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
2076
$3.82M ﹤0.01%
149,672
+62,862
2077
$3.82M ﹤0.01%
319,787
+7,630
2078
$3.82M ﹤0.01%
128,668
+1,968
2079
$3.82M ﹤0.01%
75,515
-5,244
2080
$3.81M ﹤0.01%
223,945
+33,390
2081
$3.8M ﹤0.01%
85,283
-12,947
2082
$3.8M ﹤0.01%
161,645
+9,191
2083
$3.79M ﹤0.01%
102,864
+20,548
2084
$3.79M ﹤0.01%
201,704
+1,742
2085
$3.79M ﹤0.01%
169,559
-2,457
2086
$3.77M ﹤0.01%
253,444
+69,070
2087
$3.77M ﹤0.01%
145,310
+5,900
2088
$3.76M ﹤0.01%
137,724
+31,616
2089
$3.76M ﹤0.01%
137,445
-24,955
2090
$3.75M ﹤0.01%
40,443
+1,723
2091
$3.74M ﹤0.01%
101,220
-5,112,710
2092
$3.73M ﹤0.01%
108,280
+1,320
2093
$3.73M ﹤0.01%
280,650
+24,077
2094
$3.73M ﹤0.01%
390,371
-17,084
2095
$3.71M ﹤0.01%
73,452
+1,292
2096
$3.7M ﹤0.01%
95,707
-10,040
2097
$3.7M ﹤0.01%
68,330
+5,995
2098
$3.7M ﹤0.01%
29,324
+3,018
2099
$3.69M ﹤0.01%
86,196
-317,257
2100
$3.67M ﹤0.01%
533,655
-27,303