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
3101
$235K ﹤0.01%
21,594
-841
3102
$235K ﹤0.01%
44,262
-9,850
3103
$234K ﹤0.01%
7,275
-3,185
3104
$234K ﹤0.01%
4,014
+350
3105
$234K ﹤0.01%
2,443
-140
3106
$234K ﹤0.01%
4,736
-3,291
3107
$233K ﹤0.01%
29,933
+13,892
3108
$232K ﹤0.01%
9,010
-150
3109
$231K ﹤0.01%
1,827
-907
3110
$231K ﹤0.01%
18,984
-8,400
3111
$229K ﹤0.01%
8,226
-510
3112
$229K ﹤0.01%
9,642
-407
3113
$225K ﹤0.01%
5,116
+122
3114
$225K ﹤0.01%
8,795
-600
3115
$224K ﹤0.01%
7,523
+2,075
3116
$224K ﹤0.01%
3,659
+122
3117
$224K ﹤0.01%
9,429
+2,823
3118
$224K ﹤0.01%
13,239
+2,508
3119
$223K ﹤0.01%
2,050
+118
3120
$222K ﹤0.01%
3,464
+2,520
3121
$221K ﹤0.01%
3,607
+2,890
3122
$219K ﹤0.01%
9,126
+70
3123
0
3124
$217K ﹤0.01%
7,450
+6,091
3125
$216K ﹤0.01%
17,341
+6,128