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
2251
$2.56M ﹤0.01%
113,604
+43,730
2252
$2.54M ﹤0.01%
317,245
+33,549
2253
$2.54M ﹤0.01%
184,588
+100,755
2254
$2.54M ﹤0.01%
212,420
-159,893
2255
$2.54M ﹤0.01%
97,939
2256
$2.53M ﹤0.01%
92,227
-70,200
2257
$2.53M ﹤0.01%
223,239
+15,540
2258
$2.53M ﹤0.01%
41,360
-1,231
2259
$2.51M ﹤0.01%
92,278
-6,798
2260
$2.51M ﹤0.01%
169,874
+16,311
2261
$2.49M ﹤0.01%
54,163
+2,001
2262
$2.49M ﹤0.01%
44,992
+266
2263
$2.48M ﹤0.01%
+98,831
2264
$2.48M ﹤0.01%
208,910
-68,918
2265
$2.48M ﹤0.01%
51,942
+1,138
2266
$2.47M ﹤0.01%
27,277
+852
2267
$2.46M ﹤0.01%
170,252
-1,252
2268
$2.46M ﹤0.01%
165,688
+62,236
2269
$2.46M ﹤0.01%
146,297
2270
$2.46M ﹤0.01%
182,587
-3,384
2271
$2.45M ﹤0.01%
54,947
+1,000
2272
$2.45M ﹤0.01%
69,097
+28,607
2273
$2.44M ﹤0.01%
1,276,502
-5,285
2274
$2.44M ﹤0.01%
58,429
+1,966
2275
$2.43M ﹤0.01%
5,233
+5,189