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
2501
$1.21M ﹤0.01%
+113,679
2502
$1.2M ﹤0.01%
79,167
-49,431
2503
$1.2M ﹤0.01%
8,805
-8,643
2504
$1.2M ﹤0.01%
27,321
+940
2505
$1.19M ﹤0.01%
39,971
-7,753
2506
$1.19M ﹤0.01%
58,394
-1,312
2507
$1.19M ﹤0.01%
29,213
-632
2508
$1.17M ﹤0.01%
2,969
-64
2509
$1.17M ﹤0.01%
57,166
-389,933
2510
$1.17M ﹤0.01%
34,304
-10,503
2511
$1.16M ﹤0.01%
42,345
+42,335
2512
$1.16M ﹤0.01%
42,608
+29,823
2513
$1.16M ﹤0.01%
+136,974
2514
$1.15M ﹤0.01%
77,404
+72,540
2515
$1.15M ﹤0.01%
81,176
+11,258
2516
$1.15M ﹤0.01%
130,780
+49,540
2517
$1.14M ﹤0.01%
205,100
+201,301
2518
$1.14M ﹤0.01%
78,180
-1,535
2519
$1.14M ﹤0.01%
75,043
+74,503
2520
$1.12M ﹤0.01%
60,513
+1,289
2521
$1.12M ﹤0.01%
8,396
-10,952
2522
$1.12M ﹤0.01%
8,029
-174
2523
$1.12M ﹤0.01%
38,681
-32,221
2524
$1.11M ﹤0.01%
117,535
+2,791
2525
$1.11M ﹤0.01%
69,040
+29,928