Skip to main content
Equibles

AMERIPRISE FINANCIAL INC

Position in JLS — Nuveen Mortgage & Income Fund/MA/

CIK 820027 MINNEAPOLIS, MN
Back to JLS Full portfolio

Position in JLS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$6,442,236
+$1,066,601 QoQ
Shares Held
368,549
+24.3% QoQ
Ownership
6.73%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in JLS Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

AMERIPRISE FINANCIAL INC holds $5,900,134,130 across 244 Asset Management names. JLS ranks #64 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 21,144,511 $1,933,102,064
2 BLK
BlackRock, Inc.
 1,150,014 $1,105,807,458
3 STT
State Street Corp
 12,158,882 $843,499,071
4 BX
Blackstone Inc.
 1,508,395 $177,492,837
5 TROW
Price T Rowe Group Inc
 1,419,061 $161,333,043
6 BN
BROOKFIELD Corp /ON/
 2,387,558 $101,686,093
7 CG
Carlyle Group Inc.
 2,026,772 $85,347,367
8 KKR
KKR & Co. Inc.
 886,421 $81,355,717

All Filings in JLS

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,442,236 368,549
2026-03-31 $5,375,635 296,505
2025-12-31 $4,545,681 249,900
2025-09-30 $3,808,190 203,429
2025-06-30 $3,709,320 197,936
2025-03-31 $3,026,624 161,248
2024-12-31 $1,694,430 94,135
2024-09-30 $805,925 43,729
2024-06-30 $867,753 48,155
2024-03-31 $808,239 45,509
2020-12-31 $651,144 32,936
2020-09-30 $602,977 31,853
2020-06-30 $555,493 28,414
2020-03-31 $495,506 30,122