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
2101
$3.66M ﹤0.01%
59,191
+5,001
2102
$3.65M ﹤0.01%
197,981
-326,149
2103
$3.64M ﹤0.01%
397,613
+10,723
2104
$3.64M ﹤0.01%
98,164
+7,775
2105
$3.64M ﹤0.01%
66,728
+1,427
2106
$3.63M ﹤0.01%
23,740
-3,101
2107
$3.63M ﹤0.01%
63,070
-330
2108
$3.63M ﹤0.01%
145,695
+44,907
2109
$3.62M ﹤0.01%
709,173
+5,465
2110
$3.62M ﹤0.01%
116,929
+1,435
2111
$3.61M ﹤0.01%
75,383
+1,638
2112
$3.61M ﹤0.01%
116,624
+55,692
2113
$3.6M ﹤0.01%
99,431
+155
2114
$3.6M ﹤0.01%
65,213
-18,349
2115
$3.6M ﹤0.01%
81,812
+3,082
2116
$3.59M ﹤0.01%
245,466
-74,387
2117
$3.57M ﹤0.01%
125,607
+38,712
2118
$3.57M ﹤0.01%
349,214
-607,753
2119
$3.57M ﹤0.01%
124,126
-3,698
2120
$3.57M ﹤0.01%
187,313
-18,988
2121
$3.56M ﹤0.01%
96,175
-385,175
2122
$3.56M ﹤0.01%
45,715
-26,325
2123
$3.56M ﹤0.01%
317,655
+55,009
2124
$3.55M ﹤0.01%
43,693
-48,070
2125
$3.55M ﹤0.01%
355,265
-34,298