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
1101
$15.2M 0.01%
180,004
+18,854
1102
$15.1M 0.01%
438,800
-20,215
1103
$15.1M 0.01%
117,523
+8,615
1104
$15.1M 0.01%
259,470
-25,322
1105
$15.1M 0.01%
855,848
-111,716
1106
$15.1M 0.01%
734,727
-5,809
1107
$15M 0.01%
126,129
-495,561
1108
$15M 0.01%
615,277
-77,281
1109
$15M 0.01%
485,192
+127,894
1110
$14.9M 0.01%
259,074
+61,836
1111
$14.9M 0.01%
842,223
-2,639
1112
$14.9M 0.01%
484,558
+35,120
1113
$14.8M 0.01%
126,534
+11,249
1114
$14.8M 0.01%
617,696
-79,636
1115
$14.8M 0.01%
210,754
+1,250
1116
$14.8M 0.01%
68,164
+8,890
1117
$14.7M 0.01%
971,335
-2,070
1118
$14.7M 0.01%
997,199
-816,686
1119
$14.7M 0.01%
605,570
+43,266
1120
$14.7M 0.01%
691,660
+44,361
1121
$14.7M 0.01%
420,956
-14,388
1122
$14.7M 0.01%
449,101
+3,042
1123
$14.7M 0.01%
352,585
-4,510
1124
$14.7M 0.01%
656,506
+18,145
1125
$14.7M 0.01%
209,643
-2,704