As of the latest SEC filings, AMERIPRISE FINANCIAL INC (AMP) is held by 900 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $1,286,855,301.60 in market value, representing 0.06% of its portfolio.
Funds holding AMERIPRISE FINANCIAL INC (AMP)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- AMP
- CIK:
- 0000820027
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.06% | $1,286,855,301.60 | 2,895,714 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.07% | $1,031,328,412.40 | 2,320,721 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.44% | $875,072,928.40 | 1,969,111 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.07% | $555,844,501.52 | 1,182,346 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.07% | $519,475,602.80 | 1,168,937 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.07% | $471,386,190.00 | 1,060,725 | Mar 31, 2026 | May 28, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.17% | $374,658,974.80 | 843,067 | Mar 31, 2026 | May 28, 2026 |
|
JVMAX
Disciplined Value Mid Cap Fund
|
MF | John Hancock | 1.65% | $360,408,400.00 | 811,000 | Mar 31, 2026 | May 29, 2026 |
|
VWNAX
VANGUARD WINDSOR II FUND
|
MF | Vanguard | 0.53% | $343,156,371.66 | 722,754 | Apr 30, 2026 | Jun 26, 2026 |
|
RDVY
First Trust Rising Dividend Achievers ETF
|
ETF | First Trust | 1.40% | $278,595,248.80 | 626,902 | Mar 31, 2026 | May 21, 2026 |
|
XLF
State Street(R) Financial Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 0.58% | $274,892,508.00 | 618,570 | Mar 31, 2026 | May 28, 2026 |
|
VMVAX
VANGUARD MID-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.76% | $263,403,434.80 | 592,717 | Mar 31, 2026 | May 28, 2026 |
|
IWP
iShares Russell Mid-Cap Growth ETF
|
ETF | BlackRock / iShares | 1.32% | $247,122,396.40 | 556,081 | Mar 31, 2026 | May 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.20% | $243,105,774.12 | 512,028 | Apr 30, 2026 | Jun 26, 2026 |
|
FGSAX
Federated Hermes MDT Mid Cap Growth Fund
|
MF | Federated Hermes | 3.78% | $240,487,782.06 | 506,514 | Apr 30, 2026 | Jun 23, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.07% | $228,748,678.40 | 514,736 | Mar 31, 2026 | May 28, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.20% | $177,831,170.13 | 374,547 | Apr 30, 2026 | Jun 29, 2026 |
|
JMVQX
JPMorgan Mid Cap Value Fund
|
MF | JPMorgan | 1.59% | $172,083,678.80 | 387,227 | Mar 31, 2026 | May 29, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.18% | $170,887,366.38 | 359,922 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.32% | $160,644,246.92 | 338,348 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.32% | $154,886,732.00 | 348,530 | Mar 31, 2026 | May 28, 2026 |
|
TIIRX
Nuveen Core Equity Fund
|
MF | TIAA / Nuveen | 2.11% | $149,808,114.75 | 315,525 | Apr 30, 2026 | Jun 24, 2026 |
|
VEIPX
VANGUARD EQUITY INCOME FUND
|
MF | Vanguard | 0.24% | $149,271,293.60 | 335,894 | Mar 31, 2026 | May 28, 2026 |
|
IWF
iShares Russell 1000 Growth ETF
|
ETF | BlackRock / iShares | 0.13% | $148,542,922.00 | 334,255 | Mar 31, 2026 | May 22, 2026 |
|
FTCS
First Trust Capital Strength ETF
|
ETF | First Trust | 1.81% | $141,748,046.00 | 318,965 | Mar 31, 2026 | May 28, 2026 |
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