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
$223B
AUM Growth
+$5.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,836
New
Increased
Reduced
Closed

Top Buys

1 +$489M
2 +$314M
3 +$305M
4
DOW icon
Dow Inc
DOW
+$299M
5
AZO icon
AutoZone
AZO
+$239M

Top Sells

1 +$306M
2 +$291M
3 +$289M
4
MSFT icon
Microsoft
MSFT
+$269M
5
JNJ icon
Johnson & Johnson
JNJ
+$239M

Sector Composition

1 Technology 18.35%
2 Financials 12.97%
3 Healthcare 11.29%
4 Industrials 8.47%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$2.3M ﹤0.01%
87,684
+1,900
2602
$2.3M ﹤0.01%
+103,769
2603
$2.29M ﹤0.01%
291,400
-50,035
2604
$2.29M ﹤0.01%
+92,777
2605
$2.29M ﹤0.01%
159,768
-1,531
2606
$2.29M ﹤0.01%
8,516
-285
2607
$2.28M ﹤0.01%
195,203
+28,409
2608
$2.28M ﹤0.01%
16,914
+1,196
2609
$2.28M ﹤0.01%
23,401
-2,603
2610
$2.28M ﹤0.01%
126,890
+44,590
2611
$2.28M ﹤0.01%
211,443
-2,770
2612
$2.27M ﹤0.01%
113,004
+67,835
2613
$2.27M ﹤0.01%
48,901
-9,570
2614
$2.26M ﹤0.01%
38,525
+15,289
2615
$2.26M ﹤0.01%
351,367
-51,972
2616
$2.25M ﹤0.01%
227,299
+65,018
2617
$2.25M ﹤0.01%
26,664
-415
2618
$2.23M ﹤0.01%
88,170
+40,112
2619
$2.23M ﹤0.01%
61,326
-4,716
2620
$2.23M ﹤0.01%
112,584
-8,535
2621
$2.23M ﹤0.01%
478,603
-245,842
2622
$2.22M ﹤0.01%
68,065
+12,131
2623
$2.22M ﹤0.01%
78,128
+5,623
2624
$2.21M ﹤0.01%
85,042
+1,173
2625
$2.21M ﹤0.01%
49,011
-49,915