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
3226
$204K ﹤0.01%
7,600
-1,492
3227
$203K ﹤0.01%
3,626
+229
3228
$203K ﹤0.01%
6,167
-55
3229
$203K ﹤0.01%
5,501
+400
3230
$202K ﹤0.01%
12,146
+1,769
3231
$202K ﹤0.01%
4,300
3232
$201K ﹤0.01%
4,842
-1,313
3233
$201K ﹤0.01%
13,820
-4,500
3234
$201K ﹤0.01%
3,833
+174
3235
$201K ﹤0.01%
7,252
+1,905
3236
$200K ﹤0.01%
8,118
+5,113
3237
$200K ﹤0.01%
12,897
+2,931
3238
$199K ﹤0.01%
13,650
+6,365
3239
$185K ﹤0.01%
18,254
-1,437
3240
$182K ﹤0.01%
1,102
+290
3241
$181K ﹤0.01%
19,754
+1,880
3242
$180K ﹤0.01%
13,822
-2,118
3243
$180K ﹤0.01%
33,615
+33,600
3244
$177K ﹤0.01%
15,792
3245
$176K ﹤0.01%
10,191
+3,073
3246
$174K ﹤0.01%
18,366
+672
3247
$174K ﹤0.01%
13,391
+5,475
3248
$173K ﹤0.01%
6,850
-2,722
3249
$166K ﹤0.01%
20,564
+665
3250
$162K ﹤0.01%
15,600
-48,393