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
1551
$8.26M 0.01%
108,354
-905
1552
$8.26M 0.01%
141,778
+980
1553
$8.26M 0.01%
145,717
-264
1554
$8.25M 0.01%
146,124
-44,746
1555
$8.23M 0.01%
66,532
+1,564
1556
$8.23M ﹤0.01%
159,553
+125,473
1557
$8.21M ﹤0.01%
896,454
+528,668
1558
$8.2M ﹤0.01%
436,795
+53,790
1559
$8.19M ﹤0.01%
242,707
-12,915
1560
$8.18M ﹤0.01%
518,865
-133,577
1561
$8.17M ﹤0.01%
548,344
+95,573
1562
$8.15M ﹤0.01%
252,192
+20,298
1563
$8.12M ﹤0.01%
523,487
+55,909
1564
$8.12M ﹤0.01%
259,674
+105,489
1565
$8.11M ﹤0.01%
213,651
+15,996
1566
$8.1M ﹤0.01%
1,620,650
+42,415
1567
$8.07M ﹤0.01%
759,131
-570,338
1568
$8.06M ﹤0.01%
504,848
+249,409
1569
$8.05M ﹤0.01%
215,976
+2,765
1570
$8.04M ﹤0.01%
132,043
+18,434
1571
$8.02M ﹤0.01%
711,284
-161
1572
$8.02M ﹤0.01%
290,620
-10,265
1573
$7.95M ﹤0.01%
962,300
+278,735
1574
$7.94M ﹤0.01%
364,408
+10,217
1575
$7.92M ﹤0.01%
492,556
+4,892