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
$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
4026
-10,455
4027
-1,874
4028
-1,814,187
4029
-2,133
4030
-15,800
4031
-13,123
4032
-6,760
4033
-18,896
4034
-16,816
4035
-15,559
4036
-22,829
4037
-6,339
4038
-3,520
4039
-10,400
4040
-14,405
4041
-8,920
4042
-96,300
4043
-7,731
4044
-22,251
4045
-84,959
4046
-5,791
4047
-2,323
4048
-59,929
4049
-69,724
4050
-6,815