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
2151
$3.38M ﹤0.01%
26,892
+11,688
2152
$3.38M ﹤0.01%
72,632
+341
2153
$3.37M ﹤0.01%
164,414
-22,267
2154
$3.37M ﹤0.01%
80,708
-13,425
2155
$3.36M ﹤0.01%
+770,275
2156
$3.35M ﹤0.01%
90,094
+6,534
2157
$3.34M ﹤0.01%
171,390
+154,148
2158
$3.33M ﹤0.01%
245,025
+36,115
2159
$3.33M ﹤0.01%
203,992
+75,286
2160
$3.33M ﹤0.01%
138,548
+138,192
2161
$3.32M ﹤0.01%
117,584
+2,061
2162
$3.32M ﹤0.01%
123,207
+3,813
2163
$3.31M ﹤0.01%
35,112
+7,835
2164
$3.31M ﹤0.01%
84,771
+3,219
2165
$3.31M ﹤0.01%
59,765
+475
2166
$3.3M ﹤0.01%
117,251
-79,718
2167
$3.29M ﹤0.01%
65,030
+1,292
2168
$3.29M ﹤0.01%
86,427
-480
2169
$3.28M ﹤0.01%
50,673
-1,356
2170
$3.27M ﹤0.01%
218,213
+440
2171
$3.27M ﹤0.01%
35,926
+442
2172
$3.25M ﹤0.01%
7,720
+379
2173
$3.24M ﹤0.01%
336,084
-25,131
2174
$3.23M ﹤0.01%
38,862
-79,194
2175
$3.23M ﹤0.01%
69,194
+31,125