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
2651
$2.13M ﹤0.01%
205,818
+84,315
2652
$2.12M ﹤0.01%
105,301
-2,219
2653
$2.11M ﹤0.01%
78,980
-92,785
2654
$2.11M ﹤0.01%
110,557
-118,575
2655
$2.11M ﹤0.01%
134,211
+34,080
2656
$2.11M ﹤0.01%
39,991
+23,889
2657
$2.11M ﹤0.01%
323,407
+15,940
2658
$2.11M ﹤0.01%
266,181
-85,883
2659
$2.1M ﹤0.01%
55,354
-555
2660
$2.1M ﹤0.01%
72,044
+2,753
2661
$2.09M ﹤0.01%
54,703
-4,405
2662
$2.09M ﹤0.01%
165,413
-543,423
2663
$2.09M ﹤0.01%
134,964
+4,071
2664
$2.09M ﹤0.01%
48,012
-106,835
2665
$2.09M ﹤0.01%
86,594
+14,035
2666
$2.08M ﹤0.01%
104,085
+32,303
2667
$2.08M ﹤0.01%
+47,125
2668
$2.07M ﹤0.01%
19,030
+23
2669
$2.07M ﹤0.01%
99,713
-981
2670
$2.07M ﹤0.01%
3,885
-1,531
2671
$2.07M ﹤0.01%
36,310
-7,719
2672
$2.07M ﹤0.01%
68,595
+54,302
2673
$2.07M ﹤0.01%
120,769
+9,267
2674
$2.07M ﹤0.01%
512,760
+10,880
2675
$2.07M ﹤0.01%
96,250
-1,920