AMERIPRISE FINANCIAL INC

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

CIK 820027 MINNEAPOLIS, MN

Position in JLS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$5,375,635

+$829,954 QoQ

Shares Held

296,505

+18.6% QoQ

Ownership

5.41%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

AMERIPRISE FINANCIAL INC holds $3,772,890,869 across 247 Asset Management names. JLS ranks #71 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	1,604,320	$1,542,890,583
2	STT	State Street Corp	1,746,843	$221,080,449
3	BX	Blackstone Inc.	1,593,970	$183,290,608
4	CG	Carlyle Group Inc.	2,721,593	$131,697,883
5	BN	BROOKFIELD Corp /ON/	2,563,284	$103,736,101
6	TROW	Price T Rowe Group Inc	1,059,623	$95,514,414
7	SEIC	Sei Investments Co	869,549	$68,233,509
8	ARCC	Ares Capital Corp	3,775,904	$68,041,788

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,375,635	296,505	+18.6%	Shares	Defined	2026-05-15
2025-12-31	$4,545,681	249,900	+22.8%	Shares	Defined	2026-02-17
2025-09-30	$3,808,190	203,429	+2.8%	Shares	Defined	2025-11-14
2025-06-30	$3,709,320	197,936	+22.8%	Shares	Defined	2025-08-14
2025-03-31	$3,026,624	161,248	+71.3%	Shares	Defined	2025-05-14
2024-12-31	$1,694,430	94,135	+115.3%	Shares	Defined	2025-02-14
2024-09-30	$805,925	43,729	-9.2%	Shares	Defined	2024-11-14
2024-06-30	$867,753	48,155	+5.8%	Shares	Defined	2024-08-14
2024-03-31	$808,239	45,509	+38.2%	Shares	Defined	2024-05-15
2020-12-31	$651,144	32,936	+3.4%	Shares	Defined	2021-02-12
2020-09-30	$602,977	31,853	+12.1%	Shares	Defined	2020-11-16
2020-06-30	$555,493	28,414	-5.7%	Shares	Defined	2020-08-14
2020-03-31	$495,506	30,122	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.