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
1401
$9.98M 0.01%
627,897
+12,953
1402
$9.98M 0.01%
202,555
+13,825
1403
$9.95M 0.01%
144,013
+11,698
1404
$9.93M 0.01%
326,032
+3,102
1405
$9.92M 0.01%
915,633
-54,443
1406
$9.91M 0.01%
326,540
-298,089
1407
$9.88M 0.01%
3,998,308
+1,118,100
1408
$9.87M 0.01%
370,322
-634,900
1409
$9.86M 0.01%
1,384,055
-526,405
1410
$9.85M 0.01%
246,223
+61,080
1411
$9.83M 0.01%
753,315
+47,312
1412
$9.8M 0.01%
88,600
+2,657
1413
$9.8M 0.01%
33,533
+7,433
1414
$9.79M 0.01%
485,846
-70,910
1415
$9.79M 0.01%
77,286
-18,584
1416
$9.79M 0.01%
156,969
+8,892
1417
$9.79M 0.01%
176,685
+386
1418
$9.76M 0.01%
422,806
-206,664
1419
$9.75M 0.01%
308,298
+186,180
1420
$9.74M 0.01%
141,593
-19,420
1421
$9.69M 0.01%
176,595
+19,764
1422
$9.69M 0.01%
282,234
-146,247
1423
$9.69M 0.01%
872,855
-3,889
1424
$9.66M 0.01%
976,683
+103,516
1425
$9.64M 0.01%
246,314
+10,106