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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
$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 9.86%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
-220
3902
-755
3903
-161
3904
-515
3905
-226
3906
-1,360
3907
-252
3908
-137
3909
-950
3910
-607
3911
-218
3912
-66
3913
-1,338
3914
-1,541
3915
-1,980
3916
-46
3917
-2,007
3918
-600
3919
-1,250
3920
-15,202
3921
-884
3922
-1,250
3923
-18
3924
-100
3925
-13