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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
3601
$51K ﹤0.01%
18,777
+2,167
3602
$51K ﹤0.01%
5,417
+3,675
3603
$51K ﹤0.01%
2,000
-361
3604
$51K ﹤0.01%
+2,180
3605
$51K ﹤0.01%
1,980
+480
3606
$51K ﹤0.01%
1,969
-455
3607
$50K ﹤0.01%
+700
3608
$50K ﹤0.01%
1,000
-127
3609
$50K ﹤0.01%
1,295
+385
3610
$50K ﹤0.01%
2,888
+1,250
3611
$50K ﹤0.01%
182
+75
3612
$50K ﹤0.01%
2,000
3613
$50K ﹤0.01%
2,084
-346
3614
$50K ﹤0.01%
2,000
3615
$50K ﹤0.01%
1,960
+400
3616
$50K ﹤0.01%
1,905
+1,628
3617
$50K ﹤0.01%
1,991
+569
3618
$50K ﹤0.01%
3,341
+62
3619
$50K ﹤0.01%
4,931
+381
3620
$50K ﹤0.01%
1,926
+371
3621
$49K ﹤0.01%
1,892
+421
3622
$49K ﹤0.01%
2,515
+15
3623
$49K ﹤0.01%
4,185
+2,410
3624
$49K ﹤0.01%
2,000
3625
$49K ﹤0.01%
4,142
+3,842