Funds holding Ameriprise Financial Inc
927 funds declare a position · 237 ETFs and 690 other funds · 14.7B $· 2B SEK· 7.2M € · US03076C1062
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 48,620 | 22.9M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 102 | Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 47,746 | 22.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 103 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 47,413 | 22.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 104 | JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 46,444 | 22.1M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 105 | Avantis U.S. Equity ETF American Century ETF Trust | 45,844 | 21.6M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 106 | VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 45,600 | 20.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 107 | Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds | 44,213 | 21M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 108 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 43,820 | 19.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 109 | Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series | 43,810 | 20.8M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| 110 | MFS Blended Research Core Equity Fund MFS SERIES TRUST XI | 43,437 | 19.3M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| 111 | Invesco Large Cap Value ETF Invesco Exchange-Traded Fund Trust | 43,386 | 20.6M $ | 1.39 % | as of Apr 30, 2026 · Original filing |
| 112 | Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 43,031 | 20.2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 113 | Invesco S&P 500 GARP ETF Invesco Exchange-Traded Fund Trust | 42,823 | 20.3M $ | 0.92 % | as of Apr 30, 2026 · Original filing |
| 114 | Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 42,600 | 20M $ | 1.04 % | as of Feb 28, 2026 · Original filing |
| 115 | JPMorgan Hedged Equity Fund JPMorgan Trust I | 42,331 | 18.8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 116 | College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 41,930 | 18.6M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 117 | LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 41,617 | 18.5M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| 118 | Goldman Sachs Large Cap Growth Insights Fund Goldman Sachs Trust | 40,126 | 19.1M $ | 1.15 % | as of Apr 30, 2026 · Original filing |
| 119 | Putnam Core Equity Fund Putnam Funds Trust | 40,040 | 19M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 120 | CIBC ATLAS MID CAP EQUITY FUND ADVISORS' INNER CIRCLE FUND | 39,470 | 18.7M $ | 2.80 % | as of Apr 30, 2026 · Original filing |
| 121 | AQR Equity Market Neutral Fund AQR Funds | 39,352 | 17.5M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 122 | Value Fund American Century Capital Portfolios, Inc. | 38,984 | 17.3M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| 123 | Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 38,800 | 18.4M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| 124 | T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 38,780 | 17.2M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| 125 | Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 38,477 | 18.3M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| 126 | THRIVENT MID CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. | 36,437 | 16.2M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| 127 | Large Cap Equity Fund American Century Mutual Funds, Inc. | 36,323 | 17.2M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| 128 | WisdomTree U.S. Value Fund WisdomTree Trust | 35,940 | 16M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 129 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 33,896 | 16.1M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 130 | State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 33,144 | 14.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 131 | Column Mid Cap Select Fund Trust for Professional Managers | 33,026 | 15.5M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| 132 | MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 31,500 | 14M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 133 | Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 31,447 | 14M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 134 | Schwab 1000 Index Fund SCHWAB INVESTMENTS | 29,239 | 13.9M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 135 | JPMorgan Equity Premium Income Fund JPMorgan Trust IV | 29,211 | 13M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 136 | VIP Index 500 Portfolio Variable Insurance Products Fund II | 28,815 | 12.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 137 | Global Concentrated Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 28,686 | 12.7M $ | 3.51 % | as of Mar 31, 2026 · Original filing |
| 138 | VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 28,105 | 12.5M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| 139 | iShares MSCI ACWI ETF iShares Trust | 28,038 | 13.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 140 | AQR Style Premia Alternative Fund AQR Funds | 27,989 | 12.4M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 141 | Stock Index Fund Northern Funds | 27,445 | 12.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 142 | U.S. Large Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 27,328 | 13M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 143 | iShares U.S. Financial Services ETF iShares Trust | 27,273 | 12.9M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| 144 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 27,003 | 12.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 145 | Aristotle Value Equity Fund Aristotle Fund Series Trust | 27,000 | 12M $ | 2.49 % | as of Mar 31, 2026 · Original filing |
| 146 | Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 26,809 | 12.6M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 147 | JNL/Mellon S&P 500 Index Fund JNL Series Trust | 26,294 | 11.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 148 | Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series | 25,884 | 11.5M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| 149 | Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 25,344 | 12M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 150 | iShares Russell 3000 ETF iShares Trust | 25,190 | 11.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 151 | FlexShares Quality Dividend Index Fund FlexShares Trust | 24,750 | 11.8M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| 152 | Applied Finance Select Fund World Funds Trust | 24,638 | 11.7M $ | 1.77 % | as of Apr 30, 2026 · Original filing |
| 153 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 24,389 | 11.6M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| 154 | Victory Growth & Income Fund Victory Portfolios III | 23,987 | 11.4M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| 155 | LargeCap Growth Fund I Principal Funds, Inc | 23,845 | 11.3M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 156 | Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 23,600 | 11.2M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| 157 | Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust | 23,319 | 11M $ | 1.08 % | as of Feb 28, 2026 · Original filing |
| 158 | Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 23,119 | 11M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 159 | EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 23,063 | 10.2M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 160 | Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 22,989 | 10.2M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 161 | MFS Equity Income Fund MFS SERIES TRUST VII | 22,915 | 10.9M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| 162 | DIVERSIFIED VALUE PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 22,780 | 10.1M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 163 | Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 22,565 | 10.7M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 164 | iShares Morningstar Mid-Cap Growth ETF iShares Trust | 22,291 | 10.6M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 165 | JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I | 21,831 | 9.7M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 166 | Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I | 21,647 | 10.2M $ | 0.61 % | as of Feb 28, 2026 · Original filing |
| 167 | Victory 500 Index Fund Victory Portfolios III | 21,584 | 10.2M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 168 | VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 21,313 | 10M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 169 | College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 21,114 | 9.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 170 | U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 20,869 | 9.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 171 | US Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 20,861 | 9.3M $ | 2.43 % | as of Mar 31, 2026 · Original filing |
| 172 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 20,809 | 9.9M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 173 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 20,747 | 9.8M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 174 | Nuveen S&P 500 Index Fund TIAA-CREF Funds | 20,721 | 9.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 175 | EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 20,430 | 9.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 176 | JPMorgan Equity Index Fund JPMorgan Trust II | 20,173 | 9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 177 | LVIP American Century Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 20,063 | 8.9M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| 178 | Cambria Shareholder Yield ETF Cambria ETF Trust | 19,938 | 9.5M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| 179 | Mid Cap Strategic Growth Fund VALIC Co I | 19,856 | 9.3M $ | 0.86 % | as of Feb 28, 2026 · Original filing |
| 180 | Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 19,542 | 8.7M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 181 | iShares Russell 1000 Value ETF iShares Trust | 19,500 | 8.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 182 | LargeCap S&P 500 Index Fund Principal Funds, Inc | 19,226 | 9.1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 183 | Bridge Builder Large Cap Value Fund Bridge Builder Trust | 19,095 | 8.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 184 | LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 19,042 | 8.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 185 | EQ/Equity 500 Index Portfolio EQ Advisors Trust | 18,911 | 8.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 186 | Aristotle Core Equity Fund Aristotle Fund Series Trust | 18,889 | 8.4M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| 187 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 18,682 | 8.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 188 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 18,637 | 8.8M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 189 | Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB | 18,456 | 78.1M SEK | 0.06 % | as of Mar 31, 2026 · Original filing |
| 190 | 500 Index Trust John Hancock Variable Insurance Trust | 18,258 | 8.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 191 | Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 17,485 | 8.3M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 192 | Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 17,467 | 8.3M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| 193 | Swedbank Robur Transfer 60 Swedbank Robur Fonder AB | 17,143 | 72.6M SEK | 0.16 % | as of Mar 31, 2026 · Original filing |
| 194 | NYLIM VP Dimensional U.S. Equity Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 17,013 | 7.6M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| 195 | First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III | 16,791 | 8M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 196 | Federated Hermes MDT Large Cap Growth ETF Federated Hermes ETF Trust | 16,710 | 7.9M $ | 1.96 % | as of Feb 28, 2026 · Original filing |
| 197 | Handelsbanken Global Index Criteria Handelsbanken Fonder AB | 16,709 | 70.7M SEK | 0.05 % | as of Mar 31, 2026 · Original filing |
| 198 | JNL/Mellon Financial Sector Fund JNL Series Trust | 16,562 | 7.4M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 199 | Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 16,350 | 7.8M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 200 | iShares Russell Mid-Cap Index Fund BlackRock Funds | 16,086 | 7.6M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
Institutional managers
1367 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 8,625,947 | 3.8B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 4,592,587 | 2B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,873,671 | 1.3B $ | as of Mar 31, 2026 |
| Aristotle Capital Management, LLC | 2,211,677 | 982.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,009,741 | 893.1M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 1,499,080 | 666.2M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,475,334 | 653M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,459,750 | 648.7M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,460,263 | 640.2M $ | as of Mar 31, 2026 |
| FMR LLC | 1,222,966 | 543.5M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,166,069 | 518.2M $ | as of Mar 31, 2026 |
| Boston Partners | 1,155,636 | 513.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,126,596 | 500.7M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 1,051,694 | 467.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,024,758 | 455.4M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 983,096 | 436.9M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 921,700 | 409.6M $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 907,461 | 403.3M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 807,230 | 358.7M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 794,428 | 353M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 716,776 | 318.5M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 683,368 | 303.7M $ | as of Mar 31, 2026 |
| LYRICAL ASSET MANAGEMENT LP | 668,303 | 297M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 650,536 | 289.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 614,691 | 273.2M $ | as of Mar 31, 2026 |