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
$241B
AUM Growth
+$17.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1 +$430M
2 +$415M
3 +$234M
4
MDT icon
Medtronic
MDT
+$224M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$202M

Top Sells

1 +$448M
2 +$375M
3 +$272M
4
NKE icon
Nike
NKE
+$250M
5
GD icon
General Dynamics
GD
+$248M

Sector Composition

1 Technology 19.98%
2 Financials 13.01%
3 Healthcare 11.2%
4 Industrials 8.15%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$2.83M ﹤0.01%
201,236
+113,024
2502
$2.83M ﹤0.01%
89,961
+26,961
2503
$2.83M ﹤0.01%
353,864
+23,147
2504
$2.83M ﹤0.01%
269,752
-6,645
2505
$2.82M ﹤0.01%
256,349
-29,302
2506
$2.82M ﹤0.01%
164,627
-6,388
2507
$2.8M ﹤0.01%
14,803
+897
2508
$2.8M ﹤0.01%
197,712
-8,554
2509
$2.8M ﹤0.01%
46,726
+39,106
2510
$2.78M ﹤0.01%
19,372
+8,581
2511
$2.77M ﹤0.01%
53,494
-42,395
2512
$2.77M ﹤0.01%
32,871
-1,607
2513
$2.77M ﹤0.01%
+135,345
2514
$2.76M ﹤0.01%
+82,306
2515
$2.76M ﹤0.01%
44,821
-915
2516
$2.76M ﹤0.01%
240,636
+25,121
2517
$2.76M ﹤0.01%
533,394
+49,232
2518
$2.76M ﹤0.01%
295,026
-101,245
2519
$2.75M ﹤0.01%
266,843
-37,815
2520
$2.75M ﹤0.01%
26,584
+12,264
2521
$2.74M ﹤0.01%
1,889,651
+62,900
2522
$2.74M ﹤0.01%
589,701
+555,709
2523
$2.73M ﹤0.01%
33,487
+1,116
2524
$2.72M ﹤0.01%
+75,849
2525
$2.72M ﹤0.01%
101,101
+52,860