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
2451
$1.56M ﹤0.01%
27,764
+8,422
2452
$1.56M ﹤0.01%
41,929
2453
$1.55M ﹤0.01%
40,069
+1,271
2454
$1.55M ﹤0.01%
128,706
+50
2455
$1.54M ﹤0.01%
28,028
-4,910
2456
$1.53M ﹤0.01%
14,459
-1,069
2457
$1.53M ﹤0.01%
76,677
+11,018
2458
$1.52M ﹤0.01%
44,658
+39,836
2459
$1.52M ﹤0.01%
418,300
-459
2460
$1.52M ﹤0.01%
21,067
+958
2461
$1.52M ﹤0.01%
134,969
+35,498
2462
$1.52M ﹤0.01%
84,390
+4,434
2463
$1.52M ﹤0.01%
62,794
-678,048
2464
$1.52M ﹤0.01%
34,442
-27,315
2465
$1.51M ﹤0.01%
77,122
-743
2466
$1.51M ﹤0.01%
234,795
+8,837
2467
$1.51M ﹤0.01%
94,776
+10,135
2468
$1.5M ﹤0.01%
166,175
+165,785
2469
$1.5M ﹤0.01%
70,730
+31
2470
$1.49M ﹤0.01%
115,198
-223,810
2471
$1.48M ﹤0.01%
51,911
+1,091
2472
$1.47M ﹤0.01%
42,863
+5,488
2473
$1.47M ﹤0.01%
60,058
+41,980
2474
$1.47M ﹤0.01%
56,686
+56,586
2475
$1.47M ﹤0.01%
1,476
+334