497 1 d812732d497.htm COLUMBIA FUNDS SERIES TRUST II Columbia Funds Series Trust II
Supplement dated March 3, 2025
to the Statement of Additional Information (the SAI), dated January 1, 2025, for the following funds (each a Fund, and together the Funds):
Fund
Columbia Funds Series Trust II
 Columbia Integrated Large Cap Growth Fund
 Columbia Integrated Large Cap Value Fund
 Columbia Integrated Small Cap Growth Fund
The information for the Funds under the subsection The Investment Manager and Subadvisers – Portfolio Managersin the Investment Management and Other Services section of the SAI is hereby superseded and replaced with the following:
 
 
Other Accounts Managed (excluding the Fund)
Ownership
of Fund
Shares
Potential
Conflicts
of Interest
Structure
of
Compensation
Fund
Portfolio Manager
Number
and Type
of Account*
Approximate
Total Net
Assets
Performance–
Based
Accounts**
For Funds with fiscal year ending August 31 – Information is as of August 31, 2024, unless otherwise noted
Integrated Large Cap Growth Fund
Jason Hans
3 RICs
2 PIVs
55 other accounts
$633.56 million
$84.38 million
$5.56 billion
None
$50,001 –
$100,000(a)
$10,001 –
$50,000 (b)
Columbia
Management
Columbia
Management
Oleg Nusinzon
10 RICs
3 PIVs
71 other accounts
$12.73 billion
$308.60 million
$15.18 billion
4 other
accounts
($1.98 B)
None
Raghavendran
Sivaraman
10 RICs
3 PIVs
67 other accounts
$12.73 billion
$308.60 million
$15.18 billion
4 other
accounts
($1.98 B)
$10,001 –
$50,000 (b)
Integrated Large Cap Value Fund
Jason Hans
3 RICs
2 PIVs
55 other accounts
$528.52 million
$84.38 million
$5.56 billion
None
$100,001 –
$500,000(a)
$10,001 –
$50,000 (b)
Columbia
Management
Columbia
Management
Oleg Nusinzon
10 RICs
3 PIVs
71 other accounts
$12.63 billion
$308.60 million
$15.18 billion
4 other
accounts
($1.98 B)
None
Raghavendran
Sivaraman
10 RICs
3 PIVs
67 other accounts
$12.63 billion
$308.60 million
$15.18 billion
4 other
accounts
($1.98 B)
$10,001 –
$50,000 (b)
Integrated Small Cap Growth Fund
Jason Hans
3 RICs
2 PIVs
55 other accounts
$662.00 million
$84.38 million
$5.56 billion
None
$50,001 –
$100,000(a)
$50,001 –
$100,000 (b)
Columbia
Management
Columbia
Management
Oleg Nusinzon
10 RICs
3 PIVs
71 other accounts
$12.76 billion
$308.60 million
$15.18 billion
4 other
accounts
($1.98 B)
None
Raghavendran
Sivaraman
10 RICs
3 PIVs
67 other accounts
$12.76 billion
$308.60 million
$15.18 billion
4 other
accounts
($1.98 B)
None
*
RIC refers to a Registered Investment Company; PIV refers to a Pooled Investment Vehicle.
**
Number of accounts for which the advisory fee paid is based in part or wholly on performance and the aggregate net assets in those accounts.
(a)
Excludes any notional investments.
(b)
Notional investments through a deferred compensation account.
(c)
The Fund is available for sale only in the U.S. The portfolio manager does not reside in the U.S. and therefore does not hold any shares of the Fund.
The rest of the section remains the same.
Shareholders should retain this Supplement for future reference.
SUP965_10_005_(03/25)