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
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 1,354601.7K $0.07 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 1,341595.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
Nordea Stratega 35 Nordea Funds Ab 1,3085.5M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 1,304579.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
The Gabelli Asset Fund Gabelli Asset Fund 1,300577.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
Growth Fund VALIC Co I 1,297609.7K $0.03 %0.00 %as of Feb 28, 2026 ↗
JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust 1,296575.9K $0.16 %0.00 %as of Mar 31, 2026 ↗
AQR MS Fusion HV Fund AQR Funds 1,293574.6K $0.98 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes MDT Market Neutral ETF Federated Hermes ETF Trust 1,292574.2K $0.70 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc 1,281608.2K $0.08 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Equity and Options Total Return ETF J.P. Morgan Exchange-Traded Fund Trust 1,274604.9K $0.70 %0.00 %as of Apr 30, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,261560.4K $0.07 %0.00 %as of Mar 31, 2026 ↗
PIMCO Dividend and Income Fund PIMCO Equity Series 1,257558.6K $0.21 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 1,250555.5K $0.11 %0.00 %as of Mar 31, 2026 ↗
Amplify Cash Flow Dividend Leaders ETF Amplify ETF Trust 1,249555.1K $1.83 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1,248554.6K $0.06 %0.00 %as of Mar 31, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Investment Program 1,232547.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
iShares Global Equity Factor ETF iShares Trust 1,211575K $0.29 %0.00 %as of Apr 30, 2026 ↗
ProShares Large Cap Core Plus ProShares Trust 1,200564.1K $0.12 %0.00 %as of Feb 28, 2026 ↗
AQR Trend Total Return Fund AQR Funds 1,194530.6K $0.26 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 1,192560.4K $0.19 %0.00 %as of Feb 28, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 1,192529.7K $0.07 %0.00 %as of Mar 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 1,183525.7K $0.09 %0.00 %as of Mar 31, 2026 ↗
Franklin Systematic Style Premia ETF Franklin Templeton ETF Trust 1,175522.2K $0.08 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 1,153542K $0.11 %0.00 %as of Feb 28, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 1,152541.6K $0.06 %0.00 %as of Feb 28, 2026 ↗
Sit Balanced Fund SIT MUTUAL FUNDS INC 1,150511.1K $0.71 %0.00 %as of Mar 31, 2026 ↗
American Century U.S. Quality Value ETF American Century ETF Trust 1,123527.9K $0.15 %0.00 %as of Feb 28, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 1,122498.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
Nordea Stratega 50 Nordea Funds Ab 1,1194.7M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P 500 ETF iShares Trust 1,118496.8K $0.08 %0.00 %as of Mar 31, 2026 ↗
Destinations Large Cap Equity Fund Brinker Capital Destinations Trust 1,116524.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc 1,112528K $0.07 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 1,103523.7K $0.04 %0.00 %as of Apr 30, 2026 ↗
Janus Henderson Mid Cap Growth Alpha ETF Janus Detroit Street Trust 1,083514.2K $2.82 %0.00 %as of Apr 30, 2026 ↗
Victory Global Equity Income Fund Victory Portfolios III 1,081508.2K $0.64 %0.00 %as of Feb 28, 2026 ↗
Penn Series Mid Core Value Fund Penn Series Funds Inc 1,074477.3K $0.74 %0.00 %as of Mar 31, 2026 ↗
Victory Target Managed Allocation Fund Victory Portfolios III 1,061498.8K $0.22 %0.00 %as of Feb 28, 2026 ↗
Global Atlantic BlackRock Disciplined Core Portfolio Forethought Variable Insurance Trust 1,035460K $0.07 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 Concentrated QVM ETF Invesco Exchange-Traded Fund Trust II 1,026482.3K $0.38 %0.00 %as of Feb 28, 2026 ↗
Optimize Strategy Index ETF Advisor Managed Portfolios 1,024455.1K $0.22 %0.00 %as of Mar 31, 2026 ↗
JNL/Morningstar SMID Moat Focus Index Fund JNL Series Trust 1,021453.7K $0.63 %0.00 %as of Mar 31, 2026 ↗
MML Equity Index Fund MML SERIES INVESTMENT FUND 1,020453.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
1290 VT SmartBeta Equity ESG Portfolio EQ Advisors Trust 1,000444.4K $0.13 %0.00 %as of Mar 31, 2026 ↗
Skandia Balanserad Skandia Fonder AB 9894.2M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 985437.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
Hedged Equity Portfolio PACIFIC SELECT FUND 983436.8K $0.10 %0.00 %as of Mar 31, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 966429.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Growth Fund BlackRock Funds 964453.2K $0.03 %0.00 %as of Feb 27, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 955424.4K $0.07 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 949446.1K $0.06 %0.00 %as of Feb 28, 2026 ↗
Destinations Shelter Fund Brinker Capital Destinations Trust 940441.9K $0.48 %0.00 %as of Feb 28, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 920432.5K $0.06 %0.00 %as of Feb 28, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 915406.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 910427.8K $0.17 %0.00 %as of Feb 28, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 906402.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
NYLI Candriam U.S. Large Cap Equity ETF New York Life Investments ETF Trust 902428.3K $0.14 %0.00 %as of Apr 30, 2026 ↗
LSV Conservative Value Equity Fund ADVISORS' INNER CIRCLE FUND 900427.3K $0.27 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MID CAP GROWTH FUND Thrivent Mutual Funds 897425.9K $1.31 %0.00 %as of Apr 30, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 894397.3K $0.05 %0.00 %as of Mar 31, 2026 ↗
U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES 893396.8K $0.41 %0.00 %as of Mar 31, 2026 ↗
BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust 870386.6K $0.38 %0.00 %as of Mar 31, 2026 ↗
BlackRock Balanced Portfolio BlackRock Series Fund, Inc. 869386.2K $0.08 %0.00 %as of Mar 31, 2026 ↗
Copeland Dividend Growth Fund Copeland Trust 868408.1K $1.50 %0.00 %as of Feb 28, 2026 ↗
Asset Allocation Fund VALIC Co I 867407.6K $0.28 %0.00 %as of Feb 28, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 8603.6M SEK0.09 %0.00 %as of Mar 31, 2026 ↗
PriorNilsson Globala Utdelare Prior & Nilsson Fond- och Kapitalförvaltning Aktiebolag 8603.6M SEK1.80 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST 850377.7K $0.14 %0.00 %as of Mar 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 840398.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 840398.8K $0.06 %0.00 %as of Apr 30, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 837393.5K $0.05 %0.00 %as of Feb 27, 2026 ↗
Lysa Global Equity Focus Lysa Fonder AB 8343.5M SEK0.06 %0.00 %as of Mar 31, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 831390.7K $0.07 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust 821386K $0.18 %0.00 %as of Feb 28, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 819364K $0.07 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 80-tal Storebrand Asset Management AS 8173.5M SEK0.05 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB 8073.4M SEK0.12 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 802356.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
AB All Market Total Return Portfolio AB PORTFOLIOS 801376.6K $0.09 %0.00 %as of Feb 28, 2026 ↗
MFS Blended Research Core Equity ETF MFS Active Exchange Traded Funds Trust 799375.6K $1.23 %0.00 %as of Feb 28, 2026 ↗
1290 VT Socially Responsible Portfolio EQ Advisors Trust 790351.1K $0.14 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI Global Quality Factor ETF iShares Trust 775364.3K $0.16 %0.00 %as of Feb 28, 2026 ↗
Nuveen Life Large Cap Responsible Equity Fund TIAA-CREF Life Funds 742329.7K $0.33 %0.00 %as of Mar 31, 2026 ↗
Victory Cornerstone Moderately Conservative Fund Victory Portfolios III 736346K $0.18 %0.00 %as of Feb 28, 2026 ↗
Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB 7303.1M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 7243.1M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 716318.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 707314.2K $0.38 %0.00 %as of Mar 31, 2026 ↗
Conservative Allocation Fund Meeder Funds 703312.4K $0.19 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Fundamental Data Science Large Value ETF J.P. Morgan Exchange-Traded Fund Trust 701311.5K $0.33 %0.00 %as of Mar 31, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 6993M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 694308.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 693308K $0.02 %0.00 %as of Mar 31, 2026 ↗
BlackRock Strategic Income Opportunities Portfolio BlackRock Funds V 682303.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
Sustainable Equity Fund RUSSELL INVESTMENT CO 678321.9K $0.12 %0.00 %as of Apr 30, 2026 ↗
First Trust Capital Strength Hedged Equity Portfolio First Trust Variable Insurance Trust 677300.9K $1.76 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 6702.8M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Allspring Disciplined Large Cap Portfolio ALLSPRING MASTER TRUST 668317.2K $0.09 %0.00 %as of Apr 30, 2026 ↗
DWS Global Income Builder VIP DEUTSCHE DWS VARIABLE SERIES II 665295.5K $0.26 %0.00 %as of Mar 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 658292.4K $0.02 %0.00 %as of Mar 31, 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