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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
4026
-96,300
4027
-7,731
4028
-22,251
4029
-37,937
4030
-84,959
4031
-5,791
4032
-2,323
4033
-59,929
4034
-69,724
4035
-6,815
4036
-6,430
4037
-17,918
4038
-16,360
4039
-228,098
4040
-21,876
4041
-18,193
4042
-5,990
4043
-55,316
4044
-53,183
4045
-22,028
4046
-551,910
4047
-10,527
4048
-18,040
4049
-12,090
4050
-15,265