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
1451
$9.35M 0.01%
287,351
+6,687
1452
$9.34M 0.01%
167,499
+32,526
1453
$9.26M 0.01%
226,999
-22,041
1454
$9.24M 0.01%
1,080,092
-995,171
1455
$9.24M 0.01%
196,544
+11,239
1456
$9.24M 0.01%
408,425
+41,655
1457
$9.23M 0.01%
453,610
-121,622
1458
$9.22M 0.01%
411,089
-9,418
1459
$9.18M 0.01%
106,266
+50,440
1460
$9.18M 0.01%
111,981
+3,648
1461
$9.16M 0.01%
192,425
-13,197
1462
$9.14M 0.01%
172,094
+24,569
1463
$9.14M 0.01%
103,896
+1,518
1464
$9.12M 0.01%
364,418
-7,517
1465
$9.12M 0.01%
339,121
+3,780
1466
$9.12M 0.01%
186,173
+9,329
1467
$9.09M 0.01%
98,817
+22,189
1468
$9.09M 0.01%
384,332
-6,080
1469
$9.07M 0.01%
1,126,661
-124,970
1470
$9.04M 0.01%
633,113
-14,942
1471
$9.03M 0.01%
291,488
+249,525
1472
$9.02M 0.01%
363,306
-4,786
1473
$9.01M 0.01%
1,281,257
+515,849
1474
$9M 0.01%
66,701
-1,220
1475
$8.99M 0.01%
894,685
-15,482