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
$200B
AUM Growth
+$6.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,885
New
Increased
Reduced
Closed

Top Buys

1 +$487M
2 +$378M
3 +$372M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$364M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$360M

Top Sells

1 +$826M
2 +$417M
3 +$338M
4
NXPI icon
NXP Semiconductors
NXPI
+$319M
5
AAPL icon
Apple
AAPL
+$265M

Sector Composition

1 Technology 15.21%
2 Financials 14%
3 Healthcare 11.93%
4 Consumer Discretionary 9.08%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$10.8M 0.01%
279,428
+10,861
1477
$10.8M 0.01%
81,738
+48,757
1478
$10.8M 0.01%
269,152
+46,968
1479
$10.8M 0.01%
524,005
+108,200
1480
$10.8M 0.01%
417,388
+53,263
1481
$10.8M 0.01%
171,492
+24,458
1482
$10.8M 0.01%
684,149
+523,887
1483
$10.7M 0.01%
268,382
+13,271
1484
$10.7M 0.01%
424,997
-17,760
1485
$10.7M 0.01%
42
+1
1486
$10.7M 0.01%
308,569
+28,163
1487
$10.7M 0.01%
658,773
+44,052
1488
$10.7M 0.01%
1,222,769
-23,260
1489
$10.7M 0.01%
130,761
+45,711
1490
$10.7M 0.01%
584,282
+138,255
1491
$10.6M 0.01%
383,489
+55,068
1492
$10.6M 0.01%
278,020
+3,058
1493
$10.6M 0.01%
202,993
+62,041
1494
$10.6M 0.01%
189,712
+10,532
1495
$10.6M 0.01%
327,865
+1,663
1496
$10.6M 0.01%
140,240
-3,716
1497
$10.6M 0.01%
499,173
+72,482
1498
$10.5M 0.01%
500,177
+97,317
1499
$10.5M 0.01%
257,415
+136,839
1500
$10.5M 0.01%
418,306
-67,294