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
1601
$7.62M ﹤0.01%
94,416
-55,738
1602
$7.62M ﹤0.01%
170,204
+562
1603
$7.61M ﹤0.01%
581,140
-24
1604
$7.6M ﹤0.01%
146,127
-4,462
1605
$7.6M ﹤0.01%
159,287
-67,821
1606
$7.6M ﹤0.01%
24,335
+6,809
1607
$7.59M ﹤0.01%
99,738
-4,076
1608
$7.58M ﹤0.01%
323,652
-17,165
1609
$7.57M ﹤0.01%
209,386
-295,654
1610
$7.56M ﹤0.01%
603,136
+54,009
1611
$7.53M ﹤0.01%
615,383
+137,764
1612
$7.53M ﹤0.01%
1,490,109
+14,430
1613
$7.51M ﹤0.01%
80,268
+7,886
1614
$7.5M ﹤0.01%
191,988
+187
1615
$7.5M ﹤0.01%
880,954
-169,027
1616
$7.5M ﹤0.01%
217,688
-871
1617
$7.47M ﹤0.01%
241,644
+7,092
1618
$7.47M ﹤0.01%
351,915
-779,085
1619
$7.46M ﹤0.01%
257,078
+47,303
1620
$7.45M ﹤0.01%
244,943
+53,771
1621
$7.44M ﹤0.01%
506,104
+106,548
1622
$7.44M ﹤0.01%
514,488
+83,980
1623
$7.42M ﹤0.01%
1,457,446
1624
$7.41M ﹤0.01%
194,646
+192,194
1625
$7.39M ﹤0.01%
44,219
+3,466