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
$200B
AUM Growth
+$6.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,885
New
Increased
Reduced
Closed

Top Buys

1 +$487M
2 +$378M
3 +$372M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$364M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$360M

Top Sells

1 +$826M
2 +$417M
3 +$338M
4
NXPI icon
NXP Semiconductors
NXPI
+$319M
5
AAPL icon
Apple
AAPL
+$265M

Sector Composition

1 Technology 15.21%
2 Financials 14%
3 Healthcare 11.93%
4 Consumer Discretionary 9.08%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$17.9M 0.01%
332,270
-566
1102
$17.9M 0.01%
294,486
+5,602
1103
$17.9M 0.01%
266,062
+91,072
1104
$17.9M 0.01%
261,658
+59,520
1105
$17.9M 0.01%
405,236
+91,829
1106
$17.8M 0.01%
245,735
-13,828
1107
$17.8M 0.01%
231,163
+18,432
1108
$17.8M 0.01%
519,490
+284,734
1109
$17.8M 0.01%
219,812
+3,832
1110
$17.7M 0.01%
2,204,141
+177,540
1111
$17.7M 0.01%
428,211
+51,240
1112
$17.7M 0.01%
532,052
+16,590
1113
$17.7M 0.01%
127,336
+3,809
1114
$17.7M 0.01%
296,181
+45,742
1115
$17.7M 0.01%
817,310
-127,352
1116
$17.6M 0.01%
438,763
+164,301
1117
$17.6M 0.01%
356,998
+268,670
1118
$17.6M 0.01%
164,839
+4,618
1119
$17.6M 0.01%
386,535
+25,323
1120
$17.6M 0.01%
280,174
-474,689
1121
$17.5M 0.01%
293,173
-3,946
1122
$17.5M 0.01%
954,503
-206,119
1123
$17.5M 0.01%
158,843
-7,310
1124
$17.5M 0.01%
340,570
+2,899
1125
$17.5M 0.01%
347,858
-30,535