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
$167B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,973
New
Increased
Reduced
Closed

Top Buys

1 +$820M
2 +$387M
3 +$365M
4
JPM icon
JPMorgan Chase
JPM
+$317M
5
PG icon
Procter & Gamble
PG
+$298M

Top Sells

1 +$546M
2 +$485M
3 +$381M
4
GM icon
General Motors
GM
+$290M
5
T icon
AT&T
T
+$282M

Sector Composition

1 Technology 13.91%
2 Financials 13.88%
3 Healthcare 12.37%
4 Industrials 10.76%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$1.3M ﹤0.01%
76,680
-21
2477
$1.29M ﹤0.01%
35,014
+16,232
2478
$1.29M ﹤0.01%
13,044
-270
2479
$1.28M ﹤0.01%
44,460
-49,400
2480
$1.28M ﹤0.01%
134,323
+3,783
2481
$1.26M ﹤0.01%
275,268
+9,039
2482
$1.26M ﹤0.01%
13,808
+5,191
2483
$1.25M ﹤0.01%
62,630
-18,869
2484
$1.25M ﹤0.01%
62,999
-1,609
2485
$1.25M ﹤0.01%
51,360
+2,346
2486
$1.24M ﹤0.01%
34,316
+34,266
2487
$1.24M ﹤0.01%
49,022
+20,735
2488
$1.24M ﹤0.01%
54,131
+11,452
2489
$1.23M ﹤0.01%
+51,300
2490
$1.23M ﹤0.01%
75,126
+39,872
2491
$1.23M ﹤0.01%
101,606
-2,485
2492
$1.23M ﹤0.01%
73,708
+1,350
2493
$1.23M ﹤0.01%
54,399
-1,990
2494
$1.23M ﹤0.01%
71,715
+10,100
2495
$1.22M ﹤0.01%
200,155
-130,173
2496
$1.22M ﹤0.01%
58,477
+36,279
2497
$1.22M ﹤0.01%
122,356
+2,800
2498
$1.22M ﹤0.01%
141,300
-3,058
2499
$1.21M ﹤0.01%
30,352
-657
2500
$1.21M ﹤0.01%
50,747
-1,080