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
1901
$5.16M ﹤0.01%
903,712
-72,971
1902
$5.15M ﹤0.01%
443,150
-12,153
1903
$5.14M ﹤0.01%
103,752
+2,841
1904
$5.12M ﹤0.01%
366,930
+182,342
1905
$5.12M ﹤0.01%
275,375
+18,793
1906
$5.12M ﹤0.01%
165,713
+70,703
1907
$5.11M ﹤0.01%
202,928
+45,325
1908
$5.11M ﹤0.01%
127,315
-7,235
1909
$5.1M ﹤0.01%
93,960
-2,178
1910
$5.1M ﹤0.01%
40,629
+6,765
1911
$5.09M ﹤0.01%
234,703
-663
1912
$5.09M ﹤0.01%
133,852
+55,365
1913
$5.08M ﹤0.01%
94,215
+91,871
1914
$5.08M ﹤0.01%
190,664
-180,548
1915
$5.07M ﹤0.01%
352,532
+2,548
1916
$5.07M ﹤0.01%
193,902
+1,819
1917
$5.07M ﹤0.01%
78,157
-24,900
1918
$5.06M ﹤0.01%
+69,663
1919
$5.06M ﹤0.01%
692,598
-557,849
1920
$5.05M ﹤0.01%
205,774
+3,915
1921
$5.05M ﹤0.01%
1,823,447
-3,720
1922
$5.03M ﹤0.01%
35,349
+12,449
1923
$5.02M ﹤0.01%
580,962
-299,992
1924
$5.01M ﹤0.01%
197,557
+6,403
1925
$5.01M ﹤0.01%
81,188
+29,034