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
1776
$6.39M ﹤0.01%
128,060
+5,481
1777
$6.36M ﹤0.01%
130,754
+1,677
1778
$6.35M ﹤0.01%
374,694
-4,416
1779
$6.35M ﹤0.01%
142,583
+803
1780
$6.34M ﹤0.01%
870,997
+161,896
1781
$6.33M ﹤0.01%
106,734
-3,308
1782
$6.3M ﹤0.01%
101,994
+6,205
1783
$6.3M ﹤0.01%
349,982
+3,524
1784
$6.3M ﹤0.01%
135,777
-5,638
1785
$6.3M ﹤0.01%
108,408
-10,998
1786
$6.27M ﹤0.01%
171,693
+1,913
1787
$6.26M ﹤0.01%
227,004
-141,721
1788
$6.25M ﹤0.01%
527,436
+10,500
1789
$6.24M ﹤0.01%
31,115
-13,104
1790
$6.23M ﹤0.01%
122,013
+10,162
1791
$6.22M ﹤0.01%
150,827
-707
1792
$6.22M ﹤0.01%
249,110
-9,702
1793
$6.21M ﹤0.01%
387,724
+28,730
1794
$6.19M ﹤0.01%
4,333
-766
1795
$6.18M ﹤0.01%
+286,097
1796
$6.18M ﹤0.01%
14,910
+1,127
1797
$6.18M ﹤0.01%
350,389
-241
1798
$6.16M ﹤0.01%
207,958
-2,833
1799
$6.14M ﹤0.01%
790,241
-15,577
1800
$6.14M ﹤0.01%
290,417
-3,650