Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.18%
 

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
+26.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172B
AUM Growth
+$5.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,410
New
Increased
Reduced
Closed

Top Buys

1 +$499M
2 +$328M
3 +$285M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$283M
5
TWTR
Twitter, Inc.
TWTR
+$275M

Sector Composition

1 Technology 14.14%
2 Financials 13.78%
3 Healthcare 13.65%
4 Industrials 9.85%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$1.32M ﹤0.01%
12,340
-774
2577
$1.32M ﹤0.01%
26,822
+6,157
2578
$1.32M ﹤0.01%
147,804
+21,241
2579
$1.31M ﹤0.01%
22,632
+462
2580
$1.31M ﹤0.01%
17,069
+3,579
2581
$1.31M ﹤0.01%
64,396
-12,281
2582
$1.31M ﹤0.01%
6,211
-394
2583
$1.31M ﹤0.01%
57,089
+3,088
2584
$1.31M ﹤0.01%
48,396
2585
$1.31M ﹤0.01%
11,661
-11,859
2586
$1.29M ﹤0.01%
47,171
+417
2587
$1.29M ﹤0.01%
49,434
+3,054
2588
$1.29M ﹤0.01%
89,732
-142
2589
$1.28M ﹤0.01%
36,515
+11,117
2590
$1.28M ﹤0.01%
67,970
+2,115
2591
$1.28M ﹤0.01%
98,476
+1,421
2592
$1.28M ﹤0.01%
107,798
+105,539
2593
$1.28M ﹤0.01%
22,759
+21,770
2594
$1.28M ﹤0.01%
38,997
+2,197
2595
$1.27M ﹤0.01%
211,324
+275
2596
$1.27M ﹤0.01%
11,169
-14,162
2597
$1.27M ﹤0.01%
57,407
-1,822
2598
$1.27M ﹤0.01%
15,752
-43,896
2599
$1.27M ﹤0.01%
94,612
+17,971
2600
$1.27M ﹤0.01%
34,811
+2,284