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
2601
$1.86M ﹤0.01%
40,184
-2,908
2602
$1.85M ﹤0.01%
133,808
-5,265
2603
$1.85M ﹤0.01%
32,687
+9,408
2604
$1.85M ﹤0.01%
86,904
-4,530
2605
$1.85M ﹤0.01%
1,704,840
+371,172
2606
$1.84M ﹤0.01%
124,874
+41,870
2607
$1.84M ﹤0.01%
131,392
+1,101
2608
$1.84M ﹤0.01%
81,917
-1,671
2609
$1.84M ﹤0.01%
101,403
-13,508
2610
$1.83M ﹤0.01%
47,767
-15,225
2611
$1.82M ﹤0.01%
64,470
+1,996
2612
$1.82M ﹤0.01%
218,466
+15,684
2613
$1.82M ﹤0.01%
2,186,651
+108,600
2614
$1.82M ﹤0.01%
14,880
-1,494
2615
$1.82M ﹤0.01%
133,765
+94,829
2616
$1.81M ﹤0.01%
+100,679
2617
$1.81M ﹤0.01%
+35,710
2618
$1.81M ﹤0.01%
52,026
+39,150
2619
$1.8M ﹤0.01%
65,760
+5,029
2620
$1.8M ﹤0.01%
188,827
-140,241
2621
$1.8M ﹤0.01%
26,118
+583
2622
$1.79M ﹤0.01%
115,609
-9,948
2623
$1.79M ﹤0.01%
51,434
+39,976
2624
$1.78M ﹤0.01%
117,675
-68,899
2625
$1.78M ﹤0.01%
32,610
+29