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
1726
$6.87M ﹤0.01%
162,416
+4,791
1727
$6.84M ﹤0.01%
122,835
-176,586
1728
$6.84M ﹤0.01%
297,480
+162,445
1729
$6.83M ﹤0.01%
165,619
-1,184
1730
$6.83M ﹤0.01%
289,927
-10,701
1731
$6.83M ﹤0.01%
169,799
-32,215
1732
$6.82M ﹤0.01%
119,935
-35,109
1733
$6.81M ﹤0.01%
248,268
+29,304
1734
$6.8M ﹤0.01%
204,710
+6,481
1735
$6.79M ﹤0.01%
155,877
+1,894
1736
$6.78M ﹤0.01%
206,632
+16,591
1737
$6.78M ﹤0.01%
277,855
+6,517
1738
$6.77M ﹤0.01%
376,699
+259,305
1739
$6.77M ﹤0.01%
93,607
-10,344
1740
$6.76M ﹤0.01%
173,234
-17,156
1741
$6.74M ﹤0.01%
347,781
-2,155
1742
$6.74M ﹤0.01%
374,448
+63,348
1743
$6.73M ﹤0.01%
153,040
-1,334,026
1744
$6.71M ﹤0.01%
266,550
+263,230
1745
$6.71M ﹤0.01%
22,831
-1,504
1746
$6.7M ﹤0.01%
473,264
+75,691
1747
$6.7M ﹤0.01%
171,694
+4,371
1748
$6.68M ﹤0.01%
25,307
+2,761
1749
$6.68M ﹤0.01%
43,105
-25,329
1750
$6.66M ﹤0.01%
581,761
+103,864