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
iShares Core Dividend ETF iShares Trust 7,3183.5M $0.26 %0.01 %as of Apr 30, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 7,3173.3M $0.32 %0.01 %as of Mar 31, 2026 ↗
MOA MID CAP VALUE FUND MoA Funds Corp 7,3043.2M $1.75 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 7,3003.4M $0.05 %0.01 %as of Feb 28, 2026 ↗
Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust 7,2623.2M $1.37 %0.01 %as of Mar 31, 2026 ↗
Victory Mid-Cap Core Growth Fund Victory Portfolios 7,2003.2M $1.15 %0.01 %as of Mar 31, 2026 ↗
Dynamic Allocation Fund Meeder Funds 7,1873.2M $0.64 %0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 7,1463.4M $0.07 %0.01 %as of Feb 28, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,0983.4M $0.13 %0.01 %as of Apr 30, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 7,0683.4M $0.07 %0.01 %as of Apr 30, 2026 ↗
Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust 6,9533.3M $0.12 %0.01 %as of Feb 27, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 6,9473.1M $0.07 %0.01 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 6,8953.3M $0.13 %0.01 %as of Apr 30, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,7783.2M $0.07 %0.01 %as of Feb 28, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 6,7403.2M $0.31 %0.01 %as of Apr 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 6,7183M $0.07 %0.01 %as of Mar 31, 2026 ↗
Avanza Global Avanza Fonder AB 6,63528.1M SEK0.07 %0.01 %as of Mar 31, 2026 ↗
MFS Blended Research Value Equity Fund MFS SERIES TRUST X 6,6133.1M $0.96 %0.01 %as of Feb 28, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 6,5953.1M $0.07 %0.01 %as of Feb 28, 2026 ↗
VALUE EQUITY FUND GuideStone Funds 6,5752.9M $0.36 %0.01 %as of Mar 31, 2026 ↗
Victory Diversified Stock Fund Victory Portfolios 6,5662.9M $0.82 %0.01 %as of Mar 31, 2026 ↗
Balanced Fund American Century Mutual Funds, Inc. 6,5093.1M $0.34 %0.01 %as of Apr 30, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 6,49427.5M SEK0.06 %0.01 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN MID CAP VALUE PORTFOLIO Voya Partners Inc 6,4912.9M $1.58 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 6,4332.9M $0.07 %0.01 %as of Mar 31, 2026 ↗
Nuveen Life Core Equity Fund TIAA-CREF Life Funds 6,4022.8M $1.39 %0.01 %as of Mar 31, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,3483M $0.46 %0.01 %as of Feb 28, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 6,31026.7M SEK0.05 %0.01 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 6,1762.9M $0.05 %0.01 %as of Apr 30, 2026 ↗
1919 Financial Services Fund Advisor Managed Portfolios 6,1282.7M $2.87 %0.01 %as of Mar 31, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 6,0672.9M $0.64 %0.01 %as of Feb 28, 2026 ↗
FPA Queens Road Value Fund Investment Managers Series Trust III 6,0002.8M $5.25 %0.01 %as of Feb 28, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 5,9272.8M $0.17 %0.01 %as of Feb 28, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 5,9052.8M $0.06 %0.01 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 5,8782.8M $0.02 %0.01 %as of Apr 30, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 5,8612.8M $0.17 %0.01 %as of Feb 28, 2026 ↗
Avantis U.S. Large Cap Value Fund American Century ETF Trust 5,8562.8M $0.38 %0.01 %as of Feb 28, 2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 5,8312.7M $0.45 %0.01 %as of Feb 28, 2026 ↗
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 5,8232.6M $0.22 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 5,7862.6M $0.06 %0.01 %as of Mar 31, 2026 ↗
Fidelity Hedged Equity ETF Fidelity Greenwood Street Trust 5,7742.7M $0.33 %0.01 %as of Apr 30, 2026 ↗
ProShares Ultra Financials ProShares Trust 5,6752.7M $0.38 %0.01 %as of Feb 28, 2026 ↗
LVIP American Century Select Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,6722.5M $0.58 %0.01 %as of Mar 31, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 5,60923.7M SEK0.08 %0.01 %as of Mar 31, 2026 ↗
Principal Capital Appreciation Select ETF Principal Exchange-Traded Funds 5,6022.5M $1.08 %0.01 %as of Mar 31, 2026 ↗
iShares Climate Conscious & Transition MSCI USA ETF iShares Trust 5,5702.6M $0.12 %0.01 %as of Feb 28, 2026 ↗
Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust 5,5452.6M $0.11 %0.01 %as of Feb 27, 2026 ↗
Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST 5,4972.4M $0.10 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV 5,4122.4M $0.09 %0.01 %as of Mar 31, 2026 ↗
Harbor PanAgora Dynamic Large Cap Core ETF Harbor ETF Trust 5,3502.5M $0.33 %0.01 %as of Apr 30, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 5,3002.5M $3.10 %0.01 %as of Apr 30, 2026 ↗
Hennessy Cornerstone Large Growth Fund Hennessy Funds Trust 5,3002.5M $1.84 %0.01 %as of Apr 30, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 5,2612.3M $0.07 %0.01 %as of Mar 31, 2026 ↗
SEB USA Exposure SEB Funds AB 5,23522.2M SEK0.08 %0.01 %as of Mar 31, 2026 ↗
SRH U.S. Quality GARP ETF Elevation Series Trust 5,2042.5M $1.28 %0.01 %as of Apr 30, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 5,1982.3M $0.08 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,1862.4M $0.01 %0.01 %as of Feb 28, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 5,1852.3M $0.08 %0.01 %as of Mar 31, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 5,10021.6M SEK0.07 %0.01 %as of Mar 31, 2026 ↗
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 5,0892.3M $0.31 %0.01 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 5,0062.2M $0.09 %0.01 %as of Mar 31, 2026 ↗
Nuveen Quant Mid Cap Growth Fund TIAA-CREF Funds 4,9802.4M $0.35 %0.01 %as of Apr 30, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 4,9712.4M $0.07 %0.01 %as of Apr 30, 2026 ↗
Federated Hermes MDT Balanced Fund Federated Hermes MDT Series 4,9582.4M $0.73 %0.01 %as of Apr 30, 2026 ↗
iShares ESG Advanced MSCI USA ETF iShares Trust 4,9482.3M $0.19 %0.01 %as of Feb 28, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 4,7732.2M $0.08 %0.01 %as of Feb 28, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 4,7662.1M $0.07 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 4,7552.3M $0.05 %0.01 %as of Apr 30, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 4,7272.2M $0.07 %0.01 %as of Apr 30, 2026 ↗
AQR Large Cap Momentum Style Fund AQR Funds 4,7172.1M $0.37 %0.01 %as of Mar 31, 2026 ↗
MoA Mid Cap Growth Fund MoA Funds Corp 4,7162.1M $2.04 %0.01 %as of Mar 31, 2026 ↗
American Beacon Diversified Fund American Beacon Institutional Funds Trust 4,7002.2M $0.37 %0.01 %as of Apr 30, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 4,7002.2M $0.07 %0.01 %as of Feb 28, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 4,6852.1M $0.09 %0.01 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 4,6482.1M $0.28 %0.01 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 4,6472.2M $0.07 %0.01 %as of Apr 30, 2026 ↗
VanEck Morningstar SMID Moat ETF VanEck ETF Trust 4,5792M $0.64 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 4,5612M $0.32 %0.01 %as of Mar 31, 2026 ↗
AST Large-Cap Equity Portfolio Advanced Series Trust 4,3751.9M $0.11 %0.00 %as of Mar 31, 2026 ↗
Parametric Volatility Risk Premium - Defensive Fund Eaton Vance Mutual Funds Trust 4,3712.1M $0.15 %0.00 %as of Apr 30, 2026 ↗
Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB 4,35418.4M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
ProShares UltraPro S&P500 ProShares Trust 4,3362M $0.05 %0.00 %as of Feb 28, 2026 ↗
World Selection Index Fund Northern Funds 4,2751.9M $0.10 %0.00 %as of Mar 31, 2026 ↗
VictoryShares Dividend Accelerator ETF Victory Portfolios II 4,2381.9M $0.85 %0.00 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 4,2151.9M $0.04 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,2131.9M $0.11 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Growth ETF iShares Trust 4,2022M $0.07 %0.00 %as of Apr 30, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 4,1851.9M $0.07 %0.00 %as of Mar 31, 2026 ↗
Victory Cornerstone Moderate Fund Victory Portfolios III 4,1371.9M $0.16 %0.00 %as of Feb 28, 2026 ↗
Systematic Growth Fund VALIC Co I 4,1151.9M $0.19 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 4,1151.9M $0.19 %0.00 %as of Feb 28, 2026 ↗
Monarch Dividend Plus Index ETF Northern Lights Fund Trust IV 4,1081.9M $3.28 %0.00 %as of Feb 28, 2026 ↗
Large Company Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 4,0491.8M $1.05 %0.00 %as of Mar 31, 2026 ↗
Invesco Bloomberg MVP Multi-Factor ETF Invesco Exchange-Traded Fund Trust 4,0391.9M $1.88 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 4,0321.9M $0.20 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. 4,0251.9M $0.14 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 4,0031.8M $0.12 %0.00 %as of Mar 31, 2026 ↗
Steward Large Cap Growth Fund Steward Funds Inc 4,0001.9M $0.77 %0.00 %as of Apr 30, 2026 ↗
LS OPPORTUNITY FUND Valued Advisers Trust 4,0001.9M $1.98 %0.00 %as of Feb 28, 2026 ↗
Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL 3,9971.9M $0.22 %0.00 %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
Cite this page

Titelia. "Fund shareholders of Ameriprise Financial Inc". https://titelia.com/en/stocks/ameriprise-financial-inc-US03076C1062