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
2601
$1.07M ﹤0.01%
89,723
-13,095
2602
$1.07M ﹤0.01%
64,477
+59,031
2603
$1.07M ﹤0.01%
58,613
-1,547
2604
$1.07M ﹤0.01%
43,343
+25,159
2605
$1.07M ﹤0.01%
65,855
+3,271
2606
$1.06M ﹤0.01%
20,665
+569
2607
$1.06M ﹤0.01%
106,728
+106,578
2608
$1.06M ﹤0.01%
30,140
+7,087
2609
$1.06M ﹤0.01%
30,288
-57,395
2610
$1.05M ﹤0.01%
306,908
+16,543
2611
$1.05M ﹤0.01%
+26,734
2612
$1.05M ﹤0.01%
+46,700
2613
$1.05M ﹤0.01%
89,910
-11,920
2614
$1.05M ﹤0.01%
43,283
+4,279
2615
$1.04M ﹤0.01%
40,367
+16,430
2616
$1.04M ﹤0.01%
73,728
+1,359
2617
$1.04M ﹤0.01%
390,052
-336,918
2618
$1.03M ﹤0.01%
91,840
+49,329
2619
$1.03M ﹤0.01%
40,992
-420
2620
$1.03M ﹤0.01%
83,315
-1,131
2621
$1.03M ﹤0.01%
90,703
-700,225
2622
$1.03M ﹤0.01%
55,889
+55,313
2623
$1.03M ﹤0.01%
8,107
+1,754
2624
$1.02M ﹤0.01%
18,126
-5,329,772
2625
$1.02M ﹤0.01%
20,726
+337