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
Global Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 1,197549.1K $0.84 %0.00 %as of Jun 30, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 1,192546.8K $0.06 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 1,188648.5K $0.01 %0.00 %as of Jul 31, 2026 ↗
First Trust Bloomberg Shareholder Yield ETF First Trust Exchange-Traded Fund VI 1,177540K $3.61 %0.00 %as of Jun 30, 2026 ↗
Brookstone Value Stock ETF Northern Lights Fund Trust IV 1,166519.7K $0.51 %0.00 %as of May 31, 2026 ↗
JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust 1,152528.5K $0.13 %0.00 %as of Jun 30, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 1,152513.5K $0.06 %0.00 %as of May 31, 2026 ↗
Sit Balanced Fund SIT MUTUAL FUNDS INC 1,150527.6K $0.68 %0.00 %as of Jun 30, 2026 ↗
Putnam VT Core Equity Fund Putnam Variable Trust 1,148526.7K $0.30 %0.00 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 1,142623.3K $0.01 %0.00 %as of Jul 31, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 1,141523.4K $0.06 %0.00 %as of Jun 30, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 1,136506.3K $0.17 %0.00 %as of May 31, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 1,128502.8K $0.09 %0.00 %as of May 31, 2026 ↗
Nordea Stratega 50 Nordea Funds Ab 1,1194.7M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Destinations Large Cap Equity Fund Brinker Capital Destinations Trust 1,116497.4K $0.01 %0.00 %as of May 31, 2026 ↗
AQR MS Fusion HV Fund AQR Funds 1,095502.3K $0.72 %0.00 %as of Jun 30, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 1,093487.2K $0.06 %0.00 %as of May 31, 2026 ↗
Leatherback Long/short Alternative Yield ETF Tidal Trust I 1,083482.7K $2.74 %0.00 %as of May 31, 2026 ↗
Victory Global Equity Income Fund Victory Portfolios III 1,081481.8K $0.60 %0.00 %as of May 31, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 1,035474.8K $0.04 %0.00 %as of Jun 30, 2026 ↗
Optimize Strategy Index ETF Advisor Managed Portfolios 1,021468.4K $0.16 %0.00 %as of Jun 30, 2026 ↗
MML VIP BlackRock(R) Equity Index Fund MML SERIES INVESTMENT FUND 1,020467.9K $0.07 %0.00 %as of Jun 30, 2026 ↗
Growth Fund VALIC Co I 1,015452.4K $0.03 %0.00 %as of May 31, 2026 ↗
Invesco S&P 500 Concentrated QVM ETF Invesco Exchange-Traded Fund Trust II 1,014451.9K $0.34 %0.00 %as of May 31, 2026 ↗
iShares ESG Select Screened S&P 500 ETF iShares Trust 1,010463.3K $0.07 %0.00 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 1,002459.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
1290 VT SmartBeta Equity ESG Portfolio EQ Advisors Trust 1,000458.8K $0.13 %0.00 %as of Jun 30, 2026 ↗
Cromwell Long Short Fund Total Fund Solution 995456.5K $0.49 %0.00 %as of Jun 30, 2026 ↗
Skandia Balanserad Skandia Fonder AB 9894.2M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Conservative Allocation Fund Meeder Funds 968444.1K $0.26 %0.00 %as of Jun 30, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 965442.7K $0.06 %0.00 %as of Jun 30, 2026 ↗
Destinations Shelter Fund Brinker Capital Destinations Trust 940419K $0.45 %0.00 %as of May 31, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 929426.2K $0.07 %0.00 %as of Jun 30, 2026 ↗
U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES 914419.3K $0.38 %0.00 %as of Jun 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 910405.6K $0.15 %0.00 %as of May 31, 2026 ↗
NYLIM Candriam U.S. Large Cap Equity ETF NYLIM ETF Trust 905494K $0.15 %0.00 %as of Jul 31, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 905415.2K $0.05 %0.00 %as of Jun 30, 2026 ↗
LSV Conservative Value Equity Fund ADVISORS' INNER CIRCLE FUND 900491.3K $0.28 %0.00 %as of Jul 31, 2026 ↗
LSV Global Value Fund ADVISORS' INNER CIRCLE FUND 900491.3K $0.43 %0.00 %as of Jul 31, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 900401.1K $0.06 %0.00 %as of May 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST 897411.5K $0.13 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust 887395.3K $0.19 %0.00 %as of May 31, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 882393.1K $0.06 %0.00 %as of May 31, 2026 ↗
American Century U.S. Quality Value ETF American Century ETF Trust 880392.2K $0.11 %0.00 %as of May 31, 2026 ↗
BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust 870399.1K $0.36 %0.00 %as of Jun 30, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 867397.7K $0.06 %0.00 %as of Jun 30, 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 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 853380.2K $0.05 %0.00 %as of May 29, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 852390.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
iShares MSCI Global Quality Factor ETF iShares Trust 846377.1K $0.15 %0.00 %as of May 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 840458.5K $0.07 %0.00 %as of Jul 31, 2026 ↗
Lysa Global Equity Focus Lysa Fonder AB 8343.5M SEK0.06 %0.00 %as of Mar 31, 2026 ↗
Janus Henderson Mid Cap Growth Alpha ETF Janus Detroit Street Trust 830453K $1.92 %0.00 %as of Jul 31, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 824378K $0.04 %0.00 %as of Jun 30, 2026 ↗
SPP Generation 80-tal Storebrand Asset Management AS 8173.5M SEK0.05 %0.00 %as of Mar 31, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 817374.8K $0.10 %0.00 %as of Jun 30, 2026 ↗
Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB 8073.4M SEK0.12 %0.00 %as of Mar 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 807370.2K $0.36 %0.00 %as of Jun 30, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 800367K $0.02 %0.00 %as of Jun 30, 2026 ↗
MFS Blended Research Core Equity ETF MFS Active Exchange Traded Funds Trust 799356.1K $1.07 %0.00 %as of May 31, 2026 ↗
ALPS Equal Sector Weight ETF ALPS ETF TRUST 790352.1K $0.03 %0.00 %as of May 31, 2026 ↗
First Trust Capital Strength Hedged Equity Portfolio First Trust Variable Insurance Trust 775355.5K $2.06 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MID CAP GROWTH FUND Thrivent Mutual Funds 771420.8K $1.27 %0.00 %as of Jul 31, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 771353.7K $0.06 %0.00 %as of Jun 30, 2026 ↗
1290 VT Socially Responsible Portfolio EQ Advisors Trust 770353.2K $0.12 %0.00 %as of Jun 30, 2026 ↗
Victory Target Managed Allocation Fund Victory Portfolios III 766341.4K $0.20 %0.00 %as of May 31, 2026 ↗
Value Equity Index Fund GuideStone Funds 765351K $0.06 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 748343.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Victory Cornerstone Moderately Conservative Fund Victory Portfolios III 736328K $0.16 %0.00 %as of May 31, 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 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 718329.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 709316K $0.06 %0.00 %as of May 31, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 709316K $0.05 %0.00 %as of May 31, 2026 ↗
Nuveen Life Large Cap Responsible Equity Fund TIAA-CREF Life Funds 708324.8K $0.29 %0.00 %as of Jun 30, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 706323.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 702322K $0.05 %0.00 %as of Jun 30, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 6993M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Fundamental Data Science Large Value ETF J.P. Morgan Exchange-Traded Fund Trust 692317.5K $0.30 %0.00 %as of Jun 30, 2026 ↗
ONEASCENT LARGE CAP CORE ETF Unified Series Trust 687306.2K $0.13 %0.00 %as of May 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 683313.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
Sustainable Equity Fund RUSSELL INVESTMENT CO 678370.1K $0.14 %0.00 %as of Jul 31, 2026 ↗
Global Allocation Fund Meeder Funds 676310.1K $0.72 %0.00 %as of Jun 30, 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 668364.6K $0.10 %0.00 %as of Jul 31, 2026 ↗
T. Rowe Price Integrated U.S. Large-Cap Value Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 640293.6K $0.35 %0.00 %as of Jun 30, 2026 ↗
DWS Global Income Builder VIP DEUTSCHE DWS VARIABLE SERIES II 633290.4K $0.25 %0.00 %as of Jun 30, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 627342.2K $0.06 %0.00 %as of Jul 31, 2026 ↗
iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust 615335.7K $0.03 %0.00 %as of Jul 31, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 613334.6K $0.01 %0.00 %as of Jul 31, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 610271.9K $0.10 %0.00 %as of May 31, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 606278K $0.02 %0.00 %as of Jun 30, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 601267.9K $0.04 %0.00 %as of May 31, 2026 ↗
Equity Income Portfolio GLENMEDE FUND INC 586319.9K $2.32 %0.00 %as of Jul 31, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 577264.7K $0.05 %0.00 %as of Jun 30, 2026 ↗
GMO Implementation Fund GMO TRUST 571254.5K $0.01 %0.00 %as of May 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 551252.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 551245.6K $0.03 %0.00 %as of May 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 550252.3K $0.09 %0.00 %as of Jun 30, 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
Cite this page

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