Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.2%
 

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
+26.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,189
New
Increased
Reduced
Closed

Top Buys

1 +$810M
2 +$745M
3 +$671M
4
BA icon
Boeing
BA
+$390M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$361M

Top Sells

1 +$784M
2 +$532M
3 +$491M
4
AMZN icon
Amazon
AMZN
+$438M
5
NEM icon
Newmont
NEM
+$399M

Sector Composition

1 Technology 24.72%
2 Financials 11.26%
3 Healthcare 8.31%
4 Industrials 8.23%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$2.62M ﹤0.01%
30,828
+1,453
2702
$2.6M ﹤0.01%
231,037
-37,312
2703
$2.6M ﹤0.01%
90,627
-75,390
2704
$2.58M ﹤0.01%
136,690
-103,385
2705
$2.57M ﹤0.01%
64,540
-6,141
2706
$2.57M ﹤0.01%
39,895
+2,348
2707
$2.57M ﹤0.01%
111,395
-115,045
2708
$2.57M ﹤0.01%
138,874
+15,465
2709
$2.57M ﹤0.01%
308,427
-34,205
2710
$2.56M ﹤0.01%
211,171
-3,324
2711
$2.56M ﹤0.01%
192,522
-32,656
2712
$2.56M ﹤0.01%
119,922
-43,402
2713
$2.55M ﹤0.01%
76,365
-96,445
2714
$2.55M ﹤0.01%
15,018
+1,974
2715
$2.54M ﹤0.01%
277,565
+53,675
2716
$2.54M ﹤0.01%
168,899
-124,139
2717
$2.52M ﹤0.01%
79,269
-68,745
2718
$2.52M ﹤0.01%
105,157
+4,676
2719
$2.51M ﹤0.01%
441,518
-7,683
2720
$2.51M ﹤0.01%
109,445
-42,549
2721
$2.51M ﹤0.01%
565,618
-32,584
2722
$2.5M ﹤0.01%
144,123
-12,122
2723
$2.5M ﹤0.01%
142,632
+25,017
2724
$2.49M ﹤0.01%
214,500
-125
2725
$2.49M ﹤0.01%
73,271
+14,560