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Ameriprise

Ameriprise Portfolio holdings

AUM $431B
1-Year Est. Return 30.59%
 

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
+30.59%
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 9.79%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
$66K ﹤0.01%
2,540
3502
$66K ﹤0.01%
4,000
3503
$66K ﹤0.01%
816
3504
$66K ﹤0.01%
3,490
-535
3505
$65K ﹤0.01%
1,006
+106
3506
$65K ﹤0.01%
973
-38
3507
$64K ﹤0.01%
2,760
-135
3508
$64K ﹤0.01%
702
+701
3509
$64K ﹤0.01%
2,870
+2,210
3510
$64K ﹤0.01%
1,423
+423
3511
$64K ﹤0.01%
+5,665
3512
$64K ﹤0.01%
3,240
-1,925
3513
$64K ﹤0.01%
+3,405
3514
$64K ﹤0.01%
1,287
-199
3515
$64K ﹤0.01%
+6,300
3516
$63K ﹤0.01%
3,655
+2,020
3517
$63K ﹤0.01%
4,003
+629
3518
$63K ﹤0.01%
1,875
-3,507
3519
$63K ﹤0.01%
2,575
+2,475
3520
$63K ﹤0.01%
1,516
+747
3521
$62K ﹤0.01%
1,915
3522
$62K ﹤0.01%
1,690
3523
$62K ﹤0.01%
1,223
+866
3524
$62K ﹤0.01%
3,525
-1,000
3525
$62K ﹤0.01%
2,550
-22