Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.18%
 

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
+26.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172B
AUM Growth
+$5.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,410
New
Increased
Reduced
Closed

Top Buys

1 +$499M
2 +$328M
3 +$285M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$283M
5
TWTR
Twitter, Inc.
TWTR
+$275M

Sector Composition

1 Technology 14.14%
2 Financials 13.78%
3 Healthcare 13.65%
4 Industrials 9.85%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$14.2M 0.01%
224,550
-6,662
1152
$14.2M 0.01%
826,022
-717,153
1153
$14.2M 0.01%
588,737
+63,823
1154
$14.2M 0.01%
763,119
-60,376
1155
$14.2M 0.01%
244,710
+18,525
1156
$14.2M 0.01%
204,000
-5,643
1157
$14.2M 0.01%
207,157
+17,916
1158
$14.1M 0.01%
283,460
+236,720
1159
$14.1M 0.01%
2,078,990
+16,910
1160
$14.1M 0.01%
1,797,335
+293,650
1161
$14.1M 0.01%
759,432
-162,756
1162
$14.1M 0.01%
2,462,589
+40,830
1163
$14.1M 0.01%
206,449
-4,305
1164
$14.1M 0.01%
264,502
+18,212
1165
$14.1M 0.01%
257,855
-90,625
1166
$14M 0.01%
223,747
+3,572
1167
$14M 0.01%
356,190
+4,600
1168
$14M 0.01%
754,835
+24,246
1169
$14M 0.01%
493,104
-3,072
1170
$14M 0.01%
1,056,774
-64,656
1171
$13.9M 0.01%
1,160,854
+571,347
1172
$13.9M 0.01%
538,446
+7,076
1173
$13.9M 0.01%
33,964
+1,735
1174
$13.9M 0.01%
471,417
+6,380
1175
$13.8M 0.01%
403,641
-7,175