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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
$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
4001
-3,012
4002
-4,153
4003
-67,607
4004
-18,872
4005
-19,318
4006
-38,977
4007
-10,066
4008
-2,217
4009
-3,808
4010
-16,797
4011
-3,593
4012
-8,907
4013
-10,556
4014
-45,602
4015
-17,455
4016
-15,042
4017
-7,126
4018
-275,985
4019
-10,455
4020
-1,874
4021
-1,814,187
4022
-2,133
4023
-15,800
4024
-13,123
4025
-8,920