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
2201
$3.1M ﹤0.01%
14,674
+414
2202
$3.1M ﹤0.01%
188,432
+5,799
2203
$3.07M ﹤0.01%
93,886
+3,975
2204
$3.05M ﹤0.01%
236,643
-42,867
2205
$3.05M ﹤0.01%
278,629
-59,220
2206
$3.05M ﹤0.01%
23,101
+6,209
2207
$3.04M ﹤0.01%
127,084
+9,752
2208
$3.04M ﹤0.01%
64,424
+63,771
2209
$3.04M ﹤0.01%
76,593
+44,099
2210
$3.03M ﹤0.01%
87,065
+1,013
2211
$3.03M ﹤0.01%
149,950
-9,540
2212
$3.02M ﹤0.01%
53,465
+28,860
2213
$3.01M ﹤0.01%
+50,396
2214
$3.01M ﹤0.01%
151,737
+2,198
2215
$3.01M ﹤0.01%
48,726
+41,723
2216
$3M ﹤0.01%
136,071
-41,520
2217
$2.99M ﹤0.01%
64,442
+29,582
2218
$2.99M ﹤0.01%
187,277
+2,150
2219
$2.98M ﹤0.01%
133,497
-9,969
2220
$2.98M ﹤0.01%
324,499
+6,331
2221
$2.97M ﹤0.01%
242,415
+135,687
2222
$2.96M ﹤0.01%
61,183
+943
2223
$2.96M ﹤0.01%
118,943
+116,988
2224
$2.94M ﹤0.01%
68,406
+22,935
2225
$2.93M ﹤0.01%
260,850
+8,299