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
Green Century Equity Fund GREEN CENTURY FUNDS 2,4021.1M $0.15 %0.00 %as of Apr 30, 2026 ↗
Lannebo Marknad Global Lannebo Kapitalförvaltning AB 2,37610.1M SEK0.07 %0.00 %as of Mar 31, 2026 ↗
Sit Dividend Growth Fund SIT MUTUAL FUNDS INC 2,3751.1M $0.47 %0.00 %as of Mar 31, 2026 ↗
Victory Cornerstone Aggressive Fund Victory Portfolios III 2,3611.1M $0.24 %0.00 %as of Feb 28, 2026 ↗
Leadershares Alphafactor US Core Equity ETF Two Roads Shared Trust 2,3581.1M $0.99 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 2,3461.1M $0.07 %0.00 %as of Feb 28, 2026 ↗
Applied Finance Valuation Large Cap ETF ETF Opportunities Trust 2,3251M $0.23 %0.00 %as of Mar 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 2,3001M $0.06 %0.00 %as of Mar 31, 2026 ↗
Putnam VT Core Equity Fund Putnam Variable Trust 2,2981M $0.63 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 2,2791M $0.06 %0.00 %as of Mar 31, 2026 ↗
Lord Abbett Global Equity Fund LORD ABBETT SECURITIES TRUST 2,2641.1M $0.27 %0.00 %as of Apr 30, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 2,220986.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
Sterling Capital Mid Cap Relative Value Fund Sterling Capital Funds 2,220986.6K $1.90 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST 2,2191.1M $0.15 %0.00 %as of Apr 30, 2026 ↗
Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST 2,210982.1K $0.07 %0.00 %as of Mar 31, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 2,182969.7K $0.07 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST 2,177967.5K $0.11 %0.00 %as of Mar 31, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 2,1571M $0.06 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust 2,1481M $0.23 %0.00 %as of Apr 30, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 2,120942.1K $0.04 %0.00 %as of Mar 31, 2026 ↗
O'Shaughnessy Market Leaders Value Fund Advisors Series Trust 2,1111M $0.36 %0.00 %as of Apr 30, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 2,107936.4K $0.32 %0.00 %as of Mar 31, 2026 ↗
State Farm Growth Fund Advisers Investment Trust 2,100933.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 2,099932.8K $0.32 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Goldman Sachs Variable Insurance Trust 2,088927.9K $0.27 %0.00 %as of Mar 31, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 2,068981.9K $0.06 %0.00 %as of Apr 30, 2026 ↗
Pathfinder Disciplined US Equity ETF RBB Fund Trust 2,065970.8K $0.94 %0.00 %as of Feb 28, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 2,050973.3K $0.08 %0.00 %as of Apr 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 2,049963.3K $0.16 %0.00 %as of Feb 28, 2026 ↗
VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 2,049910.6K $1.31 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 2,048910.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
VictoryShares WestEnd US Sector ETF Victory Portfolios II 2,024899.5K $0.11 %0.00 %as of Mar 31, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 2,016895.9K $0.20 %0.00 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 2,002950.5K $0.05 %0.00 %as of Apr 30, 2026 ↗
Skandia Nordamerika Exponering Skandia Fonder AB 2,0008.5M SEK0.09 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Mid-Cap Value Fund Prudential Investment Portfolios, Inc. 10 2,000949.6K $0.53 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 1,988943.9K $0.07 %0.00 %as of Apr 30, 2026 ↗
U.S. Socially Responsible Fund VALIC Co I 1,984932.7K $0.20 %0.00 %as of Feb 28, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 1,966873.7K $0.22 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes MDT Large Cap Core ETF Federated Hermes ETF Trust 1,940912K $1.48 %0.00 %as of Feb 28, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 1,939861.7K $0.07 %0.00 %as of Mar 31, 2026 ↗
Victory RS Mid Cap Growth Fund Victory Portfolios 1,930857.7K $1.38 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,912898.9K $0.08 %0.00 %as of Feb 28, 2026 ↗
Touchstone Strategic Trust-Touchstone Dynamic Large Cap Growth Fund Touchstone Strategic Trust 1,896842.6K $0.60 %0.00 %as of Mar 31, 2026 ↗
Growth Equity Index Fund GuideStone Funds 1,888839K $0.12 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Value ETF iShares Trust 1,887895.9K $0.07 %0.00 %as of Apr 30, 2026 ↗
iShares Paris-Aligned Climate Optimized MSCI USA ETF iShares Trust 1,872880.1K $0.04 %0.00 %as of Feb 28, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,860826.6K $0.06 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 60-tal Storebrand Asset Management AS 1,8487.8M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust 1,828859.4K $0.21 %0.00 %as of Feb 28, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,822809.7K $0.11 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 1,800854.6K $0.07 %0.00 %as of Apr 30, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 1,792796.4K $0.07 %0.00 %as of Mar 31, 2026 ↗
THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. 1,785793.3K $0.39 %0.00 %as of Mar 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 1,744775K $0.07 %0.00 %as of Mar 31, 2026 ↗
JNL/JPMorgan Hedged Equity Fund JNL Series Trust 1,728767.9K $0.10 %0.00 %as of Mar 31, 2026 ↗
KPA Blandfond Swedbank Robur Fonder AB 1,6867.1M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 1,670785.1K $0.06 %0.00 %as of Feb 28, 2026 ↗
Xtrackers MSCI USA Selection Equity ETF DBX ETF Trust 1,668784.2K $0.14 %0.00 %as of Feb 27, 2026 ↗
Applied Finance Dividend Fund World Funds Trust 1,650783.4K $2.56 %0.00 %as of Apr 30, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 1,645731K $0.07 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Research Market Neutral Fund JPMorgan Trust I 1,637777.2K $0.23 %0.00 %as of Apr 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 1,637727.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Equity Premium Yield ETF J.P. Morgan Exchange-Traded Fund Trust 1,632725.3K $0.69 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust 1,604712.8K $0.13 %0.00 %as of Mar 31, 2026 ↗
Transamerica Multi-Managed Balanced VP TRANSAMERICA SERIES TRUST 1,597709.7K $0.06 %0.00 %as of Mar 31, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 1,595757.3K $0.35 %0.00 %as of Apr 30, 2026 ↗
MML Sustainable Equity Fund MML SERIES INVESTMENT FUND 1,585704.4K $0.57 %0.00 %as of Mar 31, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 1,574740K $0.08 %0.00 %as of Feb 28, 2026 ↗
SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 1,573699K $0.05 %0.00 %as of Mar 31, 2026 ↗
M Large Cap Value Fund M FUND INC 1,570697.7K $0.36 %0.00 %as of Mar 31, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 1,544733.1K $0.07 %0.00 %as of Apr 30, 2026 ↗
PRAXIS VALUE INDEX FUND Praxis Mutual Funds 1,540684.4K $0.13 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 1,539730.7K $0.18 %0.00 %as of Apr 30, 2026 ↗
Balanced Fund Meeder Funds 1,539683.9K $0.15 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 1,538730.2K $0.03 %0.00 %as of Apr 30, 2026 ↗
Nordea Stratega 70 Nordea Funds Ab 1,5346.4M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 1,524716.5K $0.23 %0.00 %as of Feb 28, 2026 ↗
Pacer Lunt Large Cap Multi-Factor Alternator ETF Pacer Funds Trust 1,518720.7K $0.31 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 1,518713.6K $0.03 %0.00 %as of Feb 28, 2026 ↗
1290 SmartBeta Equity Fund 1290 Funds 1,500712.2K $0.26 %0.00 %as of Apr 30, 2026 ↗
Nuveen Flexible Income Fund Nuveen Investment Trust V 1,500705.2K $0.08 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Quality ETF American Century ETF Trust 1,483697.2K $0.36 %0.00 %as of Feb 28, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 1,476655.9K $0.05 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,476655.9K $0.06 %0.00 %as of Mar 31, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 1,474693K $0.09 %0.00 %as of Feb 28, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,472698.9K $0.18 %0.00 %as of Apr 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,470653.3K $0.09 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 1,469652.8K $0.04 %0.00 %as of Mar 31, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 1,459648.4K $0.07 %0.00 %as of Mar 31, 2026 ↗
BlackRock Sustainable Aware Advantage Large Cap Core Fund BlackRock Funds 1,453683.1K $0.07 %0.00 %as of Feb 28, 2026 ↗
Buffalo Blue Chip Growth Fund Buffalo Funds 1,450644.4K $0.41 %0.00 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 1,430635.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 1,429635K $0.10 %0.00 %as of Mar 31, 2026 ↗
AZL Fidelity Institutional Asset Management Multi-Strategy Fund Allianz Variable Insurance Products Trust 1,411627K $0.05 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 1,408661.9K $0.48 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust 1,401658.6K $0.17 %0.00 %as of Feb 28, 2026 ↗
Large Company Growth Portfolio Wilshire Mutual Funds Inc 1,400622.2K $0.25 %0.00 %as of Mar 31, 2026 ↗
Cromwell Long Short Fund Total Fund Solution 1,376611.5K $0.72 %0.00 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust 1,364647.6K $0.53 %0.00 %as of Apr 30, 2026 ↗

Download this table: CSV, JSON

Report an error

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