Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.18%
 

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
+26.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,334
New
Increased
Reduced
Closed

Top Buys

1 +$322M
2 +$314M
3 +$312M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$235M
5
JNJ icon
Johnson & Johnson
JNJ
+$234M

Top Sells

1 +$414M
2 +$314M
3 +$253M
4
ETN icon
Eaton
ETN
+$240M
5
GEN icon
Gen Digital
GEN
+$234M

Sector Composition

1 Financials 14.61%
2 Technology 13.84%
3 Healthcare 12.26%
4 Industrials 10.88%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$499K ﹤0.01%
4,824
-213,426
2702
$493K ﹤0.01%
16,950
+2,170
2703
$492K ﹤0.01%
20,471
+6,833
2704
$491K ﹤0.01%
7,296
+100
2705
$490K ﹤0.01%
13,372
+10,279
2706
$490K ﹤0.01%
15,883
+3,055
2707
$487K ﹤0.01%
17,529
+7,578
2708
$485K ﹤0.01%
18,258
+1,154
2709
$485K ﹤0.01%
28,183
+2,878
2710
$482K ﹤0.01%
7,818
+4,123
2711
$475K ﹤0.01%
36,228
-984
2712
$475K ﹤0.01%
+23,654
2713
$474K ﹤0.01%
38,230
-50,515
2714
$474K ﹤0.01%
8,970
+3,045
2715
$471K ﹤0.01%
10,644
-151
2716
$470K ﹤0.01%
65,450
+24,435
2717
$469K ﹤0.01%
26,749
-4,999
2718
$467K ﹤0.01%
27,270
+7,959
2719
$465K ﹤0.01%
20,236
+8
2720
$457K ﹤0.01%
35,447
-4,036
2721
$457K ﹤0.01%
133,050
-29,485
2722
$452K ﹤0.01%
6,644
-12,809
2723
$451K ﹤0.01%
10,464
+386
2724
$451K ﹤0.01%
9,693
-57
2725
$449K ﹤0.01%
16,240
+522