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
2626
$1.78M ﹤0.01%
33,483
-1,964
2627
$1.78M ﹤0.01%
8,480
-1,520
2628
$1.77M ﹤0.01%
68,410
+1,167
2629
$1.77M ﹤0.01%
64,471
-21,778
2630
$1.76M ﹤0.01%
230,329
-3,526
2631
$1.76M ﹤0.01%
81,931
+5,746
2632
$1.76M ﹤0.01%
1,355
-127
2633
$1.75M ﹤0.01%
91,012
+47,576
2634
$1.75M ﹤0.01%
238,711
+5,620
2635
$1.75M ﹤0.01%
+77,154
2636
$1.74M ﹤0.01%
+58,272
2637
$1.73M ﹤0.01%
56,314
+11,989
2638
$1.73M ﹤0.01%
53,565
-3,078
2639
$1.73M ﹤0.01%
100,272
+28,193
2640
$1.73M ﹤0.01%
84,820
+1,377
2641
$1.73M ﹤0.01%
108,779
-3,440
2642
$1.73M ﹤0.01%
235,991
+33,462
2643
$1.72M ﹤0.01%
56,970
-3,110
2644
$1.72M ﹤0.01%
46,380
+10,271
2645
$1.72M ﹤0.01%
89,501
+5,414
2646
$1.71M ﹤0.01%
567,871
-5,977
2647
$1.71M ﹤0.01%
74,320
-4,860
2648
$1.7M ﹤0.01%
234,118
+32,351
2649
$1.69M ﹤0.01%
86,213
+6,485
2650
$1.68M ﹤0.01%
160,426
+8,536