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
2826
$1.16M ﹤0.01%
24,091
+15,455
2827
$1.16M ﹤0.01%
77,584
-2,513
2828
$1.15M ﹤0.01%
234,086
+55,184
2829
$1.14M ﹤0.01%
160,256
-64,028
2830
$1.14M ﹤0.01%
69,757
+19,392
2831
$1.14M ﹤0.01%
17,806
-17,780
2832
$1.13M ﹤0.01%
25,000
-279
2833
$1.12M ﹤0.01%
155,114
-53,782
2834
$1.12M ﹤0.01%
33,058
+16,513
2835
$1.12M ﹤0.01%
112,210
+8,256
2836
$1.11M ﹤0.01%
78,180
-142,345
2837
$1.11M ﹤0.01%
37,863
-243,901
2838
$1.11M ﹤0.01%
143,743
+5,164
2839
$1.11M ﹤0.01%
6,080
-2,170
2840
$1.11M ﹤0.01%
28,323
+4,583
2841
$1.1M ﹤0.01%
145,486
+21,352
2842
$1.1M ﹤0.01%
49,560
+33,869
2843
$1.1M ﹤0.01%
252,364
-503
2844
$1.09M ﹤0.01%
184,493
+34,301
2845
$1.08M ﹤0.01%
+34,376
2846
$1.08M ﹤0.01%
23,785
-51,042
2847
$1.08M ﹤0.01%
344,144
+22,955
2848
$1.08M ﹤0.01%
82,603
-19,000
2849
$1.07M ﹤0.01%
239,243
+75,239
2850
$1.07M ﹤0.01%
18,003
+1,232