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
1076
$15.7M 0.01%
403,453
-230,674
1077
$15.7M 0.01%
143,395
-14,042
1078
$15.7M 0.01%
593,343
+113,560
1079
$15.7M 0.01%
568,494
+8,515
1080
$15.6M 0.01%
1,930,034
+841,584
1081
$15.6M 0.01%
547,154
-5,900
1082
$15.5M 0.01%
376,050
-10,863
1083
$15.5M 0.01%
319,659
-220,336
1084
$15.5M 0.01%
643,683
-84
1085
$15.5M 0.01%
631,650
+476,433
1086
$15.4M 0.01%
189,241
-5,332
1087
$15.4M 0.01%
528,661
-53,664
1088
$15.4M 0.01%
169,455
+2,872
1089
$15.4M 0.01%
1,450,365
-1,526,247
1090
$15.4M 0.01%
51,477
-8,595
1091
$15.4M 0.01%
1,092,193
+33,980
1092
$15.4M 0.01%
229,999
-169,083
1093
$15.4M 0.01%
653,185
+19,125
1094
$15.3M 0.01%
299,421
+21,109
1095
$15.3M 0.01%
1,529,892
-607,024
1096
$15.3M 0.01%
263,640
-31,287
1097
$15.3M 0.01%
344,219
-217,217
1098
$15.3M 0.01%
240,233
+10,328
1099
$15.2M 0.01%
387,906
+95,323
1100
$15.2M 0.01%
683,780
-79,432