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
2726
$449K ﹤0.01%
39,120
+37,782
2727
$443K ﹤0.01%
8,310
+1,923
2728
$441K ﹤0.01%
4,676
+178
2729
$441K ﹤0.01%
8,418
+97
2730
$441K ﹤0.01%
7,153
+576
2731
$437K ﹤0.01%
+1,424
2732
$436K ﹤0.01%
6,330
+115
2733
$435K ﹤0.01%
7,433
-784
2734
$433K ﹤0.01%
20,846
+9,196
2735
$433K ﹤0.01%
22,198
-1,470,547
2736
$433K ﹤0.01%
30,072
+27,430
2737
$432K ﹤0.01%
10,334
+3,159
2738
$430K ﹤0.01%
8,436
-171
2739
$429K ﹤0.01%
10,361
-295,310
2740
$428K ﹤0.01%
22,030
+20,603
2741
$425K ﹤0.01%
55,090
-8,222
2742
$425K ﹤0.01%
14,748
+2,016
2743
$425K ﹤0.01%
20,049
+3,844
2744
$424K ﹤0.01%
33,615
+2,703
2745
$421K ﹤0.01%
15,510
+9,210
2746
$421K ﹤0.01%
8,041
+773
2747
$420K ﹤0.01%
38,567
-9,687
2748
$420K ﹤0.01%
8,472
-2,490
2749
$417K ﹤0.01%
9,618
+4,686
2750
$415K ﹤0.01%
11,700
-2,832