Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.2%
 

Ameriprise Financial, Inc., founded in 1894 as Investors Syndicate and headquartered in Minneapolis, Minnesota, is a leading financial services firm specializing in wealth management, financial planning, and insurance, managing hundreds of billions in assets for individual and institutional clients. Evolving from its roots in investment certificates, it now offers a comprehensive suite of services, including retirement planning, annuities, mutual funds, and advisory solutions, delivered through a network of over 10,000 financial advisors across the U.S. Known for its client-first approach, Ameriprise became independent in 2005 after spinning off from American Express, focusing on personalized advice and robust digital tools to compete in a crowded market. With a strong emphasis on long-term relationships and financial security, Ameriprise has grown into a trusted name in the retail investment and insurance sectors.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166B
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,577
New
Increased
Reduced
Closed

Top Sells

1 +$419M
2 +$364M
3 +$364M
4
IYE icon
iShares US Energy ETF
IYE
+$293M
5
QCOM icon
Qualcomm
QCOM
+$290M

Sector Composition

1 Technology 14.04%
2 Financials 13.47%
3 Healthcare 13.27%
4 Industrials 9.78%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$1.36M ﹤0.01%
82,183
+1,846
2502
$1.35M ﹤0.01%
121,528
-15,495
2503
$1.35M ﹤0.01%
+226,803
2504
$1.35M ﹤0.01%
30,404
-1,572
2505
$1.35M ﹤0.01%
22,170
+977
2506
$1.34M ﹤0.01%
118,164
-25,191
2507
$1.34M ﹤0.01%
111,838
+12,360
2508
$1.33M ﹤0.01%
82,048
+6,670
2509
$1.33M ﹤0.01%
13,114
+3,098
2510
$1.33M ﹤0.01%
21,420
+21,400
2511
$1.33M ﹤0.01%
261,184
+19,101
2512
$1.32M ﹤0.01%
+495,933
2513
$1.32M ﹤0.01%
52,345
-313,315
2514
$1.32M ﹤0.01%
83,538
+6,945
2515
$1.31M ﹤0.01%
70,211
+34,612
2516
$1.31M ﹤0.01%
90,368
+58,278
2517
$1.3M ﹤0.01%
29,718
+598
2518
$1.3M ﹤0.01%
399,521
-225,237
2519
$1.3M ﹤0.01%
128,005
-6,000
2520
$1.29M ﹤0.01%
21,427
+2,946
2521
$1.29M ﹤0.01%
54,001
+8,767
2522
$1.29M ﹤0.01%
19,015
-3,760
2523
$1.29M ﹤0.01%
130,831
+3,675
2524
$1.29M ﹤0.01%
114,157
+40,000
2525
$1.29M ﹤0.01%
71,438
+3,480