Funds holding Ameriprise Financial Inc
927 funds declare a position · 237 ETFs and 690 other funds · 14.7B $· 2B SEK· 7.2M € · US03076C1062
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,895,714 | 1.3B $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 2,320,721 | 1B $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,969,111 | 875.1M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 4 | Fidelity 500 Index Fund Fidelity Concord Street Trust | 1,182,346 | 555.8M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 5 | iShares Core S&P 500 ETF iShares Trust | 1,168,937 | 519.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 6 | VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 843,067 | 374.7M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 7 | Disciplined Value Mid Cap Fund John Hancock Funds III | 811,000 | 360.4M $ | 1.65 % | as of Mar 31, 2026 · Original filing |
| 8 | VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS | 722,754 | 343.2M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| 9 | First Trust Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 626,902 | 278.6M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 10 | State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 618,570 | 274.9M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 11 | VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 592,717 | 263.4M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 12 | iShares Russell Mid-Cap Growth ETF iShares Trust | 556,081 | 247.1M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| 13 | VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 514,736 | 228.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 14 | VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 512,028 | 243.1M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 15 | Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds | 506,514 | 240.5M $ | 3.78 % | as of Apr 30, 2026 · Original filing |
| 16 | JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. | 387,227 | 172.1M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| 17 | College Retirement Equities Fund - Growth Account College Retirement Equities Fund | 385,611 | 171.4M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 18 | Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 374,547 | 177.8M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 19 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 367,696 | 163.4M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 20 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 359,922 | 170.9M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 21 | iShares Russell Mid-Cap ETF iShares Trust | 348,530 | 154.9M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 22 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 338,348 | 160.6M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 23 | VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 335,894 | 149.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 24 | iShares Russell 1000 Growth ETF iShares Trust | 334,255 | 148.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 25 | First Trust Capital Strength ETF First Trust Exchange-Traded Fund | 318,965 | 141.7M $ | 1.81 % | as of Mar 31, 2026 · Original filing |
| 26 | Nuveen Core Equity Fund TIAA-CREF Funds | 315,525 | 149.8M $ | 2.11 % | as of Apr 30, 2026 · Original filing |
| 27 | Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust | 283,746 | 134.7M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| 28 | JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | 229,797 | 102.1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 29 | State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 227,822 | 101.2M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 30 | Invesco S&P 500 Quality ETF Invesco Exchange-Traded Fund Trust | 220,176 | 104.5M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| 31 | Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 213,686 | 101.5M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 32 | Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 202,881 | 96.3M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 33 | iShares MSCI USA Quality Factor ETF iShares Trust | 197,658 | 93.8M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 34 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 191,553 | 85.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 35 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 173,586 | 81.6M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 36 | AP7 Aktiefond Sjunde AP-fonden | 168,772 | 714.5M SEK | 0.05 % | as of Mar 31, 2026 · Original filing |
| 37 | Dimensional US High Profitability ETF Dimensional ETF Trust | 160,412 | 76.2M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| 38 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 157,518 | 74.1M $ | 0.53 % | as of Feb 28, 2026 · Original filing |
| 39 | iShares S&P 500 Value ETF iShares Trust | 157,497 | 70M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 40 | Avantis U.S. Large Cap Value ETF American Century ETF Trust | 154,317 | 72.5M $ | 0.68 % | as of Feb 28, 2026 · Original filing |
| 41 | JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 142,311 | 63.2M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| 42 | VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 139,625 | 65.6M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 43 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 137,652 | 64.7M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 44 | T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 133,353 | 59.3M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| 45 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 130,642 | 62M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 46 | Nuveen Large Cap Growth Fund TIAA-CREF Funds | 119,268 | 56.6M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| 47 | Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 117,931 | 56M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 48 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 116,799 | 54.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 49 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 113,934 | 50.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 50 | Mairs & Power Growth Fund Trust for Professional Managers | 113,675 | 50.5M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| 51 | iShares Core Dividend Growth ETF iShares Trust | 113,500 | 53.9M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 52 | AQR Long-Short Equity Fund AQR Funds | 109,099 | 48.5M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 53 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 107,515 | 47.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 54 | DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST | 107,115 | 47.6M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| 55 | VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 107,047 | 47.6M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 56 | Global Growth Fund AMERICAN FUNDS INSURANCE SERIES | 104,697 | 46.5M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 57 | Swedbank Robur Transfer 80 Swedbank Robur Fonder AB | 102,703 | 434.8M SEK | 0.45 % | as of Mar 31, 2026 · Original filing |
| 58 | Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 101,293 | 45M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| 59 | U.S. High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 100,666 | 47.8M $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| 60 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 96,609 | 45.9M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 61 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 95,779 | 42.6M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 62 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 95,521 | 44.9M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 63 | Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 95,398 | 44.8M $ | 1.09 % | as of Feb 28, 2026 · Original filing |
| 64 | College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund | 95,276 | 42.3M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 65 | Brown Advisory - Beutel Goodman Large-Cap Value Fund Brown Advisory Funds | 95,081 | 42.3M $ | 4.22 % | as of Mar 31, 2026 · Original filing |
| 66 | Mid Cap Value Fund American Century Capital Portfolios, Inc. | 93,277 | 41.5M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 67 | LYRICAL U.S. VALUE EQUITY FUND Ultimus Managers Trust | 93,161 | 43.8M $ | 3.82 % | as of Feb 28, 2026 · Original filing |
| 68 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 90,792 | 43.1M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 69 | FT Vest Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 88,826 | 42.2M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| 70 | MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 86,779 | 40.8M $ | 1.60 % | as of Feb 28, 2026 · Original filing |
| 71 | S&P 500 Index Master Portfolio Master Investment Portfolio | 83,206 | 37M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 72 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 82,895 | 39M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 73 | Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 81,800 | 38.5M $ | 3.89 % | as of Feb 28, 2026 · Original filing |
| 74 | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 81,718 | 38.4M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 75 | EQ/Value Equity Portfolio EQ Advisors Trust | 80,936 | 36M $ | 2.48 % | as of Mar 31, 2026 · Original filing |
| 76 | Principal Capital Appreciation Fund Principal Funds, Inc | 80,243 | 38.1M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| 77 | Federated Hermes MDT Large Cap Growth Fund Federated Hermes MDT Series | 78,035 | 37.1M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| 78 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 77,718 | 34.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 79 | Nuveen Equity Index Fund TIAA-CREF Funds | 76,862 | 36.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 80 | iShares Core S&P U.S. Value ETF iShares Trust | 76,816 | 34.1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 81 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 74,184 | 35.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 82 | Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 73,160 | 32.5M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 83 | Focused Large Cap Value Fund American Century Capital Portfolios, Inc. | 66,046 | 29.4M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| 84 | iShares Russell 1000 ETF iShares Trust | 65,860 | 29.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 85 | Mid-Cap Growth Portfolio PACIFIC SELECT FUND | 60,562 | 26.9M $ | 3.52 % | as of Mar 31, 2026 · Original filing |
| 86 | THRIVENT MID CAP STOCK FUND Thrivent Mutual Funds | 59,888 | 28.4M $ | 0.94 % | as of Apr 30, 2026 · Original filing |
| 87 | Swedbank Robur Transfer 70 Swedbank Robur Fonder AB | 57,500 | 243.4M SEK | 0.25 % | as of Mar 31, 2026 · Original filing |
| 88 | T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 56,735 | 25.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 89 | JNL/Goldman Sachs 4 Fund JNL Series Trust | 56,557 | 25.1M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 90 | Harbor Large Cap Value Fund HARBOR FUNDS | 56,400 | 26.8M $ | 2.57 % | as of Apr 30, 2026 · Original filing |
| 91 | Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series | 55,984 | 26.6M $ | 1.13 % | as of Apr 30, 2026 · Original filing |
| 92 | Large Cap Index Master Portfolio Master Investment Portfolio | 55,024 | 24.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 93 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 53,976 | 25.4M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 94 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 53,906 | 25.6M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 95 | Victory Income Stock Fund Victory Portfolios III | 53,757 | 25.5M $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| 96 | Sterling Capital Equity Income Fund Sterling Capital Funds | 53,585 | 23.8M $ | 3.79 % | as of Mar 31, 2026 · Original filing |
| 97 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 51,338 | 22.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 98 | iShares U.S. Financials ETF iShares Trust | 50,364 | 23.9M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| 99 | Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 50,034 | 23.8M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 100 | Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 48,975 | 23M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
Institutional managers
1367 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 8,625,947 | 3.8B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 4,592,587 | 2B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,873,671 | 1.3B $ | as of Mar 31, 2026 |
| Aristotle Capital Management, LLC | 2,211,677 | 982.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,009,741 | 893.1M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 1,499,080 | 666.2M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,475,334 | 653M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,459,750 | 648.7M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,460,263 | 640.2M $ | as of Mar 31, 2026 |
| FMR LLC | 1,222,966 | 543.5M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,166,069 | 518.2M $ | as of Mar 31, 2026 |
| Boston Partners | 1,155,636 | 513.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,126,596 | 500.7M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 1,051,694 | 467.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,024,758 | 455.4M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 983,096 | 436.9M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 921,700 | 409.6M $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 907,461 | 403.3M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 807,230 | 358.7M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 794,428 | 353M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 716,776 | 318.5M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 683,368 | 303.7M $ | as of Mar 31, 2026 |
| LYRICAL ASSET MANAGEMENT LP | 668,303 | 297M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 650,536 | 289.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 614,691 | 273.2M $ | as of Mar 31, 2026 |