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
$166B
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,577
New
Increased
Reduced
Closed

Top Sells

1 +$419M
2 +$364M
3 +$364M
4
IYE icon
iShares US Energy ETF
IYE
+$293M
5
QCOM icon
Qualcomm
QCOM
+$290M

Sector Composition

1 Technology 14.04%
2 Financials 13.47%
3 Healthcare 13.27%
4 Industrials 9.78%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$17.2M 0.01%
495,672
+93,561
1027
$17.2M 0.01%
249,179
+604
1028
$17.2M 0.01%
287,728
-36,960
1029
$17.2M 0.01%
454,492
-141,768
1030
$17.2M 0.01%
348,126
-2,547
1031
$17.1M 0.01%
827,033
-13,171
1032
$17.1M 0.01%
115,257
-5,418
1033
$17.1M 0.01%
404,818
-6,880
1034
$17M 0.01%
495,880
-60,482
1035
$17M 0.01%
171,511
+56,980
1036
$17M 0.01%
1,325,150
-7,138
1037
$17M 0.01%
214,901
-2,040
1038
$16.9M 0.01%
226,648
-20,051
1039
$16.9M 0.01%
1,029,978
+67,384
1040
$16.9M 0.01%
471,376
+88,388
1041
$16.8M 0.01%
293,839
-184,778
1042
$16.8M 0.01%
1,241,943
+664,553
1043
$16.8M 0.01%
3,502,689
+120,569
1044
$16.8M 0.01%
524,130
+349,097
1045
$16.7M 0.01%
203,301
+18,716
1046
$16.7M 0.01%
278,299
-48,712
1047
$16.7M 0.01%
518,727
+25,409
1048
$16.7M 0.01%
32,750
-3,788
1049
$16.6M 0.01%
599,473
-152,203
1050
$16.6M 0.01%
3,235,602
+10,138