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
1551
$8.49M ﹤0.01%
245,518
+3,250
1552
$8.49M ﹤0.01%
123,361
+12,357
1553
$8.47M ﹤0.01%
548,127
+252,257
1554
$8.46M ﹤0.01%
372,322
-373,089
1555
$8.46M ﹤0.01%
106,744
+21,360
1556
$8.44M ﹤0.01%
227,010
+43,266
1557
$8.41M ﹤0.01%
+160,094
1558
$8.4M ﹤0.01%
162,544
-11,551
1559
$8.39M ﹤0.01%
286,067
-393
1560
$8.38M ﹤0.01%
458,160
-85,157
1561
$8.38M ﹤0.01%
521,366
+15,262
1562
$8.37M ﹤0.01%
404,353
-222,166
1563
$8.36M ﹤0.01%
197,284
+20,586
1564
$8.35M ﹤0.01%
244,780
-14,662
1565
$8.34M ﹤0.01%
482,656
+459
1566
$8.33M ﹤0.01%
143,350
-19,643
1567
$8.33M ﹤0.01%
357,045
-14,163
1568
$8.32M ﹤0.01%
177,607
-16,072
1569
$8.32M ﹤0.01%
419,163
+83,529
1570
$8.31M ﹤0.01%
201,706
-66,742
1571
$8.31M ﹤0.01%
248,109
-8,046
1572
$8.3M ﹤0.01%
212,536
-49,104
1573
$8.3M ﹤0.01%
462,262
-137,211
1574
$8.29M ﹤0.01%
108,145
-10,443
1575
$8.28M ﹤0.01%
546,595
-3,984