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
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 19792.6K $0.04 %0.00 %as of Feb 28, 2026 ↗
AQR MS Fusion Fund AQR Funds 19586.7K $0.41 %0.00 %as of Mar 31, 2026 ↗
SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust 19385.8K $0.14 %0.00 %as of Mar 31, 2026 ↗
ULTRABULL PROFUND ProFunds 19291.2K $0.05 %0.00 %as of Apr 30, 2026 ↗
Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I 19084.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 18386.9K $0.05 %0.00 %as of Apr 30, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 18381.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 18280.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 50-tal Storebrand Asset Management AS 174736.6K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. 17276.4K $0.13 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 17075.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 17075.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 16372.4K $0.08 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 16076K $0.07 %0.00 %as of Apr 30, 2026 ↗
Nordea Stratega 15 Nordea Funds Ab 158662.9K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Green Century Balanced Fund GREEN CENTURY FUNDS 15573.6K $0.02 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 15271.5K $0.13 %0.00 %as of Feb 28, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 15066.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Northern Trust US Equity ETF Northern Funds 15066.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Lazard Retirement Global Dynamic Multi-Asset Portfolio LAZARD RETIREMENT SERIES INC 14966.2K $0.37 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI ESG U.S. ETF PIMCO Equity Series 14664.9K $0.05 %0.00 %as of Mar 31, 2026 ↗
MML Managed Volatility Fund MML SERIES INVESTMENT FUND 14062.2K $0.07 %0.00 %as of Mar 31, 2026 ↗
Transamerica Large Core ESG TRANSAMERICA FUNDS 13865.5K $0.04 %0.00 %as of Apr 30, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 13861.3K $0.22 %0.00 %as of Mar 31, 2026 ↗
Praxis Impact Large Cap Value ETF Praxis Funds 13861.3K $0.09 %0.00 %as of Mar 31, 2026 ↗
GMO U.S. Value ETF GMO ETF Trust 13663.9K $0.08 %0.00 %as of Feb 28, 2026 ↗
FT Vest Growth Strength & Target Income ETF First Trust Exchange-Traded Fund IV 13463.6K $2.13 %0.00 %as of Apr 30, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 13158.2K $0.05 %0.00 %as of Mar 31, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 12656K $0.06 %0.00 %as of Mar 31, 2026 ↗
LoCorr Strategic Allocation Fund LoCorr Investment Trust 12656K $0.06 %0.00 %as of Mar 31, 2026 ↗
Financial Services Fund Rydex Variable Trust 12455.1K $0.66 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 12357.8K $0.08 %0.00 %as of Feb 28, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 12153.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 11956.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 11755.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds 11651.6K $0.15 %0.00 %as of Mar 31, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 11450.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 11252.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
Financial Services Fund Rydex Series Funds 11048.9K $0.66 %0.00 %as of Mar 31, 2026 ↗
iShares S&P 500 ex S&P 100 ETF iShares Trust 11048.9K $0.26 %0.00 %as of Mar 31, 2026 ↗
Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III 10948.4K $0.11 %0.00 %as of Mar 31, 2026 ↗
Global Atlantic BlackRock Disciplined Growth Portfolio Forethought Variable Insurance Trust 10948.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 10449.4K $0.06 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 10348.9K $0.08 %0.00 %as of Apr 30, 2026 ↗
GMO Benchmark-Free Fund GMO TRUST 10248K $0.00 %0.00 %as of Feb 28, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 9341.3K $0.06 %0.00 %as of Mar 31, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 9240.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Fidelity Dynamic Buffered Equity ETF Fidelity Greenwood Street Trust 8841.8K $0.22 %0.00 %as of Apr 30, 2026 ↗
UBS U.S. Allocation Fund UBS INVESTMENT TRUST 8138.1K $0.02 %0.00 %as of Feb 28, 2026 ↗
SEB Global Exposure SEB Funds AB 77326K SEK0.05 %0.00 %as of Mar 31, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 7533.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST 7435.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 7334.7K $0.07 %0.00 %as of Apr 30, 2026 ↗
Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust 7131.6K $0.32 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 7033.2K $0.05 %0.00 %as of Apr 30, 2026 ↗
Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust 6729.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 6528.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 6329.6K $0.08 %0.00 %as of Feb 28, 2026 ↗
FINANCIALS ULTRASECTOR PROFUND ProFunds 6229.4K $0.45 %0.00 %as of Apr 30, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 6227.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
BULL PROFUND ProFunds 5827.5K $0.05 %0.00 %as of Apr 30, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 5727.1K $0.02 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP LARGE CAP VALUE ProFunds 5725.3K $0.16 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP BULL ProFunds 5524.4K $0.06 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 5424K $0.01 %0.00 %as of Mar 31, 2026 ↗
Overlay B Portfolio BERNSTEIN SANFORD C FUND INC 5323.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Xtrackers S&P Dividend Aristocrats Screened ETF DBX ETF Trust 5023.5K $0.43 %0.00 %as of Feb 27, 2026 ↗
Themes US Cash Flow Champions ETF Themes ETF Trust 5022.2K $0.71 %0.00 %as of Mar 31, 2026 ↗
JPMorgan U.S. Research Enhanced Large Cap ETF J.P. Morgan Exchange-Traded Fund Trust 5022.2K $0.07 %0.00 %as of Mar 31, 2026 ↗
NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust 5022.2K $0.10 %0.00 %as of Mar 31, 2026 ↗
NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust 4921.8K $0.08 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 40-tal Storebrand Asset Management AS 48203.2K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
iShares S&P 500 3% Capped ETF iShares Trust 4520K $0.08 %0.00 %as of Mar 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. 4319.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
Tax-Aware Overlay B Portfolio BERNSTEIN SANFORD C FUND INC 4218.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Invesco MSCI World SRI Index Fund AIM International Mutual Funds (Invesco International Mutual Funds) 3920.6K $0.31 %0.00 %as of Jan 31, 2026 ↗
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust 3816.9K $0.11 %0.00 %as of Mar 31, 2026 ↗
Gotham Enhanced S&P 500 Index Fund FundVantage Trust 3515.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 3415.1K $0.06 %0.00 %as of Mar 31, 2026 ↗
Nova Fund Rydex Variable Trust 3314.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
QRAFT AI-Enhanced U.S. Large Cap ETF Exchange Listed Funds Trust 3114.7K $0.10 %0.00 %as of Apr 30, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 3014.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. 3013.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
WisdomTree 500 Digital Fund WisdomTree Digital Trust 2912.9K $0.08 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 U.S. Market Leaders Top 50 ETF GLOBAL X FUNDS 2712.8K $0.78 %0.00 %as of Apr 30, 2026 ↗
The Frontier Economic Fund ETF Series Solutions 2612.2K $0.34 %0.00 %as of Feb 28, 2026 ↗
UBS GLOBAL ALLOCATION FUND UBS FUNDS 2511.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRABULL ProFunds 2310.2K $0.06 %0.00 %as of Mar 31, 2026 ↗
LARGE-CAP VALUE PROFUND ProFunds 188.5K $0.15 %0.00 %as of Apr 30, 2026 ↗
Sector Rotation Fund Meeder Funds 188K $0.02 %0.00 %as of Mar 31, 2026 ↗
MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp 188K $0.08 %0.00 %as of Mar 31, 2026 ↗
Value Equity Index Fund GuideStone Funds 177.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 156.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
Storebrand Global Developed Markets Storebrand Asset Management AS 1250.8K SEK0.05 %0.00 %as of Mar 31, 2026 ↗
RiverNorth Patriot ETF Elevation Series Trust 125.3K $0.14 %0.00 %as of Mar 31, 2026 ↗
Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust 115.2K $0.04 %0.00 %as of Apr 30, 2026 ↗
Vox Populi ETF Advisors Series Trust 94.3K $0.08 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 Christian Values ETF GLOBAL X FUNDS 83.8K $0.07 %0.00 %as of Apr 30, 2026 ↗
Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust 83.6K $0.05 %0.00 %as of Mar 31, 2026 ↗
Global X U.S. 500 ETF GLOBAL X FUNDS 62.8K $0.07 %0.00 %as of Feb 28, 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