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
1851
$5.63M ﹤0.01%
51,040
+5,580
1852
$5.62M ﹤0.01%
192,262
+34,810
1853
$5.62M ﹤0.01%
175,728
+39,557
1854
$5.62M ﹤0.01%
124,867
+3,201
1855
$5.61M ﹤0.01%
287,052
+22,315
1856
$5.61M ﹤0.01%
111,416
-1,272
1857
$5.6M ﹤0.01%
312,537
-348,395
1858
$5.59M ﹤0.01%
136,594
-206,938
1859
$5.58M ﹤0.01%
757,137
+228,641
1860
$5.58M ﹤0.01%
151,948
+151,847
1861
$5.55M ﹤0.01%
81,806
+885
1862
$5.55M ﹤0.01%
253,801
+49,245
1863
$5.53M ﹤0.01%
196,750
+981
1864
$5.52M ﹤0.01%
283,572
-482,709
1865
$5.5M ﹤0.01%
352,506
+50,327
1866
$5.48M ﹤0.01%
120,525
-12,009
1867
$5.47M ﹤0.01%
406,442
-6,303
1868
$5.43M ﹤0.01%
169,163
+505
1869
$5.42M ﹤0.01%
206,920
-11,827
1870
$5.4M ﹤0.01%
640,426
+189,006
1871
$5.37M ﹤0.01%
240,713
-22,405
1872
$5.36M ﹤0.01%
256,645
-7,894
1873
$5.35M ﹤0.01%
108,432
+102,152
1874
$5.35M ﹤0.01%
5,538
+149
1875
$5.35M ﹤0.01%
129,876
-1,783