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
$200B
AUM Growth
+$6.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,885
New
Increased
Reduced
Closed

Top Buys

1 +$487M
2 +$378M
3 +$372M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$364M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$360M

Top Sells

1 +$826M
2 +$417M
3 +$338M
4
NXPI icon
NXP Semiconductors
NXPI
+$319M
5
AAPL icon
Apple
AAPL
+$265M

Sector Composition

1 Technology 15.21%
2 Financials 14%
3 Healthcare 11.93%
4 Consumer Discretionary 9.08%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3276
$372K ﹤0.01%
23,359
-459
3277
$371K ﹤0.01%
15,417
-1,848
3278
$370K ﹤0.01%
18,725
+2,999
3279
$370K ﹤0.01%
+147,800
3280
$369K ﹤0.01%
17,149
-30,562
3281
$369K ﹤0.01%
17,548
-3,061
3282
$366K ﹤0.01%
9,214
-528
3283
$365K ﹤0.01%
16,678
+2,983
3284
$363K ﹤0.01%
+10,892
3285
$362K ﹤0.01%
11,125
+984
3286
$361K ﹤0.01%
+8,487
3287
$361K ﹤0.01%
35,744
+22,918
3288
$360K ﹤0.01%
+5,875
3289
$359K ﹤0.01%
7,118
-62
3290
$359K ﹤0.01%
35,899
+16,980
3291
$358K ﹤0.01%
21,078
+1,203
3292
$355K ﹤0.01%
24,761
-371
3293
$354K ﹤0.01%
53,788
+896
3294
$352K ﹤0.01%
24,191
+8,516
3295
$349K ﹤0.01%
26,561
-353
3296
$348K ﹤0.01%
26,883
+5,791
3297
$348K ﹤0.01%
37,880
-6,020
3298
$346K ﹤0.01%
35,749
+1,213
3299
$345K ﹤0.01%
26,531
+2,027
3300
$343K ﹤0.01%
13,982
+3,364