0.08 %as of Sep 30, 2025 ↗
Amundi Dynamique Climat Amundi Asset Management 0.04 %as of Sep 30, 2025 ↗
Pictet - Quest AI-Driven Global Equities Pictet Asset Management (Europe) S.A. 0.02 %as of Sep 30, 2025 ↗

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 8.77 %as of Jun 30, 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 4.74 %as of May 31, 2026 ↗
Brown Advisory - Beutel Goodman Large-Cap Value Fund Brown Advisory Funds 3.84 %as of Jun 30, 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 3.74 %as of Jun 30, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 3.65 %as of Jul 31, 2026 ↗
First Trust Bloomberg Shareholder Yield ETF First Trust Exchange-Traded Fund VI 3.61 %as of Jun 30, 2026 ↗
Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios 3.51 %as of May 31, 2026 ↗
LYRICAL U.S. VALUE EQUITY FUND Ultimus Managers Trust 3.13 %as of May 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
2026Q3847-1831,262,364-3.0 %
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 is 1 beneficial ownership filing. 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
BlackRock, Inc. 8.20 %7,395,693as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of Ameriprise Financial Inc

186 funds declare 331 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 FUND367.8M $as of May 31, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND247.6M $as of Jul 31, 2026
VANGUARD WELLINGTON FUND346M $as of May 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND543.3M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND532.1M $as of Jun 30, 2026
VANGUARD WELLESLEY INCOME FUND328.4M $as of Jun 30, 2026
DFA Short-Term Extended Quality Portfolio223.6M $as of Jul 31, 2026
Guggenheim Total Return Bond Fund222.7M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND316.5M $as of Jun 30, 2026
BlackRock Systematic Multi-Strategy Fund215.3M $as of Jun 30, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND114.3M $as of May 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF313.8M $as of May 31, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF212.7M $as of May 31, 2026
iShares Core U.S. Aggregate Bond ETF411.8M $as of May 31, 2026
Schwab 5-10 Year Corporate Bond ETF410.8M $as of Jun 30, 2026
Income Fund of America110.4M $as of Jul 31, 2026
Capital Income Builder110.4M $as of Jul 31, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND19.4M $as of Jul 31, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF68.9M $as of Jun 30, 2026
PGIM Short-Term Corporate Bond Fund18.7M $as of Jun 30, 2026
Invesco BulletShares 2026 Corporate Bond ETF18.2M $as of May 31, 2026
Avantis Core Fixed Income ETF28.1M $as of May 31, 2026
Dimensional Core Fixed Income ETF27.7M $as of Jul 31, 2026
EQ/Intermediate Corporate Bond Portfolio17.7M $as of Jun 30, 2026
DFA Investment Grade Portfolio17.5M $as of Jul 31, 2026
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Titelia. "Fund shareholders of Ameriprise Financial Inc". https://titelia.com/en/stocks/ameriprise-financial-inc-US03076C1062