Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.18%
 

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
+26.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172B
AUM Growth
+$5.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,410
New
Increased
Reduced
Closed

Top Buys

1 +$499M
2 +$328M
3 +$285M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$283M
5
TWTR
Twitter, Inc.
TWTR
+$275M

Sector Composition

1 Technology 14.14%
2 Financials 13.78%
3 Healthcare 13.65%
4 Industrials 9.85%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$18.1M 0.01%
27,836
+17,524
1002
$18.1M 0.01%
173,080
+1,569
1003
$18M 0.01%
313,008
+49,368
1004
$18M 0.01%
519,587
+69,287
1005
$18M 0.01%
366,016
+1,089
1006
$17.9M 0.01%
440,665
+69,967
1007
$17.9M 0.01%
1,033,276
+3,298
1008
$17.9M 0.01%
508,629
-521,042
1009
$17.9M 0.01%
249,482
-17,179
1010
$17.9M 0.01%
309,518
-10,141
1011
$17.9M 0.01%
488,208
+3,016
1012
$17.9M 0.01%
318,536
+74,641
1013
$17.8M 0.01%
2,274,532
-824,625
1014
$17.7M 0.01%
897,038
+10,545
1015
$17.7M 0.01%
195,698
-113,648
1016
$17.6M 0.01%
897,274
+38,545
1017
$17.6M 0.01%
756,640
-59,531
1018
$17.5M 0.01%
147,701
+4,306
1019
$17.5M 0.01%
482,195
-13,685
1020
$17.5M 0.01%
197,077
+29,476
1021
$17.5M 0.01%
601,888
-1,064,402
1022
$17.4M 0.01%
474,740
-9,818
1023
$17.4M 0.01%
370,774
+73,879
1024
$17.4M 0.01%
389,965
-81,411
1025
$17.4M 0.01%
452,365
-578,283