Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

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
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233B
AUM Growth
+$43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,829
New
Increased
Reduced
Closed

Top Sells

1 +$385M
2 +$294M
3 +$258M
4
WFC icon
Wells Fargo
WFC
+$251M
5
C icon
Citigroup
C
+$236M

Sector Composition

1 Technology 23.56%
2 Healthcare 12.1%
3 Financials 10.73%
4 Consumer Discretionary 8.24%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$2.03M ﹤0.01%
111,441
-21,342
2552
$2.03M ﹤0.01%
98,159
+29,453
2553
$2.03M ﹤0.01%
33,379
-9,628
2554
$2.02M ﹤0.01%
85,228
-3,330
2555
$2.02M ﹤0.01%
101,071
+34,789
2556
$2.02M ﹤0.01%
281,478
-80,576
2557
$2.02M ﹤0.01%
58,398
+36,423
2558
$2.02M ﹤0.01%
124,654
+3,133
2559
$2.02M ﹤0.01%
157,206
-12,512
2560
$2.01M ﹤0.01%
144,428
+10,884
2561
$2.01M ﹤0.01%
136,828
-43,635
2562
$2.01M ﹤0.01%
125,607
-28,875
2563
$2.01M ﹤0.01%
348,615
+121,126
2564
$1.99M ﹤0.01%
199,618
-22,333
2565
$1.99M ﹤0.01%
21,901
-12,763
2566
$1.99M ﹤0.01%
275,089
-62,934
2567
$1.99M ﹤0.01%
78,278
+1,648
2568
$1.99M ﹤0.01%
121,267
+9,524
2569
$1.98M ﹤0.01%
23,555
-5,822
2570
$1.97M ﹤0.01%
123,852
+29,921
2571
$1.97M ﹤0.01%
36,874
-971
2572
$1.97M ﹤0.01%
43,731
+926
2573
$1.97M ﹤0.01%
81,940
+26,085
2574
$1.96M ﹤0.01%
262,683
+139,733
2575
$1.96M ﹤0.01%
117,793
-11,817