We are live on ! Find out more
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
$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 8.12%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3976
-5,149
3977
-1,828
3978
-16,743
3979
-13,505
3980
-227,609
3981
-28,230
3982
-19,386
3983
-154,624
3984
-15,885
3985
-10,617
3986
-6,801
3987
-245,192
3988
-7,368
3989
-11,787
3990
-12,915
3991
-2,550
3992
-10,361
3993
-15,566
3994
-7,893
3995
-5,340
3996
-14,072
3997
-20,287
3998
-7,977
3999
-71,545
4000
-5,424