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
$183B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,154
New
Increased
Reduced
Closed

Top Buys

1 +$450M
2 +$423M
3 +$328M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$289M
5
COST icon
Costco
COST
+$271M

Top Sells

1 +$306M
2 +$271M
3 +$262M
4
BMY icon
Bristol-Myers Squibb
BMY
+$258M
5
PSA icon
Public Storage
PSA
+$217M

Sector Composition

1 Technology 15.18%
2 Financials 14.8%
3 Healthcare 11.77%
4 Industrials 8.71%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2776
$1.06M ﹤0.01%
42,540
+10,198
2777
$1.06M ﹤0.01%
57,139
+12,336
2778
$1.06M ﹤0.01%
55,780
-3,240
2779
$1.05M ﹤0.01%
15,977
+189
2780
$1.04M ﹤0.01%
43,295
-16,593
2781
$1.04M ﹤0.01%
23,248
-22,364
2782
$1.04M ﹤0.01%
144,860
-384
2783
$1.03M ﹤0.01%
+55,808
2784
$1.03M ﹤0.01%
69,036
+35,658
2785
$1.03M ﹤0.01%
31,817
-121,305
2786
$1.03M ﹤0.01%
41,240
+18,002
2787
$1.02M ﹤0.01%
76,546
-5,907
2788
$1.02M ﹤0.01%
56,199
-12,265
2789
$1.02M ﹤0.01%
44,101
+3,048
2790
$1.02M ﹤0.01%
41,280
-1,122
2791
$1.02M ﹤0.01%
63,789
+898
2792
$1.01M ﹤0.01%
39,590
-57,730
2793
$1.01M ﹤0.01%
43,987
-816
2794
$1.01M ﹤0.01%
20,140
+3,766
2795
$1.01M ﹤0.01%
75,572
+9,517
2796
$1M ﹤0.01%
+42,380
2797
$996K ﹤0.01%
50,104
+1,265
2798
$994K ﹤0.01%
22,326
-11,169
2799
$993K ﹤0.01%
+48,574
2800
$985K ﹤0.01%
49,308
+1,468