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
2076
$3.63M ﹤0.01%
420,086
-121,430
2077
$3.62M ﹤0.01%
199,962
+42,271
2078
$3.61M ﹤0.01%
97,110
-728
2079
$3.61M ﹤0.01%
191,992
+67,442
2080
$3.61M ﹤0.01%
295,785
+295,605
2081
$3.6M ﹤0.01%
353,758
-329,842
2082
$3.58M ﹤0.01%
85,150
+25,700
2083
$3.57M ﹤0.01%
52,923
-56,869
2084
$3.57M ﹤0.01%
563,094
-7,470
2085
$3.56M ﹤0.01%
87,067
-4,484
2086
$3.56M ﹤0.01%
292,985
+22,162
2087
$3.55M ﹤0.01%
444,528
-3,278
2088
$3.54M ﹤0.01%
60,817
+23,792
2089
$3.54M ﹤0.01%
315,572
+12,271
2090
$3.54M ﹤0.01%
348,002
+23,025
2091
$3.52M ﹤0.01%
99,276
+259
2092
$3.51M ﹤0.01%
468,513
-43,076
2093
$3.51M ﹤0.01%
113,530
+2,922
2094
$3.5M ﹤0.01%
100,053
+653
2095
$3.5M ﹤0.01%
69,902
+1,139
2096
$3.49M ﹤0.01%
58,329
+8,899
2097
$3.49M ﹤0.01%
703,708
-13,267
2098
$3.49M ﹤0.01%
44,759
-168,555
2099
$3.49M ﹤0.01%
119,990
+119,556
2100
$3.47M ﹤0.01%
112,763
-4,351