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
1226
$12.9M 0.01%
280,986
-39,096
1227
$12.9M 0.01%
379,248
+183,126
1228
$12.9M 0.01%
283,281
+33,955
1229
$12.9M 0.01%
397,654
-10,010
1230
$12.9M 0.01%
207,664
-4,528
1231
$12.9M 0.01%
135,325
-5,026
1232
$12.8M 0.01%
707,263
-239,947
1233
$12.8M 0.01%
197,519
-5,700
1234
$12.8M 0.01%
632,880
-388,040
1235
$12.8M 0.01%
292,897
-315,170
1236
$12.8M 0.01%
342,972
-34,561
1237
$12.8M 0.01%
448,994
-192,399
1238
$12.7M 0.01%
168,620
-160,591
1239
$12.7M 0.01%
200,907
-5,800
1240
$12.7M 0.01%
527,831
-159,212
1241
$12.7M 0.01%
379,482
-45,940
1242
$12.7M 0.01%
354,688
+350,200
1243
$12.7M 0.01%
160,233
-7,700
1244
$12.7M 0.01%
178,915
+2,230
1245
$12.6M 0.01%
153,756
+41,775
1246
$12.6M 0.01%
190,065
+8,590
1247
$12.6M 0.01%
287,735
+19,550
1248
$12.6M 0.01%
467,800
-14,957
1249
$12.6M 0.01%
461,486
-21,526
1250
$12.6M 0.01%
13,548
+6,024