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
2301
$2.31M ﹤0.01%
252,551
-24,000
2302
$2.31M ﹤0.01%
62,566
+29,123
2303
$2.3M ﹤0.01%
16,076
+1,729
2304
$2.29M ﹤0.01%
108,724
-24,696
2305
$2.28M ﹤0.01%
165,815
+165,615
2306
$2.28M ﹤0.01%
103,353
+23,030
2307
$2.28M ﹤0.01%
50,022
2308
$2.27M ﹤0.01%
38,795
+5,119
2309
$2.27M ﹤0.01%
86,895
+4,935
2310
$2.26M ﹤0.01%
150,923
+4,786
2311
$2.25M ﹤0.01%
60,744
-1,636,663
2312
$2.24M ﹤0.01%
188,682
-5,300
2313
$2.24M ﹤0.01%
72,275
+8,717
2314
$2.24M ﹤0.01%
84,168
-4,112
2315
$2.23M ﹤0.01%
274,108
+40,338
2316
$2.22M ﹤0.01%
140,165
+2,310
2317
$2.21M ﹤0.01%
34,219
-73,044
2318
$2.2M ﹤0.01%
171,905
+167,922
2319
$2.2M ﹤0.01%
40,327
-61,731
2320
$2.19M ﹤0.01%
82,897
-656
2321
$2.19M ﹤0.01%
24,855
+20,828
2322
$2.19M ﹤0.01%
49,324
+5,045
2323
$2.18M ﹤0.01%
86,810
+17,919
2324
$2.17M ﹤0.01%
457,345
+24,484
2325
$2.17M ﹤0.01%
16,892
-1,936