Titelia

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.

FundSharesValueWeight in fundShare of capital
Mairs & Power Balanced Fund Trust for Professional Managers 16,0007.1M $1.11 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust 15,8787.5M $0.67 %0.02 %as of Apr 30, 2026 ↗
Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust 15,8467.5M $0.14 %0.02 %as of Apr 30, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 15,8407.4M $0.09 %0.02 %as of Feb 28, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 15,7217.4M $0.07 %0.02 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 15,6467M $0.08 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 15,5237.3M $0.07 %0.02 %as of Feb 28, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 15,4306.9M $0.07 %0.02 %as of Mar 31, 2026 ↗
Fidelity Blue Chip Value Fund Fidelity Securities Fund 15,1007.2M $1.12 %0.02 %as of Apr 30, 2026 ↗
Mid-Cap Value Portfolio PACIFIC SELECT FUND 15,0036.7M $1.66 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 14,8106.6M $1.58 %0.02 %as of Mar 31, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 14,7956.6M $0.07 %0.02 %as of Mar 31, 2026 ↗
Fidelity Quality Factor ETF Fidelity Covington Trust 14,6647M $0.51 %0.02 %as of Apr 30, 2026 ↗
Muirfield Fund Meeder Funds 14,6466.5M $0.58 %0.02 %as of Mar 31, 2026 ↗
LVIP Blended Large Cap Growth Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,5336.5M $0.44 %0.02 %as of Mar 31, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 14,2776.8M $0.13 %0.02 %as of Apr 30, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 13,9146.2M $0.07 %0.02 %as of Mar 31, 2026 ↗
SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 13,2655.9M $0.14 %0.02 %as of Mar 31, 2026 ↗
BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. 13,0755.8M $1.25 %0.01 %as of Mar 31, 2026 ↗
EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 12,6725.6M $0.24 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 12,6586M $0.07 %0.01 %as of Feb 28, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 12,5525.6M $0.07 %0.01 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 12,5225.9M $0.13 %0.01 %as of Apr 30, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,5225.6M $1.17 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 12,3335.5M $0.04 %0.01 %as of Mar 31, 2026 ↗
Mid Cap Value Fund VALIC Co I 12,3265.8M $0.90 %0.01 %as of Feb 28, 2026 ↗
Victory Value Fund Victory Portfolios III 12,3035.8M $0.41 %0.01 %as of Apr 30, 2026 ↗
M Large Cap Growth Fund M FUND INC 12,2735.5M $1.92 %0.01 %as of Mar 31, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 12,2085.7M $0.19 %0.01 %as of Feb 28, 2026 ↗
Optimum Large Cap Growth Fund Optimum Fund Trust 11,8185.3M $0.31 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 11,7585.5M $1.08 %0.01 %as of Feb 28, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 11,7355.6M $0.07 %0.01 %as of Apr 30, 2026 ↗
Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund Touchstone Funds Group Trust 11,7305.2M $0.93 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 11,6375.2M $0.09 %0.01 %as of Mar 31, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 11,6245.5M $0.11 %0.01 %as of Apr 30, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 11,5875.1M $0.09 %0.01 %as of Mar 31, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 11,5645.1M $0.07 %0.01 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 11,4625.1M $0.02 %0.01 %as of Mar 31, 2026 ↗
AQR Multi-Asset Fund AQR Funds 11,2255M $0.22 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV 11,1244.9M $0.09 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 11,0604.9M $0.07 %0.01 %as of Mar 31, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 10,9884.9M $0.07 %0.01 %as of Mar 31, 2026 ↗
Mid Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 10,9314.9M $0.74 %0.01 %as of Mar 31, 2026 ↗
NVIT J.P. Morgan Equity and Options Total Return Fund Nationwide Variable Insurance Trust 10,7294.8M $0.71 %0.01 %as of Mar 31, 2026 ↗
Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust 10,6924.8M $0.07 %0.01 %as of Mar 31, 2026 ↗
Victory Capital Growth Fund Victory Portfolios III 10,4705M $0.45 %0.01 %as of Apr 30, 2026 ↗
Stock Index Fund VALIC Co I 10,3754.9M $0.07 %0.01 %as of Feb 28, 2026 ↗
LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,3724.6M $0.69 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 10,3674.6M $0.06 %0.01 %as of Mar 31, 2026 ↗
EQ/American Century Mid Cap Value Portfolio EQ Advisors Trust 10,3514.6M $0.74 %0.01 %as of Mar 31, 2026 ↗
LVIP JPMorgan Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,3504.6M $1.58 %0.01 %as of Mar 31, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 10,3454.6M $0.08 %0.01 %as of Mar 31, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 10,1244.5M $0.07 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 10,1234.5M $0.05 %0.01 %as of Mar 31, 2026 ↗
LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND 10,1004.8M $0.42 %0.01 %as of Apr 30, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 10,0634.8M $0.31 %0.01 %as of Apr 30, 2026 ↗
Sit Mid Cap Growth Fund SIT MID CAP GROWTH FUND INC 10,0004.4M $2.14 %0.01 %as of Mar 31, 2026 ↗
Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds 9,9004.7M $0.24 %0.01 %as of Apr 30, 2026 ↗
MFS Blended Research Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II 9,7544.3M $1.21 %0.01 %as of Mar 31, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 9,7004.6M $0.37 %0.01 %as of Apr 30, 2026 ↗
Handelsbanken USA Index Criteria Handelsbanken Fonder AB 9,52040.3M SEK0.09 %0.01 %as of Mar 31, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 9,4594.2M $0.34 %0.01 %as of Mar 31, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 9,4244.2M $0.07 %0.01 %as of Mar 31, 2026 ↗
SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 9,2624.4M $0.31 %0.01 %as of Feb 28, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 9,1074.3M $0.39 %0.01 %as of Feb 28, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 9,0464M $0.07 %0.01 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS LARGECAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 8,9964M $0.48 %0.01 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,9884M $0.23 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 8,8383.9M $0.22 %0.01 %as of Mar 31, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 8,7003.9M $0.07 %0.01 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 8,6283.8M $0.03 %0.01 %as of Mar 31, 2026 ↗
Global Equity Fund RUSSELL INVESTMENT CO 8,4164M $0.10 %0.01 %as of Apr 30, 2026 ↗
Victory Multi-Cap Fund Victory Portfolios 8,3003.7M $0.73 %0.01 %as of Mar 31, 2026 ↗
Storebrand USA Storebrand Asset Management AS 8,28835.1M SEK0.07 %0.01 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 8,0313.8M $0.11 %0.01 %as of Apr 30, 2026 ↗
JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I 8,0243.6M $0.11 %0.01 %as of Mar 31, 2026 ↗
Harbor Mid Cap Value Fund HARBOR FUNDS 8,0003.8M $0.89 %0.01 %as of Apr 30, 2026 ↗
Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB 7,96233.7M SEK0.09 %0.01 %as of Mar 31, 2026 ↗
NVIT GS Large Cap Equity Fund Nationwide Variable Insurance Trust 7,8773.5M $0.39 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,8483.7M $0.16 %0.01 %as of Apr 30, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 7,8383.7M $0.07 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 7,8263.7M $0.18 %0.01 %as of Apr 30, 2026 ↗
Nomura Wealth Builder Fund Delaware Group Equity Funds V 7,8223.7M $0.44 %0.01 %as of Feb 27, 2026 ↗
iShares MSCI World ETF iShares, Inc. 7,7543.6M $0.05 %0.01 %as of Feb 28, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 7,6483.6M $0.12 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 7,6413.4M $0.11 %0.01 %as of Mar 31, 2026 ↗
First Trust Capital Strength Portfolio First Trust Variable Insurance Trust 7,6323.4M $1.76 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust 7,6143.6M $1.31 %0.01 %as of Apr 30, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 7,5723.6M $0.08 %0.01 %as of Feb 28, 2026 ↗
Knights of Columbus Long/Short Equity Fund ADVISORS' INNER CIRCLE III 7,5573.6M $1.63 %0.01 %as of Apr 30, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 7,5483.4M $0.69 %0.01 %as of Mar 31, 2026 ↗
Swedbank Robur Transfer 90 Swedbank Robur Fonder AB 7,52931.9M SEK0.30 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 7,5213.5M $0.07 %0.01 %as of Feb 28, 2026 ↗
LVIP American Century Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,5003.3M $0.74 %0.01 %as of Mar 31, 2026 ↗
American Century Focused Large Cap Value ETF American Century ETF Trust 7,4593.5M $1.06 %0.01 %as of Feb 28, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 7,4523.5M $0.07 %0.01 %as of Feb 28, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 7,4123.3M $0.13 %0.01 %as of Mar 31, 2026 ↗
MML Equity Fund MML Series Investment Fund II 7,4003.3M $0.37 %0.01 %as of Mar 31, 2026 ↗
SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 7,3313.3M $0.23 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 7,3263.5M $0.06 %0.01 %as of Apr 30, 2026 ↗

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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 8.59 %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.

QuarterShareholdersChangeSharesChange
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 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.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.54 %6,841,348as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.81 %5,276,992as of Mar 31, 2026 · SCHEDULE 13G
STATE STREET CORPORATION 5.10 %4,595,792as 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.

FundBond linesValue
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND368.3M $as of Feb 28, 2026
VANGUARD WELLINGTON FUND346.8M $as of Feb 28, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND142.5M $as of Apr 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND440.9M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND138.7M $as of Apr 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND430.2M $as of Mar 31, 2026
VANGUARD WELLESLEY INCOME FUND328.6M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND315.7M $as of Mar 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF315.5M $as of Feb 28, 2026
BlackRock Systematic Multi-Strategy Fund215.4M $as of Mar 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND114.4M $as of Feb 28, 2026
iShares Core U.S. Aggregate Bond ETF411.9M $as of Feb 28, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF211.4M $as of Feb 28, 2026
Schwab 5-10 Year Corporate Bond ETF39.7M $as of Mar 31, 2026
DFA Investment Grade Portfolio17.7M $as of Apr 30, 2026
Invesco Corporate Bond Fund36.1M $as of Feb 28, 2026
Invesco BulletShares 2026 Corporate Bond ETF15.9M $as of Feb 28, 2026
Dimensional Core Fixed Income ETF25.8M $as of Apr 30, 2026
iShares iBonds Dec 2026 Term Corporate ETF15.5M $as of Apr 30, 2026
iShares Broad USD Investment Grade Corporate Bond ETF45.2M $as of Feb 28, 2026
Invesco BulletShares 2028 Corporate Bond ETF15.1M $as of Feb 28, 2026
Avantis Core Fixed Income ETF25M $as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF44.9M $as of Mar 31, 2026
Avantis Short-Term Fixed Income ETF14.8M $as of Feb 28, 2026
iShares iBonds Dec 2028 Term Corporate ETF14.5M $as of Apr 30, 2026
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Titelia. "Fund shareholders of Ameriprise Financial Inc". https://titelia.com/en/stocks/ameriprise-financial-inc-US03076C1062