We are live on ! Find out more
Ameriprise

Ameriprise Portfolio holdings

AUM $432B
1-Year Est. Return 30.22%
 

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
+3.26%
1 Year Est. Return
+30.22%
3 Year Est. Return
+89.37%
5 Year Est. Return
+112.58%
10 Year Est. Return
+443.56%
AUM
$144B
AUM Growth
Cap. Flow
+$144B
Cap. Flow %
99.49%
Top 10 Hldgs %
11.17%
Holding
5,920
New
5,770
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1
JPM icon
JPMorgan Chase
JPM
+$2.05B
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.01B
3
PFE icon
Pfizer
PFE
+$1.9B
4
AAPL icon
Apple
AAPL
+$1.87B
5
CVX icon
Chevron
CVX
+$1.61B

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 15.15%
2 Technology 13.28%
3 Healthcare 12.1%
4 Industrials 10.9%
5 Consumer Discretionary 9.8%

Similar funds

Ameriprise's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Ameriprise, which disclosed 5,920 positions worth $144B. Its ten largest holdings account for 11% of the portfolio.

Its largest position is JPMorgan Chase: 40,301,821 shares worth $2.13B.

By sector, the portfolio is most concentrated in Financials at 15% of assets, followed by Technology and Healthcare.

  • Ameriprise's largest Q2 2013 buy was JPMorgan Chase: 40,301,821 shares worth $2.13B.
  • Ameriprise's ten largest holdings make up 11% of its $144B portfolio in Q2 2013.
  • Ameriprise disclosed 5,920 positions in Q2 2013, its first 13F filing on record.

Based on Ameriprise's 13F filing for Q2 2013, filed 14 Aug 2013.