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
2726
$1.4M ﹤0.01%
+32,662
2727
$1.4M ﹤0.01%
+12,056
2728
$1.39M ﹤0.01%
25,338
-2,207
2729
$1.39M ﹤0.01%
217,551
-8,196
2730
$1.38M ﹤0.01%
74,851
-27,521
2731
$1.38M ﹤0.01%
116,044
+8,854
2732
$1.38M ﹤0.01%
46,650
-77,043
2733
$1.38M ﹤0.01%
57,190
-25,957
2734
$1.37M ﹤0.01%
35,589
-8,961
2735
$1.37M ﹤0.01%
153,882
+129,118
2736
$1.36M ﹤0.01%
133,823
+3,573
2737
$1.36M ﹤0.01%
101,895
+87,464
2738
$1.36M ﹤0.01%
44,262
-13,418
2739
$1.36M ﹤0.01%
291,648
+54,749
2740
$1.36M ﹤0.01%
182,977
-12,294
2741
$1.36M ﹤0.01%
62,503
-20,125
2742
$1.36M ﹤0.01%
53,230
+4,214
2743
$1.35M ﹤0.01%
24,296
+2,489
2744
$1.35M ﹤0.01%
91,443
-3,065
2745
$1.35M ﹤0.01%
98,266
+17,411
2746
$1.35M ﹤0.01%
75,894
+25,314
2747
$1.34M ﹤0.01%
107,159
+3,257
2748
$1.34M ﹤0.01%
91,240
-6,950
2749
$1.33M ﹤0.01%
39,498
-1,895
2750
$1.33M ﹤0.01%
4,862
-1,634