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
1301
$11.4M 0.01%
84,737
+3,968
1302
$11.3M 0.01%
441,847
+99,418
1303
$11.3M 0.01%
181,475
+105,235
1304
$11.3M 0.01%
421,354
-766,029
1305
$11.3M 0.01%
583,534
+205,598
1306
$11.3M 0.01%
174,055
+1,662
1307
$11.3M 0.01%
415,160
+268,291
1308
$11.3M 0.01%
256,240
+6,194
1309
$11.3M 0.01%
784,030
-71,323
1310
$11.3M 0.01%
145,559
+13,163
1311
$11.3M 0.01%
476,774
-144,910
1312
$11.3M 0.01%
439,639
-435,399
1313
$11.2M 0.01%
157,488
-21,965
1314
$11.2M 0.01%
+1,827,167
1315
$11.2M 0.01%
409,001
+19,019
1316
$11.2M 0.01%
456,915
-21,240
1317
$11.2M 0.01%
496,118
+300,118
1318
$11.2M 0.01%
301,164
+298,678
1319
$11.2M 0.01%
112,006
+1,134
1320
$11.2M 0.01%
257,022
-85,032
1321
$11.1M 0.01%
123,759
+12,019
1322
$11.1M 0.01%
59,972
+39,576
1323
$11.1M 0.01%
26,338
+15,395
1324
$11.1M 0.01%
235,345
-4,569
1325
$11.1M 0.01%
1,127,241
+43,369