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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS | 5 | 2.4K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS | 5 | 2.4K $ | 0.12 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS | 4 | 1.9K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust | 4 | 1.9K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Pacer MSCI World Industry Advantage ETF Pacer Funds Trust | 2 | 949.6 $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares S&P 500 Dynamic Buffer ETF ProShares Trust | 2 | 940.2 $ | 0.06 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) MSCI USA Climate Paris Aligned ETF SPDR SERIES TRUST | 2 | 888.8 $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust | 2 | 888.8 $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust | 1 | 444.4 $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust | 1 | 444.4 $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust | 1 | 444.4 $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BBVA USA DESARROLLO, FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 2.9M € | 0.45 % | as of Dec 31, 2025 ↗ | ||
| BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 909K € | 0.07 % | as of Dec 31, 2025 ↗ | ||
| ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. | 809.5K € | 0.08 % | as of Dec 31, 2025 ↗ | ||
| BBVA USA DESARROLLO CUBIERTO, FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 623K € | 0.45 % | as of Dec 31, 2025 ↗ | ||
| DUNAS SELECCIÓN USA ESG CUBIERTO FI DUNAS CAPITAL ASSET MANAGEMENT S.G.I.I.C., S.A. | 491.5K € | 0.14 % | as of Dec 31, 2025 ↗ | ||
| CINVEST MULTIGESTION FI CINVEST MULTIGESTION/CREAND WORLD EQUITIES GESALCALA, S.A., S.G.I.I.C. | 390.6K € | 3.82 % | as of Dec 31, 2025 ↗ | ||
| GESTION BOUTIQUE VI, FI GESTION BOUTIQUE VI / FUNDAMENTAL APPROACH ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 331.9K € | 5.28 % | as of Dec 31, 2025 ↗ | ||
| WELZIA GLOBAL OPPORTUNITIES, FI WELZIA MANAGEMENT, SGIIC, S.A. | 329.8K € | 1.36 % | as of Dec 31, 2025 ↗ | ||
| BBVA BOLSA INDICE USA (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 194K € | 0.07 % | as of Dec 31, 2025 ↗ | ||
| BINDEX USA SCREENED ÍNDICE (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 91K € | 0.11 % | as of Dec 31, 2025 ↗ | ||
| ACACIA PREMIUM FI ACACIA INVERSION, SGIIC, S.A. | 60.9K € | 0.39 % | as of Dec 31, 2025 ↗ | ||
| NADIR 98, SICAV, S.A. GESALCALA, S.A., S.G.I.I.C. | 34.2K € | 1.00 % | as of Dec 31, 2025 ↗ | ||
| GESEM, FI GESEM / GESTIÓN FLEXIBLE ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 31.3K € | 0.80 % | as of Dec 31, 2025 ↗ | ||
| GESEM, FI GESEM / MODERADO FLEXIBLE ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 29.2K € | 0.43 % | as of Dec 31, 2025 ↗ | ||
| ANTA QUALITY RENTA VARIABLE GLOBAL, FI ANTA ASSET MANAGEMENT SGIIC, SOCIEDAD ANÓNIMA | 29.2K € | 0.46 % | as of Dec 31, 2025 ↗ | ||
| GESCONSULT, FI GESCONSULT/GOOD GOVERNANCE RV USA GESCONSULT, S.A., S.G.I.I.C. | 10.4K € | 0.27 % | as of Dec 31, 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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 865 | +67 | 32,241,824 | +3.3 % |
| 2026Q1 | 798 | -28 | 31,218,246 | -4.5 % |
| 2025Q4 | 826 | -15 | 32,685,313 | -4.2 % |
| 2025Q3 | 841 | -4 | 34,108,318 | -0.0 % |
| 2025Q2 | 845 | +30 | 34,114,745 | +1.8 % |
| 2025Q1 | 815 | -35 | 33,507,199 | -2.1 % |
| 2024Q4 | 850 | +16 | 34,222,705 | -1.2 % |
| 2024Q3 | 834 | +25 | 34,630,782 | +1.9 % |
| 2024Q2 | 809 | +43 | 33,976,482 | +5.8 % |
| 2024Q1 | 766 | -12 | 32,116,142 | -7.3 % |
| 2023Q4 | 778 | 34,630,486 |
Institutional managers
1,367 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| 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 |
| JPMORGAN CHASE & CO | 1,460,263 | 640.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,459,750 | 648.7M $ | 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 |
| Beutel, Goodman & Co Ltd. | 659,562 | 293.1K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 650,536 | 289.1M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 7.54 % | 6,841,348 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 5.81 % | 5,276,992 | as of Mar 31, 2026 · SCHEDULE 13G |
| STATE STREET CORPORATION | 5.10 % | 4,595,792 | as 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.
Cite this page
Titelia. "Fund shareholders of Ameriprise Financial Inc". https://titelia.com/en/stocks/ameriprise-financial-inc-US03076C1062