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
1201
$13.5M 0.01%
249,181
+1,712
1202
$13.5M 0.01%
197,113
-7,750
1203
$13.5M 0.01%
251,535
-10,056
1204
$13.4M 0.01%
6,987
+6,985
1205
$13.4M 0.01%
1,079,821
-19,561
1206
$13.4M 0.01%
574,191
+16,883
1207
$13.4M 0.01%
239,715
-9,244
1208
$13.4M 0.01%
548,159
-135,782
1209
$13.3M 0.01%
284,443
-17,901
1210
$13.3M 0.01%
238,384
-7,839
1211
$13.3M 0.01%
213,527
+63,312
1212
$13.3M 0.01%
318,288
+198,548
1213
$13.3M 0.01%
547,355
+51,237
1214
$13.3M 0.01%
477,845
+1,957
1215
$13.2M 0.01%
1,399,662
+118,405
1216
$13.2M 0.01%
86,479
-14,886
1217
$13.2M 0.01%
4,948,558
-11,383,153
1218
$13.2M 0.01%
240,213
-14,103
1219
$13.2M 0.01%
277,959
-14,298
1220
$13.2M 0.01%
175,650
+82,738
1221
$13.2M 0.01%
141,773
+180
1222
$13.1M 0.01%
266,487
-37,775
1223
$13.1M 0.01%
453,586
-2,168,815
1224
$13.1M 0.01%
562,437
+90,252
1225
$13M 0.01%
41,150
+2,000