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
2001
$4.34M ﹤0.01%
123,959
+25,662
2002
$4.34M ﹤0.01%
38,512
+379
2003
$4.33M ﹤0.01%
178,831
2004
$4.32M ﹤0.01%
186,264
-41,896
2005
$4.28M ﹤0.01%
277,377
+2,189
2006
$4.28M ﹤0.01%
252,494
+18,002
2007
$4.28M ﹤0.01%
89,279
-631
2008
$4.27M ﹤0.01%
389,529
-21,437
2009
$4.26M ﹤0.01%
45,445
-1,005
2010
$4.25M ﹤0.01%
175,900
+175,625
2011
$4.25M ﹤0.01%
315,554
+5,793
2012
$4.25M ﹤0.01%
99,942
-142,467
2013
$4.25M ﹤0.01%
57,173
-1,156
2014
$4.25M ﹤0.01%
496,271
-159,841
2015
$4.24M ﹤0.01%
56,622
+1,618
2016
$4.24M ﹤0.01%
255,348
-65,752
2017
$4.24M ﹤0.01%
569,918
+2,915
2018
$4.23M ﹤0.01%
62,916
-8,023
2019
$4.22M ﹤0.01%
83,494
+18,663
2020
$4.22M ﹤0.01%
53,072
+149
2021
$4.21M ﹤0.01%
387,100
+153,950
2022
$4.21M ﹤0.01%
85,958
+14,911
2023
$4.2M ﹤0.01%
76,248
+15,431
2024
$4.2M ﹤0.01%
76,764
-812
2025
$4.19M ﹤0.01%
138,605
+418