# EDGAR Filing Document

**Accession Number:** 0001352280
**File Stem:** 0001193125-25-171152
**Filing Date:** 2025-8
**Character Count:** 19470
**Document Hash:** 446f2b84ec68ba83e9135e19af3de383
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-25-171152.hdr.sgml**: 20250801

**ACCESSION NUMBER**: 0001193125-25-171152

**CONFORMED SUBMISSION TYPE**: 497K

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20250801

**DATE AS OF CHANGE**: 20250801

**EFFECTIVENESS DATE**: 20250801

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Columbia Funds Series Trust II
- **CENTRAL INDEX KEY:** 0001352280

**ORGANIZATION NAME:**
- **EIN:** 204384176
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 0430

**FILING VALUES:**
- **FORM TYPE:** 497K
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 333-131683
- **FILM NUMBER:** 251174477

**BUSINESS ADDRESS:**
- **STREET 1:** 290 CONGRESS STREET
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02210
- **BUSINESS PHONE:** 800-345-6611

**MAIL ADDRESS:**
- **STREET 1:** 290 CONGRESS STREET
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02210

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** RIVERSOURCE SERIES TRUST
- **DATE OF NAME CHANGE:** 20070928

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** RIVERSOURCE RETIREMENT SERIES TRUST
- **DATE OF NAME CHANGE:** 20060801

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** RiverSource Retirement Series Trust
- **DATE OF NAME CHANGE:** 20060206

## Series and Classes Contracts Data

### Columbia Capital Allocation Aggressive Portfolio (Series ID: S000031358)

| Class ID   | Class Name                                                             | Ticker Symbol   |
|:---|:---|:---|
| C000097466 | Columbia Capital Allocation Aggressive Portfolio Class A               | AXBAX           |
| C000097468 | Columbia Capital Allocation Aggressive Portfolio Class C               | RBGCX           |
| C000097469 | Columbia Capital Allocation Aggressive Portfolio Class R               | CPARX           |
| C000097471 | Columbia Capital Allocation Aggressive Portfolio Institutional Class   | CPAZX           |
| C000129848 | Columbia Capital Allocation Aggressive Portfolio Institutional 3 Class | CPDIX           |

**Supplement dated August 1, 2025**

to the Prospectus and Summary Prospectuses of each of the following funds (each, a Fund, and collectively, the Funds):

---

| | |
|:---|:---|
| **Fund** | **Prospectus and Summary Prospectus Dated** |
| Columbia Funds Series Trust |  |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Columbia Capital Allocation Moderate Aggressive Portfolio | &nbsp;&nbsp;&nbsp;&nbsp; 06/01/2025 |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Columbia Capital Allocation Moderate Conservative Portfolio | &nbsp;&nbsp;&nbsp;&nbsp; 06/01/2025 |
| Columbia Funds Series Trust II |  |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Columbia Capital Allocation Aggressive Portfolio | &nbsp;&nbsp;&nbsp;&nbsp; 06/01/2025 |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Columbia Capital Allocation Conservative Portfolio | &nbsp;&nbsp;&nbsp;&nbsp; 06/01/2025 |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Columbia Capital Allocation Moderate Portfolio | &nbsp;&nbsp;&nbsp;&nbsp; 06/01/2025 |

---

*Effective immediately, the following changes are hereby made to each Fund's Prospectus and each Fund's Summary Prospectus.* 

**For Columbia Capital Allocation Conservative Portfolio**

*The information under the subsection "Performance Information" in the Summary Prospectus and in the "Summary of the Fund - Performance Information" section of the Prospectus is hereby revised to add the following:*

On August 1, 2025, the Fund altered the composition of its Blended Benchmark. The New Blended Benchmark is designed to simplify the Blended Benchmark and provide a more appropriate Fund performance comparison than the Former Blended Benchmark. The returns of the Former Blended Benchmark will be shown for a one-year transition period.

*The "Average Annual Total Returns" table under the subsection "Performance Information" in the Summary Prospectus and in the "Summary of the Fund - Performance Information" section of the Prospectus is hereby superseded and replaced with the following:*

**Average Annual Total Returns After Applicable Sales Charges (for periods ended December 31, 2024)**

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | &nbsp;&nbsp;&nbsp; **Share Class**<br> **Inception Date**<br>| **1 Year** | **5 Years** | **10 Years** |
| **Class A** | 03/04/2004 |  |  |  |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; returns before taxes |  | 0.27% | 1.01% | 2.29% |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; returns after taxes on distributions |  | -1.01% | -0.36% | 1.05% |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; returns after taxes on distributions and sale of Fund shares |  | 0.20% | 0.37% | 1.37% |
| **Class C** returns before taxes | 03/04/2004 | 3.66% | 1.27% | 2.03% |
| **Class Inst** returns before taxes | 09/27/2010 | 5.57% | 2.26% | 3.04% |
| &nbsp;&nbsp;&nbsp; **New Blended Benchmark (75% Bloomberg U.S. Aggregate Bond Index, 20%** <br> **Russell 3000**<sup>®</sup> **Index, 5% MSCI EAFE + Emerging Markets Index (Net))** (reflects <br> reinvested dividends net of withholding taxes on the MSCI EAFE + Emerging <br> Markets Index portion of the Blended Benchmark, and for all indexes reflects no <br> deductions for fees, expenses or other taxes) <br>|  | 5.70% | 2.82% | 3.88% |
| &nbsp;&nbsp;&nbsp; **Bloomberg U.S. Aggregate Bond Index** (reflects no deductions for fees, <br> expenses or taxes)<br>|  | 1.25% | -0.33% | 1.35% |
| **Russell 3000**<sup>®</sup> **Index** (reflects no deductions for fees, expenses or taxes) |  | 23.81% | 13.86% | 12.55% |
| &nbsp;&nbsp;&nbsp; **Former Blended Benchmark (66% Bloomberg U.S. Aggregate Bond Index, 15%** <br> **Russell 3000**<sup>®</sup> **Index, 10% FTSE Three-Month U.S. Treasury Bill Index, 5% MSCI** <br> **EAFE Index (Net), 4% Bloomberg U.S. Corporate High-Yield Index)** (reflects <br> reinvested dividends net of withholding taxes on the MSCI EAFE Index portion of <br> the Blended Benchmark, and for all indexes reflects no deductions for fees, <br> expenses or other taxes)<br>|  | 5.28% | 2.65% | 3.54% |

---

**For Columbia Capital Allocation Moderate Conservative Portfolio**

*The information under the subsection "Performance Information" in the Summary Prospectus and in the "Summary of the Fund - Performance Information" section of the Prospectus is hereby revised to add the following:*

On August 1, 2025, the Fund altered the composition of its Blended Benchmark. The New Blended Benchmark is designed to simplify the Blended Benchmark and provide a more appropriate Fund performance comparison than the Former Blended Benchmark. The returns of the Former Blended Benchmark will be shown for a one-year transition period.

SUP000_00_175_(08/25)

------

*The "Average Annual Total Returns" table under the subsection "Performance Information" in the Summary Prospectus and in the "Summary of the Fund - Performance Information" section of the Prospectus is hereby superseded and replaced with the following:*

**Average Annual Total Returns After Applicable Sales Charges (for periods ended December 31, 2024)**

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | &nbsp;&nbsp;&nbsp; **Share Class**<br> **Inception Date**<br>| **1 Year** | **5 Years** | **10 Years** |
| **Class A** | 10/15/1996 |  |  |  |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; returns before taxes |  | 1.62% | 2.47% | 3.60% |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; returns after taxes on distributions |  | 0.52% | 0.81% | 2.03% |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; returns after taxes on distributions and sale of Fund shares |  | 1.05% | 1.47% | 2.35% |
| **Class C** returns before taxes | 10/15/1996 | 5.96% | 2.89% | 3.43% |
| **Class Inst** returns before taxes | 10/15/1996 | 8.06% | 3.93% | 4.47% |
| **Class R** returns before taxes | 01/23/2006 | 7.56% | 3.43% | 3.96% |
| &nbsp;&nbsp;&nbsp; **New Blended Benchmark (60% Bloomberg U.S. Aggregate Bond Index, 30%** <br> **Russell 3000**<sup>®</sup> **Index, 10% MSCI EAFE + Emerging Markets Index (Net))** <br> (reflects reinvested dividends net of withholding taxes on the MSCI EAFE + <br> Emerging Markets Index portion of the Blended Benchmark, and for all indexes <br> reflects no deductions for fees, expenses or other taxes) <br>|  | 8.07% | 4.49% | 5.21% |
| &nbsp;&nbsp;&nbsp; **Bloomberg U.S. Aggregate Bond Index** (reflects no deductions for fees, <br> expenses or taxes)<br>|  | 1.25% | -0.33% | 1.35% |
| **Russell 3000**<sup>®</sup> **Index** (reflects no deductions for fees, expenses or taxes) |  | 23.81% | 13.86% | 12.55% |
| &nbsp;&nbsp;&nbsp; **Former Blended Benchmark (consisting of 55.5% Bloomberg U.S. Aggregate** <br> **Bond Index, 26% Russell 3000**<sup>®</sup> **Index, 9% MSCI EAFE Index (Net), 5% FTSE** <br> **Three-Month U.S. Treasury Bill Index and 4.5% Bloomberg U.S. Corporate High-**<br> **Yield Index)** (reflects reinvested dividends net of withholding taxes on the MSCI <br> EAFE Index portion of the Blended Benchmark, and for all indexes reflects no <br> deductions for fees, expenses or other taxes)<br>|  | 7.60% | 4.33% | 4.96% |

---

**For Columbia Capital Allocation Moderate Portfolio**

*The information under the subsection "Performance Information" in the Summary Prospectus and in the "Summary of the Fund - Performance Information" section of the Prospectus is hereby revised to add the following:*

On August 1, 2025, the Fund altered the composition of its Blended Benchmark. The New Blended Benchmark is designed to simplify the Blended Benchmark and provide a more appropriate Fund performance comparison than the Former Blended Benchmark. The returns of the Former Blended Benchmark will be shown for a one-year transition period.

*The "Average Annual Total Returns" table under the subsection "Performance Information" in the Summary Prospectus and in the "Summary of the Fund - Performance Information" section of the Prospectus is hereby superseded and replaced with the following:*

**Average Annual Total Returns After Applicable Sales Charges (for periods ended December 31, 2024)**

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | &nbsp;&nbsp;&nbsp; **Share Class**<br> **Inception Date**<br>| **1 Year** | **5 Years** | **10 Years** |
| **Class A** | 03/04/2004 |  |  |  |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; returns before taxes |  | 3.89% | 3.91% | 5.05% |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; returns after taxes on distributions |  | 2.27% | 1.96% | 3.13% |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; returns after taxes on distributions and sale of Fund shares |  | 2.82% | 2.56% | 3.43% |
| **Class C** returns before taxes | 03/04/2004 | 8.45% | 4.37% | 4.87% |
| **Class Inst** returns before taxes | 09/27/2010 | 10.55% | 5.42% | 5.93% |
| **Class Inst3** returns before taxes | 06/13/2013 | 10.59% | 5.49% | 6.02% |
| &nbsp;&nbsp;&nbsp; **New Blended Benchmark (45% Bloomberg U.S. Aggregate Bond Index, 40%** <br> **Russell 3000**<sup>®</sup> **Index, 15% MSCI EAFE + Emerging Markets Index (Net))** <br> (reflects reinvested dividends net of withholding taxes on the MSCI EAFE + <br> Emerging Markets Index portion of the Blended Benchmark, and for all indexes <br> reflects no deductions for fees, expenses or other taxes) <br>|  | 10.49% | 6.12% | 6.51% |
| **Russell 3000**<sup>®</sup> **Index** (reflects no deductions for fees, expenses or taxes) |  | 23.81% | 13.86% | 12.55% |

---

SUP000_00_175_(08/25)

------

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | &nbsp;&nbsp;&nbsp; **Share Class**<br> **Inception Date**<br>| **1 Year** | **5 Years** | **10 Years** |
| &nbsp;&nbsp;&nbsp; **Bloomberg U.S. Aggregate Bond Index** (reflects no deductions for fees, <br> expenses or taxes)<br>|  | 1.25% | -0.33% | 1.35% |
| &nbsp;&nbsp;&nbsp; **Former Blended Benchmark (consisting of 42.5% Bloomberg U.S. Aggregate** <br> **Bond Index, 37% Russell 3000**<sup>®</sup> **Index, 11% MSCI EAFE Index (Net), 7.5%** <br> **Bloomberg U.S. Corporate High-Yield Index and 2% MSCI Emerging Markets** <br> **Index (Net))** (reflects reinvested dividends net of withholding taxes on the MSCI <br> EAFE Index and the MSCI Emerging Markets Index portion of the Blended <br> Benchmark, and for all indexes reflects no deductions for fees, expenses or other <br> taxes)<br>|  | 10.22% | 6.03% | 6.43% |

---

**For Columbia Capital Allocation Moderate Aggressive Portfolio**

*The information under the subsection "Performance Information" in the Summary Prospectus and in the "Summary of the Fund - Performance Information" section of the Prospectus is hereby revised to add the following:*

On August 1, 2025, the Fund altered the composition of its Blended Benchmark. The New Blended Benchmark is designed to simplify the Blended Benchmark and provide a more appropriate Fund performance comparison than the Former Blended Benchmark. The returns of the Former Blended Benchmark will be shown for a one-year transition period.

*The "Average Annual Total Returns" table under the subsection "Performance Information" in the Summary Prospectus and in the "Summary of the Fund - Performance Information" section of the Prospectus is hereby superseded and replaced with the following:*

**Average Annual Total Returns After Applicable Sales Charges (for periods ended December 31, 2024)**

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | &nbsp;&nbsp;&nbsp; **Share Class**<br> **Inception Date**<br>| **1 Year** | **5 Years** | **10 Years** |
| **Class A** | 10/15/1996 |  |  |  |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; returns before taxes |  | 6.52% | 5.47% | 6.31% |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; returns after taxes on distributions |  | 4.71% | 3.39% | 4.25% |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; returns after taxes on distributions and sale of Fund shares |  | 4.75% | 3.84% | 4.46% |
| **Class C** returns before taxes | 10/15/1996 | 11.12% | 5.94% | 6.14% |
| **Class Inst** returns before taxes | 10/15/1996 | 13.32% | 7.00% | 7.21% |
| **Class Inst3** returns before taxes | 06/13/2013 | 13.33% | 7.09% | 7.31% |
| **Class R** returns before taxes | 01/23/2006 | 12.73% | 6.46% | 6.68% |
| **Class S** returns before taxes | 10/02/2024 | 13.07% | 6.74% | 6.95% |
| &nbsp;&nbsp;&nbsp; **New Blended Benchmark (50% Russell 3000**<sup>®</sup> **Index, 35% Bloomberg U.S.** <br> **Aggregate Bond Index, 15% MSCI EAFE + Emerging Markets Index (Net))** <br> (reflects reinvested dividends net of withholding taxes on the MSCI EAFE + <br> Emerging Markets Index portion of the Blended Benchmark, and for all indexes <br> reflects no deductions for fees, expenses or other taxes)<br>|  | 12.74% | 7.53% | 7.62% |
| **Russell 3000**<sup>®</sup> **Index** (reflects no deductions for fees, expenses or taxes) |  | 23.81% | 13.86% | 12.55% |
| &nbsp;&nbsp;&nbsp; **Bloomberg U.S. Aggregate Bond Index** (reflects no deductions for fees, <br> expenses or taxes)<br>|  | 1.25% | -0.33% | 1.35% |
| &nbsp;&nbsp;&nbsp; **Former Blended Benchmark (consisting of 49% Russell 3000**<sup>®</sup> **Index, 28.5%** <br> **Bloomberg U.S. Aggregate Bond Index, 12% MSCI EAFE Index (Net), 6.5%** <br> **Bloomberg U.S. Corporate High-Yield Index and 4% MSCI Emerging Markets** <br> **Index (Net))** (reflects reinvested dividends net of withholding taxes on the MSCI <br> EAFE Index and the MSCI Emerging Markets Index portion of the Blended <br> Benchmark, and for all indexes reflects no deductions for fees, expenses or other <br> taxes)<br>|  | 13.02% | 7.77% | 7.81% |

---

**For Columbia Capital Allocation Aggressive Portfolio**

*The information under the subsection "Performance Information" in the Summary Prospectus and in the "Summary of the Fund - Performance Information" section of the Prospectus is hereby revised to add the following:*

On August 1, 2025, the Fund altered the composition of its Blended Benchmark. The New Blended Benchmark is designed to simplify the Blended Benchmark and provide a more appropriate Fund performance comparison than the Former Blended Benchmark. The returns of the Former Blended Benchmark will be shown for a one-year transition period.

SUP000_00_175_(08/25)

------

*The "Average Annual Total Returns" table under the subsection "Performance Information" in the Summary Prospectus and in the "Summary of the Fund - Performance Information" section of the Prospectus is hereby superseded and replaced with the following:*

**Average Annual Total Returns After Applicable Sales Charges (for periods ended December 31, 2024)**

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | &nbsp;&nbsp;&nbsp; **Share Class**<br> **Inception Date**<br>| **1 Year** | **5 Years** | **10 Years** |
| **Class A** | 03/04/2004 |  |  |  |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; returns before taxes |  | 8.81% | 6.99% | 7.46% |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; returns after taxes on distributions |  | 7.46% | 5.00% | 5.31% |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; returns after taxes on distributions and sale of Fund shares |  | 6.07% | 5.08% | 5.31% |
| **Class C** returns before taxes | 03/04/2004 | 13.56% | 7.44% | 7.29% |
| **Class Inst** returns before taxes | 09/27/2010 | 15.73% | 8.52% | 8.37% |
| **Class Inst3** returns before taxes | 06/13/2013 | 15.81% | 8.60% | 8.46% |
| **Class R** returns before taxes | 09/27/2010 | 15.18% | 7.99% | 7.83% |
| &nbsp;&nbsp;&nbsp; **New Blended Benchmark (60% Russell 3000**<sup>®</sup> **Index, 20% Bloomberg U.S.** <br> **Aggregate Bond Index, 20% MSCI EAFE + Emerging Markets Index (Net))** <br> (reflects reinvested dividends net of withholding taxes on the MSCI EAFE + <br> Emerging Markets Index portion of the Blended Benchmark, and for all indexes <br> reflects no deductions for fees, expenses or other taxes)<br>|  | 15.23% | 9.12% | 8.87% |
| **Russell 3000**<sup>®</sup> **Index** (reflects no deductions for fees, expenses or taxes) |  | 23.81% | 13.86% | 12.55% |
| &nbsp;&nbsp;&nbsp; **Bloomberg U.S. Aggregate Bond Index** (reflects no deductions for fees, <br> expenses or taxes)<br>|  | 1.25% | -0.33% | 1.35% |
| &nbsp;&nbsp;&nbsp; **Former Blended Benchmark (consisting of 60% Russell 3000**<sup>®</sup> **Index, 15%** <br> **Bloomberg U.S. Aggregate Bond Index, 14% MSCI EAFE Index (Net), 6% MSCI** <br> **Emerging Markets Index (Net) and 5% Bloomberg U.S. Corporate High-Yield** <br> **Index)** (reflects reinvested dividends net of withholding taxes on the MSCI EAFE <br> Index and the MSCI Emerging Markets Index portion of the Blended Benchmark, <br> and for all indexes reflects no deductions for fees, expenses or other taxes)<br>|  | 15.63% | 9.37% | 9.08% |

---

*Shareholders should retain this Supplement for future reference.*

SUP000_00_175_(08/25)

------