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
2426
$1.95M ﹤0.01%
110,772
+40,561
2427
$1.94M ﹤0.01%
51,861
-54,490
2428
$1.94M ﹤0.01%
87,965
+83,792
2429
$1.94M ﹤0.01%
207,521
+46,740
2430
$1.93M ﹤0.01%
250,168
+47,209
2431
$1.92M ﹤0.01%
134,194
+73,549
2432
$1.92M ﹤0.01%
186,895
+12,980
2433
$1.92M ﹤0.01%
184,752
+157,638
2434
$1.92M ﹤0.01%
74,593
-2,145
2435
$1.91M ﹤0.01%
52,907
+996
2436
$1.9M ﹤0.01%
50,141
-8,012
2437
$1.89M ﹤0.01%
48,082
+370
2438
$1.88M ﹤0.01%
20,511
-8,958
2439
$1.87M ﹤0.01%
273,443
+4,796
2440
$1.86M ﹤0.01%
75,681
+6,843
2441
$1.86M ﹤0.01%
135,642
-215,557
2442
$1.86M ﹤0.01%
85,728
+1,338
2443
$1.85M ﹤0.01%
119,917
-633,398
2444
$1.85M ﹤0.01%
265,141
+3,957
2445
$1.84M ﹤0.01%
252,975
+199,983
2446
$1.84M ﹤0.01%
43,453
+1,123
2447
$1.84M ﹤0.01%
87,611
+52,960
2448
$1.83M ﹤0.01%
87,972
+43,319
2449
$1.82M ﹤0.01%
17,185
+8,192
2450
$1.82M ﹤0.01%
124,646
+1,245