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
$241B
AUM Growth
+$17.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1 +$470M
2 +$421M
3 +$241M
4
MDT icon
Medtronic
MDT
+$231M
5
VFC icon
VF Corp
VFC
+$214M

Top Sells

1 +$450M
2 +$389M
3 +$271M
4
NKE icon
Nike
NKE
+$268M
5
SCHW icon
Charles Schwab
SCHW
+$257M

Sector Composition

1 Technology 19.98%
2 Financials 13.01%
3 Healthcare 11.2%
4 Industrials 8.15%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2826
$1.47M ﹤0.01%
36,497
-4,486
2827
$1.47M ﹤0.01%
35,148
-24,982
2828
$1.47M ﹤0.01%
36,715
+4,265
2829
$1.46M ﹤0.01%
42,428
+4,331
2830
$1.46M ﹤0.01%
109,451
+6,933
2831
$1.46M ﹤0.01%
52,669
+25,065
2832
$1.45M ﹤0.01%
41,957
+11,630
2833
$1.45M ﹤0.01%
106,181
+77,524
2834
$1.45M ﹤0.01%
46,800
+10,200
2835
$1.44M ﹤0.01%
22,366
-1,452,553
2836
$1.44M ﹤0.01%
68,668
+11,181
2837
$1.44M ﹤0.01%
24,913
+4,736
2838
$1.44M ﹤0.01%
69,442
+2,180
2839
$1.44M ﹤0.01%
67,801
-32,547
2840
$1.43M ﹤0.01%
106,277
+7,900
2841
$1.43M ﹤0.01%
95,713
+6,706
2842
$1.43M ﹤0.01%
25,977
-5,769
2843
$1.43M ﹤0.01%
70,302
-1,945
2844
$1.43M ﹤0.01%
146,223
-5,095
2845
$1.43M ﹤0.01%
81,361
+53,109
2846
$1.43M ﹤0.01%
81,286
2847
$1.42M ﹤0.01%
46,978
-3,506
2848
$1.42M ﹤0.01%
66,271
+20,352
2849
$1.42M ﹤0.01%
8,555
-5,679
2850
$1.42M ﹤0.01%
112,834
+8,886