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
Moderate Allocation Fund Meeder Funds 653290.2K $0.16 %0.00 %as of Mar 31, 2026 ↗
ONEASCENT LARGE CAP CORE ETF Unified Series Trust 648304.6K $0.15 %0.00 %as of Feb 28, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 644302.8K $0.11 %0.00 %as of Feb 28, 2026 ↗
U.S. Quality ESG Fund Northern Funds 644286.2K $0.09 %0.00 %as of Mar 31, 2026 ↗
Global Allocation Fund Meeder Funds 639284K $0.75 %0.00 %as of Mar 31, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 617292.9K $0.10 %0.00 %as of Apr 30, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 616273.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
LSV Global Value Fund ADVISORS' INNER CIRCLE FUND 600284.9K $0.27 %0.00 %as of Apr 30, 2026 ↗
iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust 597283.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
Equity Income Portfolio GLENMEDE FUND INC 587278.7K $2.13 %0.00 %as of Apr 30, 2026 ↗
Amplify COWS Covered Call ETF Amplify ETF Trust 575255.5K $1.76 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 565251.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 551244.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
GMO U.S. Opportunistic Value Fund GMO TRUST 544255.7K $0.08 %0.00 %as of Feb 28, 2026 ↗
US Vegan Climate ETF ETF Series Solutions 526249.7K $0.16 %0.00 %as of Apr 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 516245K $0.07 %0.00 %as of Apr 30, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 516242.6K $0.08 %0.00 %as of Feb 28, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 516242.6K $0.03 %0.00 %as of Feb 28, 2026 ↗
Avanza USA Avanza Fonder AB 5152.2M SEK0.08 %0.00 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 514244K $0.05 %0.00 %as of Apr 30, 2026 ↗
Venerable World Equity Fund Venerable Variable Insurance Trust 513228K $0.02 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB 5122.2M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Spectrum Fund Meeder Funds 509226.2K $0.09 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 506240.2K $0.07 %0.00 %as of Apr 30, 2026 ↗
State Farm Balanced Fund Advisers Investment Trust 500222.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 497220.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 491233.1K $0.08 %0.00 %as of Apr 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 485215.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 478212.4K $0.09 %0.00 %as of Mar 31, 2026 ↗
First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII 472221.9K $0.05 %0.00 %as of Feb 28, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 471221.4K $0.03 %0.00 %as of Feb 28, 2026 ↗
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 468208K $0.06 %0.00 %as of Mar 31, 2026 ↗
American Conservative Values ETF ETF Opportunities Trust 458217.5K $0.15 %0.00 %as of Apr 30, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 442196.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 436193.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 435206.5K $0.05 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS 433192.4K $0.12 %0.00 %as of Mar 31, 2026 ↗
Voya Balanced Income Portfolio Voya Investors Trust 427189.8K $0.07 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust 425199.8K $0.07 %0.00 %as of Feb 27, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 422187.5K $0.07 %0.00 %as of Mar 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 420186.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
AQR LSE Fusion Fund AQR Funds 417185.3K $0.97 %0.00 %as of Mar 31, 2026 ↗
ProShares Equities for Rising Rates ETF ProShares Trust 415195.1K $1.78 %0.00 %as of Feb 28, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 413183.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 395185.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 395175.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 383181.8K $0.07 %0.00 %as of Apr 30, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 378168K $0.05 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 366162.7K $0.06 %0.00 %as of Mar 31, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 343152.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Core Portfolio BlackRock Series Fund, Inc. 338150.2K $0.07 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP FINANCIALS ProFunds 335148.9K $0.57 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB 3341.4M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. 333148K $0.11 %0.00 %as of Mar 31, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 330146.7K $0.15 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 327153.7K $0.07 %0.00 %as of Feb 27, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 326154.8K $0.05 %0.00 %as of Apr 30, 2026 ↗
AQR Global Equity Fund AQR Funds 326144.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 326144.9K $0.08 %0.00 %as of Mar 31, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 324153.8K $0.03 %0.00 %as of Apr 30, 2026 ↗
LargeCap Growth Account I Principal Variable Contract Funds, Inc 323143.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Large-Cap Value Fund Prudential Investment Portfolios 3 320150.4K $0.06 %0.00 %as of Feb 27, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 316140.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
Defiance Large Cap Ex-mag 7 ETF Tidal Trust II 312146.7K $0.10 %0.00 %as of Feb 28, 2026 ↗
BlackRock Advantage Large Cap Core V.I. Fund BlackRock Variable Series Funds, Inc. 312138.7K $0.07 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 306145.3K $0.06 %0.00 %as of Apr 30, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 304135.1K $0.07 %0.00 %as of Mar 31, 2026 ↗
Nomura VIP Total Return Series Delaware VIP Trust 301133.8K $0.38 %0.00 %as of Mar 31, 2026 ↗
Fidelity Fundamental Large Cap Value ETF Fidelity Covington Trust 294139.6K $0.80 %0.00 %as of Apr 30, 2026 ↗
Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III 292138.6K $0.10 %0.00 %as of Apr 30, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 292129.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Invesco Global Equity Net Zero ETF Invesco Actively Managed Exchange-Traded Fund Trust 290137.7K $0.08 %0.00 %as of Apr 30, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 279132.5K $0.05 %0.00 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 275130.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
PSF Global Portfolio Prudential Series Fund 275122.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Horizon Dividend Income ETF Horizon Funds 274128.8K $0.09 %0.00 %as of Feb 28, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 273121.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST 270120K $0.23 %0.00 %as of Mar 31, 2026 ↗
Horizon Equity Premium Income Fund Horizon Funds 266125.1K $0.08 %0.00 %as of Feb 28, 2026 ↗
Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 261122.7K $0.06 %0.00 %as of Feb 28, 2026 ↗
Nova Fund Rydex Series Funds 259115.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 252112K $0.01 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 251111.5K $0.06 %0.00 %as of Mar 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 247109.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
CYBER HORNET S&P 500 Index Funds 245108.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
GMO Implementation Fund GMO TRUST 243114.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 243108K $0.03 %0.00 %as of Mar 31, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 240112.8K $0.12 %0.00 %as of Feb 28, 2026 ↗
SA Goldman Sachs Multi-Asset Insights Portfolio SUNAMERICA SERIES TRUST 236112.1K $0.21 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. 232103.1K $0.82 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB 224948.3K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 224105.3K $0.08 %0.00 %as of Feb 28, 2026 ↗
JPMorgan Fundamental Data Science Large Core ETF J.P. Morgan Exchange-Traded Fund Trust 22399.1K $0.70 %0.00 %as of Mar 31, 2026 ↗
Handelsbanken Global Index Core Handelsbanken Fonder AB 211893.3K SEK0.05 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. 20998.3K $0.01 %0.00 %as of Feb 27, 2026 ↗
Gotham Index Plus Fund FundVantage Trust 20892.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Keeley Dividend ETF Gabelli ETFs Trust 20892.4K $1.22 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Fund Rydex Series Funds 20490.7K $0.07 %0.00 %as of Mar 31, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 20390.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 20189.3K $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