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
Fidelity Value Discovery Fund Fidelity Puritan Trust 47,10025.7M $0.62 %0.05 %as of Jul 31, 2026 ↗
Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL 46,87525.6M $0.14 %0.05 %as of Jul 31, 2026 ↗
Principal Capital Appreciation Select ETF Principal Exchange-Traded Funds 46,73521.4M $1.17 %0.05 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 46,12920.6M $0.13 %0.05 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 45,75120.4M $0.08 %0.05 %as of May 31, 2026 ↗
JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust 45,68024.9M $0.30 %0.05 %as of Jul 31, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 45,18020.7M $1.10 %0.05 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 45,17320.7M $0.10 %0.05 %as of Jun 30, 2026 ↗
Mid-Cap Growth Portfolio PACIFIC SELECT FUND 44,71420.5M $3.02 %0.05 %as of Jun 30, 2026 ↗
Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series 43,81023.9M $0.61 %0.05 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 43,33419.9M $0.06 %0.05 %as of Jun 30, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 41,10218.9M $0.74 %0.05 %as of Jun 30, 2026 ↗
Value Fund American Century Capital Portfolios, Inc. 40,33818.5M $0.98 %0.05 %as of Jun 30, 2026 ↗
Putnam Core Equity Fund Putnam Funds Trust 40,04021.9M $0.35 %0.05 %as of Jul 31, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 39,34818.1M $0.63 %0.04 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 38,42117.6M $0.06 %0.04 %as of Jun 30, 2026 ↗
WisdomTree U.S. Value Fund WisdomTree Trust 38,35417.6M $0.60 %0.04 %as of Jun 30, 2026 ↗
Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust 37,70020.6M $0.73 %0.04 %as of Jul 31, 2026 ↗
THRIVENT MID CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. 36,42216.7M $0.86 %0.04 %as of Jun 30, 2026 ↗
Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I 34,42615.3M $0.55 %0.04 %as of May 31, 2026 ↗
Large Cap Equity Fund American Century Mutual Funds, Inc. 34,29118.7M $0.62 %0.04 %as of Jul 31, 2026 ↗
Column Mid Cap Select Fund Trust for Professional Managers 34,23315.3M $0.50 %0.04 %as of May 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 34,00015.6M $0.05 %0.04 %as of Jun 30, 2026 ↗
MFS Blended Research Core Equity Fund MFS SERIES TRUST XI 33,47315.4M $1.09 %0.04 %as of Jun 30, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 33,14415.2M $0.06 %0.04 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 32,82017.9M $0.12 %0.04 %as of Jul 31, 2026 ↗
Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds 32,25917.6M $0.30 %0.04 %as of Jul 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 31,44714.4M $0.04 %0.04 %as of Jun 30, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 31,10517M $0.73 %0.04 %as of Jul 31, 2026 ↗
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 30,97714.2M $0.40 %0.04 %as of Jun 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 30,40616.6M $0.12 %0.03 %as of Jul 31, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 29,83113.3M $0.19 %0.03 %as of May 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 29,49216.1M $0.19 %0.03 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 29,42816.1M $0.08 %0.03 %as of Jul 31, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 28,64413.1M $0.01 %0.03 %as of Jun 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 28,57915.6M $0.07 %0.03 %as of Jul 31, 2026 ↗
Nuveen Mid Cap Value Fund TIAA-CREF Funds 28,43015.5M $0.92 %0.03 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 28,40013M $0.03 %0.03 %as of Jun 30, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 28,37613M $0.06 %0.03 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 28,04115.3M $0.12 %0.03 %as of Jul 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 27,98712.8M $0.34 %0.03 %as of Jun 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 27,64112.7M $0.07 %0.03 %as of Jun 30, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 27,44915M $0.05 %0.03 %as of Jul 31, 2026 ↗
Stock Index Fund Northern Funds 27,44512.6M $0.06 %0.03 %as of Jun 30, 2026 ↗
U.S. Large Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 27,32814.9M $0.34 %0.03 %as of Jul 31, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 26,97214.7M $0.68 %0.03 %as of Jul 31, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 26,28514.3M $0.08 %0.03 %as of Jul 31, 2026 ↗
Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series 25,88411.9M $0.50 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 25,68714M $0.08 %0.03 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 25,52013.9M $0.11 %0.03 %as of Jul 31, 2026 ↗
FlexShares Quality Dividend Index Fund FlexShares Trust 25,40213.9M $0.63 %0.03 %as of Jul 31, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 25,37211.6M $0.06 %0.03 %as of Jun 30, 2026 ↗
MFS Equity Income Fund MFS SERIES TRUST VII 25,36713.8M $1.50 %0.03 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 24,65213.5M $0.11 %0.03 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 24,62811.3M $0.06 %0.03 %as of Jun 30, 2026 ↗
LVIP American Century Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 24,23411.1M $0.98 %0.03 %as of Jun 30, 2026 ↗
Aristotle Value Equity Fund Aristotle Fund Series Trust 24,20011.1M $2.48 %0.03 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 23,79313M $0.55 %0.03 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Value Fund Fidelity Devonshire Trust 23,60012.9M $0.54 %0.03 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 23,48510.8M $0.10 %0.03 %as of Jun 30, 2026 ↗
JNL/MFS Equity Income Fund JNL Series Trust 23,47510.8M $1.30 %0.03 %as of Jun 30, 2026 ↗
Applied Finance Select Fund World Funds Trust 23,33812.7M $1.83 %0.03 %as of Jul 31, 2026 ↗
Muirfield Fund Meeder Funds 22,85510.5M $0.82 %0.03 %as of Jun 30, 2026 ↗
DIVERSIFIED VALUE PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 22,78010.5M $0.73 %0.03 %as of Jun 30, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 22,23212.1M $0.53 %0.03 %as of Jul 31, 2026 ↗
Federated Hermes MDT Large Cap Growth ETF Federated Hermes ETF Trust 21,6369.6M $1.69 %0.02 %as of May 31, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 21,03611.5M $0.07 %0.02 %as of Jul 31, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 21,0059.4M $0.14 %0.02 %as of May 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 20,6519.2M $0.07 %0.02 %as of May 31, 2026 ↗
Cambria Shareholder Yield ETF Cambria ETF Trust 20,52411.2M $1.13 %0.02 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 20,34011.1M $0.20 %0.02 %as of Jul 31, 2026 ↗
iShares Morningstar Mid-Cap Growth ETF iShares Trust 20,25911.1M $0.28 %0.02 %as of Jul 31, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 20,1209.2M $0.06 %0.02 %as of Jun 30, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 20,08711M $0.08 %0.02 %as of Jul 31, 2026 ↗
Mid Cap Strategic Growth Fund VALIC Co I 19,4068.6M $0.75 %0.02 %as of May 31, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 19,1018.8M $0.06 %0.02 %as of Jun 30, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 19,02710.4M $0.08 %0.02 %as of Jul 31, 2026 ↗
Mid-Cap Value Portfolio PACIFIC SELECT FUND 18,8178.6M $1.59 %0.02 %as of Jun 30, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 18,6448.3M $0.09 %0.02 %as of May 31, 2026 ↗
Franklin Global Allocation Fund Franklin Fund Allocator Series 18,5848.5M $0.29 %0.02 %as of Jun 30, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 18,52910.1M $0.08 %0.02 %as of Jul 31, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 18,45678.1M SEK0.06 %0.02 %as of Mar 31, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 18,3958.4M $0.06 %0.02 %as of Jun 30, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 18,3518.4M $0.06 %0.02 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 18,34010M $0.36 %0.02 %as of Jul 31, 2026 ↗
LVIP State Street S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,3228.4M $0.06 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 18,2798.4M $0.17 %0.02 %as of Jun 30, 2026 ↗
Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust 18,2708.4M $0.11 %0.02 %as of Jun 30, 2026 ↗
Aristotle Core Equity Fund Aristotle Fund Series Trust 18,2548.4M $1.46 %0.02 %as of Jun 30, 2026 ↗
Mairs & Power Balanced Fund Trust for Professional Managers 18,0008.3M $1.25 %0.02 %as of Jun 30, 2026 ↗
Global Concentrated Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 17,7468.1M $1.96 %0.02 %as of Jun 30, 2026 ↗
Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust 17,7129.7M $0.41 %0.02 %as of Jul 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 17,5609.6M $0.10 %0.02 %as of Jul 31, 2026 ↗
Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust 17,5197.8M $0.70 %0.02 %as of May 31, 2026 ↗
Swedbank Robur Transfer 60 Swedbank Robur Fonder AB 17,14372.6M SEK0.16 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 17,0927.8M $0.06 %0.02 %as of Jun 30, 2026 ↗
CIBC ATLAS MID CAP EQUITY FUND ADVISORS' INNER CIRCLE FUND 17,0539.3M $1.38 %0.02 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 16,7649.2M $0.36 %0.02 %as of Jul 31, 2026 ↗
Handelsbanken Global Index Criteria Handelsbanken Fonder AB 16,70970.7M SEK0.05 %0.02 %as of Mar 31, 2026 ↗
NYLIM VP Dimensional U.S. Equity Portfolio NYLIM VP FUNDS TRUST 16,5307.6M $0.79 %0.02 %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