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
3701
-448,596
3702
-32,663
3703
-14,447
3704
-13,230
3705
-22,246
3706
-22,670
3707
-6,714
3708
-28,204
3709
-11,302
3710
-19,764
3711
-58,355
3712
-161,336
3713
-139,021
3714
-18,692
3715
-26,463
3716
-9,581
3717
-156,040
3718
-402,726
3719
-10,625
3720
-3,508
3721
-113,885
3722
-67,631
3723
-104,970
3724
-5,859
3725
-3,777