Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.2%
 

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
+26.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171B
AUM Growth
+$3.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,034
New
Increased
Reduced
Closed

Top Buys

1 +$585M
2 +$500M
3 +$394M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$390M
5
ATVI
Activision Blizzard
ATVI
+$345M

Sector Composition

1 Technology 14.6%
2 Healthcare 14.37%
3 Financials 12.83%
4 Consumer Discretionary 8.87%
5 Industrials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$4.58M ﹤0.01%
85,088
+3,664
1927
$4.57M ﹤0.01%
175,680
-328,894
1928
$4.57M ﹤0.01%
148,588
+13,820
1929
$4.56M ﹤0.01%
305,586
+105,644
1930
$4.55M ﹤0.01%
292,038
-75,235
1931
$4.55M ﹤0.01%
194,370
-128,275
1932
$4.54M ﹤0.01%
120,546
+62,154
1933
$4.54M ﹤0.01%
358,420
-25,935
1934
$4.54M ﹤0.01%
819,133
-16,700
1935
$4.53M ﹤0.01%
319,995
-27,160,380
1936
$4.53M ﹤0.01%
92,308
-877
1937
$4.51M ﹤0.01%
183,748
+20,240
1938
$4.51M ﹤0.01%
107,146
-276
1939
$4.51M ﹤0.01%
49,716
+4,093
1940
$4.5M ﹤0.01%
357,009
-33,663
1941
$4.49M ﹤0.01%
369,569
-68,359
1942
$4.49M ﹤0.01%
582,953
-104,627
1943
$4.48M ﹤0.01%
114,416
+70,078
1944
$4.47M ﹤0.01%
223,812
+17,992
1945
$4.47M ﹤0.01%
279,598
+6,186
1946
$4.47M ﹤0.01%
874,339
-18,000
1947
$4.47M ﹤0.01%
100,747
+20,492
1948
$4.45M ﹤0.01%
+90,090
1949
$4.44M ﹤0.01%
122,840
+482
1950
$4.43M ﹤0.01%
125,986
-36,744