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
2576
$1.94M ﹤0.01%
104,975
-22,937
2577
$1.93M ﹤0.01%
151,642
+2,642
2578
$1.93M ﹤0.01%
152,409
-2,388
2579
$1.92M ﹤0.01%
56,445
-1,770
2580
$1.92M ﹤0.01%
227,463
+18,237
2581
$1.92M ﹤0.01%
512,279
-31,619
2582
$1.92M ﹤0.01%
78,957
-9,564
2583
$1.91M ﹤0.01%
95,641
-16,149
2584
$1.91M ﹤0.01%
155,264
+11,305
2585
$1.9M ﹤0.01%
20,843
-48,634
2586
$1.9M ﹤0.01%
123,253
-1,187
2587
$1.9M ﹤0.01%
92,409
+1,059
2588
$1.9M ﹤0.01%
62,694
+7,567
2589
$1.9M ﹤0.01%
545,990
-22,005
2590
$1.89M ﹤0.01%
43,709
-8,020
2591
$1.89M ﹤0.01%
22,148
-4,185
2592
$1.89M ﹤0.01%
149,708
-21,211
2593
$1.89M ﹤0.01%
43,000
+28,646
2594
$1.89M ﹤0.01%
80,794
+12,398
2595
$1.89M ﹤0.01%
154,802
-15,625
2596
$1.88M ﹤0.01%
88,686
+3,638
2597
$1.87M ﹤0.01%
37,996
-7,201
2598
$1.86M ﹤0.01%
+144,585
2599
$1.86M ﹤0.01%
140,637
+2,719
2600
$1.86M ﹤0.01%
97,642
-1,220