Firm achieves number 5 ranking over the 10-year time period

Company Website: https://www.columbiathreadneedleus.com/
BOSTON -- (Business Wire)

Columbia Threadneedle Investments announced today that it has been ranked by Barron’s as one of the top fund families in the nation, earning top‑ten positions across the 1‑, 5‑, and 10‑year performance periods in its Best Fund Families of 2025 ranking.

Columbia Threadneedle ranked as follows: ¹

• 10^th out of 46 fund families for 1‑year performance
• 10^th out of 42 fund families for 5‑year performance
• 5^th out of 42 fund families for 10‑year performance

Columbia Threadneedle is one of only three firms to rank in the top ten across all three time periods. These results reflect the consistent, strong performance of Columbia Threadneedle’s actively managed mutual funds and ETFs across a wide range of asset classes, including General Equity, Mixed Asset, Tax‑Exempt Bond, Taxable Bond, and World Equity.

“We are proud to deliver investment results that place us among the strongest performers in the industry not just over the past year, but over the long term,” said William Davies, Global Chief Investment Officer at Columbia Threadneedle Investments. “Achieving top ten rankings across 1- and 5-year periods, and top five over ten years, underscores the strength of our global research platform, the discipline of our investment process, the expertise of our talented team members, and our commitment to delivering long‑term value for clients.”

Columbia Threadneedle’s investment process is driven by close collaboration between globally connected portfolio managers and research analysts, who generate forward-looking insights and drive impactful outcomes for clients across asset classes. This active exchange of fundamental and quantitative perspectives ensures that portfolio construction is informed by diverse viewpoints and a rigorous, research‑intensive approach.

Barron’s Best Fund Families Methodology

Barron’s evaluates fund families based on the asset‑weighted returns of their actively managed funds relative to peers in their respective Lipper categories. Key components of the methodology include:

• Each fund’s performance is ranked within its LSEG Lipper category on a percentile basis.
• Rankings are asset‑weighted relative to the fund family’s other assets in its general classification, meaning larger funds have a proportionally greater impact on a firm’s overall score.
• Excluded from consideration are index funds, but actively managed ETFs and so-called smart-beta ETFs, which are passively managed but created from active strategies, are included.
• Finally, the score is multiplied by the weighting of its general classification, as determined by the Lipper universe of funds.

To qualify, a firm must offer a minimum number of funds across equity and fixed income categories.

About Columbia Threadneedle Investments

Columbia Threadneedle Investments is a leading global asset manager that provides a broad range of investment strategies and solutions for individual, institutional and corporate clients around the world. With 2,200 people, including 550 investment professionals, based in North America, Europe and Asia, we manage and advise $721 billion of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.²

Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE: AMP). For more information, please visit columbiathreadneedleus.com.

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.

^{1, 2} As of December 31, 2025

AdTrax: CTNA8797316.1-

View source version on businesswire.com: https://www.businesswire.com/news/home/20260303501960/en/

Contacts:

Meghan Shields
meghan.shields@columbiathreadneedle.com
617-451-0739

Source: Columbia Threadneedle Investments