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
1126
$14.7M 0.01%
503,018
-122,352
1127
$14.6M 0.01%
335,171
-53,010
1128
$14.6M 0.01%
1,022,463
+929,209
1129
$14.6M 0.01%
339,281
+27,216
1130
$14.6M 0.01%
755,932
+209,392
1131
$14.5M 0.01%
269,458
-6,055
1132
$14.5M 0.01%
1,375,726
-198,990
1133
$14.5M 0.01%
621
-162
1134
$14.5M 0.01%
304,262
+32,699
1135
$14.4M 0.01%
1,210,161
+1,207,246
1136
$14.4M 0.01%
519,179
+51,593
1137
$14.4M 0.01%
235,634
+1,693
1138
$14.3M 0.01%
823,495
-148,332
1139
$14.3M 0.01%
745,411
-102,281
1140
$14.3M 0.01%
816,171
+81,353
1141
$14.3M 0.01%
433,420
-201,594
1142
$14.3M 0.01%
118,056
-41,811
1143
$14.2M 0.01%
440,397
-17,569
1144
$14.2M 0.01%
31,681
+7,883
1145
$14.2M 0.01%
2,421,759
-10,189
1146
$14.2M 0.01%
319,181
-9,732
1147
$14.2M 0.01%
456,431
+411,595
1148
$14.2M 0.01%
997,897
+442,155
1149
$14.1M 0.01%
49,550
+10,841
1150
$14.1M 0.01%
57,149
+500