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
JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust 16,4337.5M $0.17 %0.02 %as of Jun 30, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 16,1127.2M $0.06 %0.02 %as of May 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 15,9657.3M $0.34 %0.02 %as of Jun 30, 2026 ↗
AQR Large Cap Multi-Style Fund AQR Funds 15,7257.2M $0.38 %0.02 %as of Jun 30, 2026 ↗
Fidelity Quality Factor ETF Fidelity Covington Trust 15,6718.6M $0.61 %0.02 %as of Jul 31, 2026 ↗
Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust 15,6248.5M $0.15 %0.02 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 15,5297.1M $0.37 %0.02 %as of Jun 30, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 15,1306.9M $0.06 %0.02 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 14,9486.7M $0.06 %0.02 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 14,9036.8M $1.63 %0.02 %as of Jun 30, 2026 ↗
Fidelity Blue Chip Value Fund Fidelity Securities Fund 14,9008.1M $1.14 %0.02 %as of Jul 31, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 14,7676.8M $0.14 %0.02 %as of Jun 30, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 14,7116.6M $1.05 %0.02 %as of May 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 14,4276.6M $0.48 %0.02 %as of Jun 30, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 14,4166.6M $0.06 %0.02 %as of Jun 30, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 14,1376.5M $0.06 %0.02 %as of Jun 30, 2026 ↗
Mid Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 14,1106.5M $0.91 %0.02 %as of Jun 30, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 13,9757.6M $0.14 %0.02 %as of Jul 31, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 13,3456.1M $0.06 %0.02 %as of Jun 30, 2026 ↗
EQ/American Century Mid Cap Value Portfolio EQ Advisors Trust 13,2966.1M $0.91 %0.02 %as of Jun 30, 2026 ↗
SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 13,2656.1M $0.13 %0.02 %as of Jun 30, 2026 ↗
Mid Cap Value Fund VALIC Co I 13,1825.9M $0.86 %0.01 %as of May 31, 2026 ↗
BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. 12,8025.9M $1.13 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 12,6925.7M $0.06 %0.01 %as of May 31, 2026 ↗
EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 12,6725.8M $0.23 %0.01 %as of Jun 30, 2026 ↗
Victory Value Fund Victory Portfolios III 12,3036.7M $0.45 %0.01 %as of Jul 31, 2026 ↗
M Large Cap Growth Fund NORTHERN LIGHTS FUND TRUST II 12,2735.6M $1.79 %0.01 %as of Jun 30, 2026 ↗
DWS Global Income Builder Fund DEUTSCHE DWS MARKET TRUST 12,1786.6M $1.06 %0.01 %as of Jul 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 11,9886.5M $0.07 %0.01 %as of Jul 31, 2026 ↗
Knights of Columbus Long/Short Equity Fund ADVISORS' INNER CIRCLE III 11,9486.5M $2.15 %0.01 %as of Jul 31, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 11,6805.2M $0.17 %0.01 %as of May 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 11,6375.3M $0.08 %0.01 %as of Jun 30, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 11,6246.3M $0.11 %0.01 %as of Jul 31, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,4735.3M $1.05 %0.01 %as of Jun 30, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 11,4625.3M $0.02 %0.01 %as of Jun 30, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 11,2095.1M $0.06 %0.01 %as of Jun 30, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 11,1865.1M $0.74 %0.01 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 11,0605.1M $0.06 %0.01 %as of Jun 30, 2026 ↗
Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund Touchstone Funds Group Trust 10,9805M $0.88 %0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 10,6864.9M $0.08 %0.01 %as of Jun 30, 2026 ↗
LVIP JPMorgan Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,5014.8M $1.58 %0.01 %as of Jun 30, 2026 ↗
Victory Capital Growth Fund Victory Portfolios III 10,4705.7M $0.51 %0.01 %as of Jul 31, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 10,4654.7M $0.43 %0.01 %as of May 31, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 10,3454.7M $0.07 %0.01 %as of Jun 30, 2026 ↗
iShares Core Dividend ETF iShares Trust 10,2195.6M $0.33 %0.01 %as of Jul 31, 2026 ↗
Harbor PanAgora Dynamic Large Cap Core ETF Harbor ETF Trust 10,1165.5M $0.66 %0.01 %as of Jul 31, 2026 ↗
LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND 10,1005.5M $0.45 %0.01 %as of Jul 31, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 10,0675.5M $0.01 %0.01 %as of Jul 31, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 10,0354.6M $0.06 %0.01 %as of Jun 30, 2026 ↗
Sit Mid Cap Growth Fund SIT MID CAP GROWTH FUND INC 10,0004.6M $1.94 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 9,9585.4M $0.33 %0.01 %as of Jul 31, 2026 ↗
Stock Index Fund VALIC Co I 9,9384.4M $0.06 %0.01 %as of May 31, 2026 ↗
NVIT J.P. Morgan Equity and Options Total Return Fund Nationwide Variable Insurance Trust 9,8794.5M $0.64 %0.01 %as of Jun 30, 2026 ↗
Dynamic Allocation Fund Meeder Funds 9,7254.5M $0.76 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World ETF iShares, Inc. 9,6964.3M $0.05 %0.01 %as of May 31, 2026 ↗
LVIP American Century Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,5284.4M $0.91 %0.01 %as of Jun 30, 2026 ↗
Handelsbanken USA Index Criteria Handelsbanken Fonder AB 9,52040.3M SEK0.09 %0.01 %as of Mar 31, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 9,4804.3M $0.06 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Large Cap Value Fund American Century ETF Trust 9,4564.2M $0.54 %0.01 %as of May 31, 2026 ↗
MFS Blended Research Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II 9,3034.3M $1.09 %0.01 %as of Jun 30, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 9,3005.1M $0.39 %0.01 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 9,1244.2M $0.03 %0.01 %as of Jun 30, 2026 ↗
VOYA INDEX PLUS LARGECAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 8,9964.1M $0.44 %0.01 %as of Jun 30, 2026 ↗
Global Equity Fund RUSSELL INVESTMENT CO 8,9494.9M $0.12 %0.01 %as of Jul 31, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NYLIM VP FUNDS TRUST 8,9194.1M $0.06 %0.01 %as of Jun 30, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 8,7004M $0.06 %0.01 %as of Jun 30, 2026 ↗
First Trust Capital Strength Portfolio First Trust Variable Insurance Trust 8,6694M $1.97 %0.01 %as of Jun 30, 2026 ↗
American Century Focused Large Cap Value ETF American Century ETF Trust 8,6513.9M $1.09 %0.01 %as of May 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,6314M $0.21 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 8,4314.6M $0.14 %0.01 %as of Jul 31, 2026 ↗
Victory Mid-Cap Core Growth Fund Victory Portfolios 8,4003.9M $1.21 %0.01 %as of Jun 30, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 8,3263.8M $0.06 %0.01 %as of Jun 30, 2026 ↗
Victory Multi-Cap Fund Victory Portfolios 8,3003.8M $0.65 %0.01 %as of Jun 30, 2026 ↗
Storebrand USA Storebrand Asset Management AS 8,28835.1M SEK0.07 %0.01 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 8,2523.8M $0.10 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust 8,1234.4M $1.46 %0.01 %as of Jul 31, 2026 ↗
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 8,0843.7M $0.30 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 8,0714.4M $0.19 %0.01 %as of Jul 31, 2026 ↗
JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I 8,0243.7M $0.10 %0.01 %as of Jun 30, 2026 ↗
Harbor Mid Cap Value Fund HARBOR FUNDS 8,0004.4M $0.95 %0.01 %as of Jul 31, 2026 ↗
Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB 7,96233.7M SEK0.09 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,8484.3M $0.17 %0.01 %as of Jul 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 7,8464.3M $0.08 %0.01 %as of Jul 31, 2026 ↗
Nomura Wealth Builder Fund Delaware Group Equity Funds V 7,8223.5M $0.42 %0.01 %as of May 29, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 7,8164.3M $0.37 %0.01 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 7,7043.4M $0.06 %0.01 %as of May 31, 2026 ↗
MOA MID CAP VALUE FUND MoA Funds Corp 7,6733.5M $1.60 %0.01 %as of Jun 30, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 7,6723.4M $0.04 %0.01 %as of May 31, 2026 ↗
Swedbank Robur Transfer 90 Swedbank Robur Fonder AB 7,52931.9M SEK0.30 %0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 7,3593.3M $0.06 %0.01 %as of May 31, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 7,3203.3M $0.18 %0.01 %as of May 31, 2026 ↗
Victory Integrity Mid-Cap Value Fund Victory Portfolios 7,2403.3M $0.88 %0.01 %as of Jun 30, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 7,1893.3M $0.30 %0.01 %as of Jun 30, 2026 ↗
VALUE EQUITY FUND GuideStone Funds 7,1683.3M $0.37 %0.01 %as of Jun 30, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 7,1613.2M $0.06 %0.01 %as of May 31, 2026 ↗
MML VIP Franklin Templeton Equity Fund MML Series Investment Fund II 7,1003.3M $0.34 %0.01 %as of Jun 30, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,0983.9M $0.14 %0.01 %as of Jul 31, 2026 ↗
LVIP American Century Select Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,0823.2M $0.70 %0.01 %as of Jun 30, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 7,0273.8M $0.06 %0.01 %as of Jul 31, 2026 ↗
MFS Blended Research Value Equity Fund MFS SERIES TRUST X 7,0063.1M $0.94 %0.01 %as of May 31, 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