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 | |
|---|---|---|---|---|---|
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 48,620 | 22.9M $ | 0.09 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 47,746 | 22.7M $ | 0.13 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 47,413 | 22.5M $ | 0.06 % | 0.05 % | as of Apr 30, 2026 ↗ |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 46,444 | 22.1M $ | 0.30 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 45,844 | 21.6M $ | 0.19 % | 0.05 % | as of Feb 28, 2026 ↗ |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 45,600 | 20.3M $ | 0.12 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds | 44,213 | 21M $ | 0.33 % | 0.05 % | as of Apr 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 43,820 | 19.5M $ | 0.06 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series | 43,810 | 20.8M $ | 0.60 % | 0.05 % | as of Apr 30, 2026 ↗ |
| MFS Blended Research Core Equity Fund MFS SERIES TRUST XI | 43,437 | 19.3M $ | 1.21 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Invesco Large Cap Value ETF Invesco Exchange-Traded Fund Trust | 43,386 | 20.6M $ | 1.39 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 43,031 | 20.2M $ | 0.08 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Invesco S&P 500 GARP ETF Invesco Exchange-Traded Fund Trust | 42,823 | 20.3M $ | 0.92 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 42,600 | 20M $ | 1.04 % | 0.05 % | as of Feb 28, 2026 ↗ |
| JPMorgan Hedged Equity Fund JPMorgan Trust I | 42,331 | 18.8M $ | 0.09 % | 0.05 % | as of Mar 31, 2026 ↗ |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 41,930 | 18.6M $ | 0.07 % | 0.05 % | as of Mar 31, 2026 ↗ |
| LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 41,617 | 18.5M $ | 1.42 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Large Cap Growth Insights Fund Goldman Sachs Trust | 40,126 | 19.1M $ | 1.15 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Putnam Core Equity Fund Putnam Funds Trust | 40,040 | 19M $ | 0.31 % | 0.05 % | as of Apr 30, 2026 ↗ |
| CIBC ATLAS MID CAP EQUITY FUND ADVISORS' INNER CIRCLE FUND | 39,470 | 18.7M $ | 2.80 % | 0.04 % | as of Apr 30, 2026 ↗ |
| AQR Equity Market Neutral Fund AQR Funds | 39,352 | 17.5M $ | 0.53 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Value Fund American Century Capital Portfolios, Inc. | 38,984 | 17.3M $ | 0.99 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 38,800 | 18.4M $ | 0.62 % | 0.04 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 38,780 | 17.2M $ | 0.99 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 38,477 | 18.3M $ | 0.42 % | 0.04 % | as of Apr 30, 2026 ↗ |
| THRIVENT MID CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. | 36,437 | 16.2M $ | 0.93 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Large Cap Equity Fund American Century Mutual Funds, Inc. | 36,323 | 17.2M $ | 0.55 % | 0.04 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. Value Fund WisdomTree Trust | 35,940 | 16M $ | 0.61 % | 0.04 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 33,896 | 16.1M $ | 0.19 % | 0.04 % | as of Apr 30, 2026 ↗ |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 33,144 | 14.7M $ | 0.07 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Column Mid Cap Select Fund Trust for Professional Managers | 33,026 | 15.5M $ | 0.52 % | 0.04 % | as of Feb 28, 2026 ↗ |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 31,500 | 14M $ | 0.44 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 31,447 | 14M $ | 0.05 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 29,239 | 13.9M $ | 0.06 % | 0.03 % | as of Apr 30, 2026 ↗ |
| JPMorgan Equity Premium Income Fund JPMorgan Trust IV | 29,211 | 13M $ | 0.24 % | 0.03 % | as of Mar 31, 2026 ↗ |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 28,815 | 12.8M $ | 0.07 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Global Concentrated Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 28,686 | 12.7M $ | 3.51 % | 0.03 % | as of Mar 31, 2026 ↗ |
| VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 28,105 | 12.5M $ | 1.47 % | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares MSCI ACWI ETF iShares Trust | 28,038 | 13.3M $ | 0.04 % | 0.03 % | as of Apr 30, 2026 ↗ |
| AQR Style Premia Alternative Fund AQR Funds | 27,989 | 12.4M $ | 0.55 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Stock Index Fund Northern Funds | 27,445 | 12.2M $ | 0.07 % | 0.03 % | as of Mar 31, 2026 ↗ |
| U.S. Large Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 27,328 | 13M $ | 0.30 % | 0.03 % | as of Apr 30, 2026 ↗ |
| iShares U.S. Financial Services ETF iShares Trust | 27,273 | 12.9M $ | 0.64 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 27,003 | 12.8M $ | 0.06 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Aristotle Value Equity Fund Aristotle Fund Series Trust | 27,000 | 12M $ | 2.49 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 26,809 | 12.6M $ | 0.18 % | 0.03 % | as of Feb 28, 2026 ↗ |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 26,294 | 11.7M $ | 0.07 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series | 25,884 | 11.5M $ | 0.51 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 25,344 | 12M $ | 0.07 % | 0.03 % | as of Apr 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 25,190 | 11.2M $ | 0.07 % | 0.03 % | as of Mar 31, 2026 ↗ |
| FlexShares Quality Dividend Index Fund FlexShares Trust | 24,750 | 11.8M $ | 0.55 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Applied Finance Select Fund World Funds Trust | 24,638 | 11.7M $ | 1.77 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 24,389 | 11.6M $ | 0.52 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Victory Growth & Income Fund Victory Portfolios III | 23,987 | 11.4M $ | 0.52 % | 0.03 % | as of Apr 30, 2026 ↗ |
| LargeCap Growth Fund I Principal Funds, Inc | 23,845 | 11.3M $ | 0.18 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 23,600 | 11.2M $ | 0.53 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust | 23,319 | 11M $ | 1.08 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 23,119 | 11M $ | 0.07 % | 0.03 % | as of Apr 30, 2026 ↗ |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 23,063 | 10.2M $ | 0.30 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 22,989 | 10.2M $ | 0.39 % | 0.03 % | as of Mar 31, 2026 ↗ |
| MFS Equity Income Fund MFS SERIES TRUST VII | 22,915 | 10.9M $ | 1.38 % | 0.03 % | as of Apr 30, 2026 ↗ |
| DIVERSIFIED VALUE PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 22,780 | 10.1M $ | 0.72 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 22,565 | 10.7M $ | 0.09 % | 0.03 % | as of Apr 30, 2026 ↗ |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 22,291 | 10.6M $ | 0.30 % | 0.03 % | as of Apr 30, 2026 ↗ |
| JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I | 21,831 | 9.7M $ | 0.09 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I | 21,647 | 10.2M $ | 0.61 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Victory 500 Index Fund Victory Portfolios III | 21,584 | 10.2M $ | 0.07 % | 0.02 % | as of Apr 30, 2026 ↗ |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 21,313 | 10M $ | 0.15 % | 0.02 % | as of Feb 28, 2026 ↗ |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 21,114 | 9.4M $ | 0.03 % | 0.02 % | as of Mar 31, 2026 ↗ |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 20,869 | 9.9M $ | 0.07 % | 0.02 % | as of Apr 30, 2026 ↗ |
| US Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 20,861 | 9.3M $ | 2.43 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 20,809 | 9.9M $ | 0.09 % | 0.02 % | as of Apr 30, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 20,747 | 9.8M $ | 0.08 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 20,721 | 9.8M $ | 0.07 % | 0.02 % | as of Apr 30, 2026 ↗ |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 20,430 | 9.1M $ | 0.07 % | 0.02 % | as of Mar 31, 2026 ↗ |
| JPMorgan Equity Index Fund JPMorgan Trust II | 20,173 | 9M $ | 0.07 % | 0.02 % | as of Mar 31, 2026 ↗ |
| LVIP American Century Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 20,063 | 8.9M $ | 0.97 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Cambria Shareholder Yield ETF Cambria ETF Trust | 19,938 | 9.5M $ | 0.99 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Mid Cap Strategic Growth Fund VALIC Co I | 19,856 | 9.3M $ | 0.86 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 19,542 | 8.7M $ | 0.21 % | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 19,500 | 8.7M $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 19,226 | 9.1M $ | 0.07 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 19,095 | 8.5M $ | 0.03 % | 0.02 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 19,042 | 8.5M $ | 0.07 % | 0.02 % | as of Mar 31, 2026 ↗ |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 18,911 | 8.4M $ | 0.07 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Aristotle Core Equity Fund Aristotle Fund Series Trust | 18,889 | 8.4M $ | 1.62 % | 0.02 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 18,682 | 8.3M $ | 0.07 % | 0.02 % | as of Mar 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 18,637 | 8.8M $ | 0.17 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB | 18,456 | 78.1M SEK | 0.06 % | 0.02 % | as of Mar 31, 2026 ↗ |
| 500 Index Trust John Hancock Variable Insurance Trust | 18,258 | 8.1M $ | 0.07 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 17,485 | 8.3M $ | 0.32 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 17,467 | 8.3M $ | 0.42 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Swedbank Robur Transfer 60 Swedbank Robur Fonder AB | 17,143 | 72.6M SEK | 0.16 % | 0.02 % | as of Mar 31, 2026 ↗ |
| NYLIM VP Dimensional U.S. Equity Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 17,013 | 7.6M $ | 0.81 % | 0.02 % | as of Mar 31, 2026 ↗ |
| First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III | 16,791 | 8M $ | 0.35 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Federated Hermes MDT Large Cap Growth ETF Federated Hermes ETF Trust | 16,710 | 7.9M $ | 1.96 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Handelsbanken Global Index Criteria Handelsbanken Fonder AB | 16,709 | 70.7M SEK | 0.05 % | 0.02 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 16,562 | 7.4M $ | 0.54 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 16,350 | 7.8M $ | 0.08 % | 0.02 % | as of Apr 30, 2026 ↗ |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 16,086 | 7.6M $ | 0.32 % | 0.02 % | as of Apr 30, 2026 ↗ |
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