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
AQR Multi-Asset Fund AQR Funds 6,8793.2M $0.11 %0.01 %as of Jun 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 6,7893.1M $0.19 %0.01 %as of Jun 30, 2026 ↗
iShares Climate Conscious & Transition MSCI USA ETF iShares Trust 6,7063M $0.10 %0.01 %as of May 31, 2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 6,7013M $0.51 %0.01 %as of May 31, 2026 ↗
Avanza Global Avanza Fonder AB 6,63528.1M SEK0.07 %0.01 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN MID CAP VALUE PORTFOLIO Voya Partners Inc 6,5783M $1.60 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 6,5732.9M $0.17 %0.01 %as of May 31, 2026 ↗
Victory Diversified Stock Fund Victory Portfolios 6,5663M $0.76 %0.01 %as of Jun 30, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 6,5343.6M $0.08 %0.01 %as of Jul 31, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 6,5223M $0.06 %0.01 %as of Jun 30, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 6,49427.5M SEK0.06 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 6,4682.9M $0.06 %0.01 %as of May 31, 2026 ↗
US Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 6,4052.9M $0.70 %0.01 %as of Jun 30, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,3382.8M $0.06 %0.01 %as of May 31, 2026 ↗
Nuveen Life Core Equity Fund TIAA-CREF Life Funds 6,3282.9M $1.27 %0.01 %as of Jun 30, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 6,31026.7M SEK0.05 %0.01 %as of Mar 31, 2026 ↗
Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust 6,2802.8M $0.10 %0.01 %as of May 29, 2026 ↗
Balanced Fund American Century Mutual Funds, Inc. 6,2703.4M $0.38 %0.01 %as of Jul 31, 2026 ↗
Lord Abbett Global Equity Fund LORD ABBETT SECURITIES TRUST 6,2643.4M $0.86 %0.01 %as of Jul 31, 2026 ↗
Fidelity Hedged Equity ETF Fidelity Greenwood Street Trust 6,1543.4M $0.36 %0.01 %as of Jul 31, 2026 ↗
Balanced Fund Meeder Funds 6,1442.8M $0.58 %0.01 %as of Jun 30, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 6,0592.8M $0.06 %0.01 %as of Jun 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 6,0432.8M $0.06 %0.01 %as of Jun 30, 2026 ↗
FPA Queens Road Value Fund Investment Managers Series Trust III 6,0002.7M $4.74 %0.01 %as of May 31, 2026 ↗
American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund 5,8972.6M $0.38 %0.01 %as of May 31, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 5,8783.2M $0.03 %0.01 %as of Jul 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 5,8543.2M $0.07 %0.01 %as of Jul 31, 2026 ↗
ProShares Ultra Financials ProShares Trust 5,6282.5M $0.36 %0.01 %as of May 31, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 5,60923.7M SEK0.08 %0.01 %as of Mar 31, 2026 ↗
LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,5632.6M $0.17 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,5622.5M $0.01 %0.01 %as of May 31, 2026 ↗
SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 5,4862.5M $0.16 %0.01 %as of Jun 30, 2026 ↗
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 5,4862.5M $0.34 %0.01 %as of Jun 30, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 5,3002.9M $3.65 %0.01 %as of Jul 31, 2026 ↗
Sit Dividend Growth Fund SIT MUTUAL FUNDS INC 5,3002.4M $1.00 %0.01 %as of Jun 30, 2026 ↗
SRH U.S. Quality GARP ETF Elevation Series Trust 5,2632.9M $1.35 %0.01 %as of Jul 31, 2026 ↗
SEB USA Exposure SEB Funds AB 5,23522.2M SEK0.08 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 5,2342.4M $0.14 %0.01 %as of Jun 30, 2026 ↗
1919 Financial Services Fund Advisor Managed Portfolios 5,2282.4M $2.49 %0.01 %as of Jun 30, 2026 ↗
AQR Global Fund AQR Funds 5,2222.4M $0.39 %0.01 %as of Jun 30, 2026 ↗
Hennessy Cornerstone Large Growth Fund Hennessy Funds Trust 5,2002.8M $1.97 %0.01 %as of Jul 31, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 5,1982.4M $0.07 %0.01 %as of Jun 30, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 5,1092.3M $0.06 %0.01 %as of Jun 30, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 5,10021.6M SEK0.07 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes MDT Balanced Fund Federated Hermes MDT Series 4,9582.7M $0.82 %0.01 %as of Jul 31, 2026 ↗
iShares ESG Advanced MSCI USA ETF iShares Trust 4,9582.2M $0.15 %0.01 %as of May 31, 2026 ↗
MoA Mid Cap Growth Fund MoA Funds Corp 4,9332.3M $1.66 %0.01 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 4,8952.2M $0.06 %0.01 %as of Jun 30, 2026 ↗
Allspring Mid Cap Value Portfolio Brighthouse Funds Trust I 4,8462.2M $0.73 %0.01 %as of Jun 30, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 4,8112.6M $0.01 %0.01 %as of Jul 31, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 4,8092.6M $0.08 %0.01 %as of Jul 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 4,7952.6M $0.07 %0.01 %as of Jul 31, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 4,7842.1M $0.17 %0.01 %as of May 31, 2026 ↗
MML VIP American Century Mid Cap Value Fund MML SERIES INVESTMENT FUND 4,7402.2M $0.91 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 4,6882.2M $0.30 %0.01 %as of Jun 30, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 4,6712.1M $0.13 %0.01 %as of Jun 30, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 4,6482.1M $0.25 %0.01 %as of Jun 30, 2026 ↗
American Beacon Diversified Fund American Beacon Institutional Funds Trust 4,6402.5M $0.42 %0.01 %as of Jul 31, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 4,6212.1M $0.07 %0.01 %as of May 31, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 4,6192.5M $0.08 %0.01 %as of Jul 31, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 4,6182.1M $0.06 %0.01 %as of Jun 30, 2026 ↗
VanEck Morningstar SMID Moat ETF VanEck ETF Trust 4,5822.1M $0.63 %0.01 %as of Jun 30, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 4,5422.5M $0.08 %0.01 %as of Jul 31, 2026 ↗
Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds 4,5202.5M $0.10 %0.01 %as of Jul 31, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 4,4892.1M $0.06 %0.01 %as of Jun 30, 2026 ↗
O'Shaughnessy Market Leaders Value Fund Advisors Series Trust 4,4662.4M $0.85 %0.01 %as of Jul 31, 2026 ↗
LVIP Avantis Large Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,4062M $0.75 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 4,3982M $0.13 %0.00 %as of Jun 30, 2026 ↗
AST Large-Cap Equity Portfolio Advanced Series Trust 4,3752M $0.10 %0.00 %as of Jun 30, 2026 ↗
Parametric Volatility Risk Premium - Defensive Fund Eaton Vance Mutual Funds Trust 4,3712.4M $0.17 %0.00 %as of Jul 31, 2026 ↗
Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB 4,35418.4M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
Principal Capital Appreciation Account Principal Variable Contract Funds, Inc 4,3072M $0.75 %0.00 %as of Jun 30, 2026 ↗
Large Company Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 4,3062M $1.10 %0.00 %as of Jun 30, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 4,2801.9M $0.06 %0.00 %as of May 31, 2026 ↗
World Selection Index Fund Northern Funds 4,2431.9M $0.09 %0.00 %as of Jun 30, 2026 ↗
Systematic Growth Fund VALIC Co I 4,2291.9M $0.18 %0.00 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,2131.9M $0.11 %0.00 %as of Jun 30, 2026 ↗
Monarch Dividend Plus Index ETF Northern Lights Fund Trust IV 4,1841.9M $3.07 %0.00 %as of May 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 4,0831.9M $0.03 %0.00 %as of Jun 30, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 4,0691.9M $0.06 %0.00 %as of Jun 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 4,0531.9M $0.08 %0.00 %as of Jun 30, 2026 ↗
Steward Large Cap Growth Fund Steward Funds Inc 4,0002.2M $0.82 %0.00 %as of Jul 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 3,9981.8M $0.36 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust 3,9781.8M $0.10 %0.00 %as of May 31, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 3,97316.8M SEK0.05 %0.00 %as of Mar 31, 2026 ↗
Victory Cornerstone Moderate Fund Victory Portfolios III 3,9591.8M $0.14 %0.00 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST 3,9581.8M $0.07 %0.00 %as of Jun 30, 2026 ↗
Invesco Bloomberg MVP Multi-Factor ETF Invesco Exchange-Traded Fund Trust 3,9222.1M $2.07 %0.00 %as of Jul 31, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 3,8891.8M $0.11 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 3,8311.7M $0.42 %0.00 %as of May 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 3,8292.1M $0.07 %0.00 %as of Jul 31, 2026 ↗
Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL 3,8062.1M $0.24 %0.00 %as of Jul 31, 2026 ↗
Boyar Value Fund BOYAR VALUE FUND INC 3,7931.7M $8.77 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Growth ETF iShares Trust 3,7832.1M $0.07 %0.00 %as of Jul 31, 2026 ↗
NYLIM VP American Century Large Cap Equity Portfolio NYLIM VP FUNDS TRUST 3,7651.7M $0.51 %0.00 %as of Jun 30, 2026 ↗
VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc 3,7541.7M $0.63 %0.00 %as of Jun 30, 2026 ↗
DWS Enhanced Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST 3,7261.7M $0.53 %0.00 %as of May 31, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 3,7211.7M $0.56 %0.00 %as of Jun 30, 2026 ↗
BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. 3,6982M $0.07 %0.00 %as of Jul 31, 2026 ↗
PGIM Quant Solutions Mid-Cap Value Fund Prudential Investment Portfolios, Inc. 10 3,6402M $1.03 %0.00 %as of Jul 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