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
1701
$7.06M ﹤0.01%
39,709
+11,025
1702
$7.06M ﹤0.01%
275,538
+6,000
1703
$7.06M ﹤0.01%
231,160
+3,772
1704
$7.06M ﹤0.01%
765,761
+81,524
1705
$7.04M ﹤0.01%
111,224
-33,797
1706
$7.04M ﹤0.01%
403,049
+97,560
1707
$7.04M ﹤0.01%
247,975
+18,395
1708
$7.04M ﹤0.01%
432,778
-90,138
1709
$7.03M ﹤0.01%
415,060
-104,270
1710
$7.03M ﹤0.01%
2,014,670
+39,540
1711
$7.03M ﹤0.01%
438,394
+6,954
1712
$7.02M ﹤0.01%
115,622
-73,339
1713
$7.01M ﹤0.01%
53,036
-712
1714
$7.01M ﹤0.01%
82,726
+17,081
1715
$6.99M ﹤0.01%
1,459,946
+2,500
1716
$6.98M ﹤0.01%
415,901
+18,542
1717
$6.98M ﹤0.01%
461,802
+9,400
1718
$6.96M ﹤0.01%
1,348,262
-1,659
1719
$6.95M ﹤0.01%
674,131
-561,713
1720
$6.94M ﹤0.01%
158,267
-49,277
1721
$6.92M ﹤0.01%
151,588
+65,014
1722
$6.92M ﹤0.01%
181,442
-36,246
1723
$6.91M ﹤0.01%
163,105
+10,421
1724
$6.9M ﹤0.01%
115,369
-10,000
1725
$6.89M ﹤0.01%
153,762
+33,289