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
$166B
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,577
New
Increased
Reduced
Closed

Top Sells

1 +$419M
2 +$364M
3 +$364M
4
IYE icon
iShares US Energy ETF
IYE
+$293M
5
QCOM icon
Qualcomm
QCOM
+$290M

Sector Composition

1 Technology 14.04%
2 Financials 13.47%
3 Healthcare 13.27%
4 Industrials 9.78%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$4.12M ﹤0.01%
45,710
-102,714
2002
$4.12M ﹤0.01%
204,400
-137,919
2003
$4.12M ﹤0.01%
96,138
-81,358
2004
$4.09M ﹤0.01%
+141,810
2005
$4.09M ﹤0.01%
52,118
+2,808
2006
$4.09M ﹤0.01%
390,338
-142,640
2007
$4.08M ﹤0.01%
238,037
+235,463
2008
$4.08M ﹤0.01%
84,887
+3,430
2009
$4.08M ﹤0.01%
309,761
-26,330
2010
$4.07M ﹤0.01%
410,966
+30,467
2011
$4.07M ﹤0.01%
324,353
-576,763
2012
$4.06M ﹤0.01%
256,582
+10,330
2013
$4.05M ﹤0.01%
33,476
+181
2014
$4.03M ﹤0.01%
140,320
+55,181
2015
$4.03M ﹤0.01%
387,722
-79,246
2016
$4.03M ﹤0.01%
111,851
+932
2017
$4.02M ﹤0.01%
316,360
+92,172
2018
$4.02M ﹤0.01%
105,747
-280
2019
$4.02M ﹤0.01%
96,040
-5,488
2020
$4.02M ﹤0.01%
89,012
+4,732
2021
$4.02M ﹤0.01%
318,168
+16,250
2022
$4.01M ﹤0.01%
178,056
-46,875
2023
$4M ﹤0.01%
81,884
+8,904
2024
$3.99M ﹤0.01%
219,700
+9,340
2025
$3.99M ﹤0.01%
245,218
-327,541