Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.18%
 

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
+26.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$370B
AUM Growth
-$19.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,165
New
Increased
Reduced
Closed

Top Sells

1 +$677M
2 +$569M
3 +$491M
4
MSFT icon
Microsoft
MSFT
+$489M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$419M

Sector Composition

1 Technology 22.22%
2 Financials 11.94%
3 Healthcare 9%
4 Industrials 8.11%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3926
-58,059
3927
-57,175
3928
-169,906
3929
-22,116
3930
-23,750
3931
-309,494
3932
-293,190
3933
-23,706
3934
-71,203
3935
-15,261
3936
-147,674
3937
-433,888
3938
-20,249
3939
-7,897
3940
-42,955
3941
-110,581
3942
-2,341,299
3943
-181,681
3944
-275,985
3945
-11,175
3946
-312,624
3947
-61,534
3948
-16,267
3949
-13,886
3950
-11,986