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
1376
$10.7M 0.01%
286,301
+5,104
1377
$10.7M 0.01%
365,953
+214,025
1378
$10.7M 0.01%
348,937
-204
1379
$10.7M 0.01%
1,624,500
+33,200
1380
$10.6M 0.01%
1,096,045
+120,693
1381
$10.6M 0.01%
497,112
-8,099
1382
$10.6M 0.01%
346,121
+7,000
1383
$10.6M 0.01%
620,535
+202,109
1384
$10.6M 0.01%
508,988
-9,877
1385
$10.5M 0.01%
373,394
-10,938
1386
$10.5M 0.01%
264,323
+56,872
1387
$10.5M 0.01%
1,495,822
+59,318
1388
$10.5M 0.01%
175,200
+20,500
1389
$10.5M 0.01%
553,876
+231,696
1390
$10.5M 0.01%
201,507
-7,372
1391
$10.5M 0.01%
110,351
+58,587
1392
$10.4M 0.01%
40,887
-132,643
1393
$10.4M 0.01%
1,519,112
+29,990
1394
$10.4M 0.01%
173,000
+19,000
1395
$10.4M 0.01%
198,459
+1,915
1396
$10.4M 0.01%
189,185
+3,012
1397
$10.4M 0.01%
204,915
-3,713
1398
$10.4M 0.01%
550,103
+12,680
1399
$10.3M 0.01%
599,264
-21,975
1400
$10.3M 0.01%
1,146,673
-578,606