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
$144B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,923
New
Increased
Reduced
Closed

Top Buys

1 +$2.05B
2 +$2.01B
3 +$1.9B
4
AAPL icon
Apple
AAPL
+$1.87B
5
CVX icon
Chevron
CVX
+$1.61B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.15%
2 Technology 13.28%
3 Healthcare 12.1%
4 Industrials 10.88%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2851
$212K ﹤0.01%
+5,077
2852
$211K ﹤0.01%
+11,210
2853
$211K ﹤0.01%
+4,549
2854
$210K ﹤0.01%
+1,112
2855
$209K ﹤0.01%
+6,475
2856
$207K ﹤0.01%
+10,919
2857
$207K ﹤0.01%
+34,189
2858
$207K ﹤0.01%
+11,013
2859
$206K ﹤0.01%
+4,168
2860
$203K ﹤0.01%
+25,462
2861
$203K ﹤0.01%
+5,303
2862
$203K ﹤0.01%
+9,648
2863
$202K ﹤0.01%
+5,977
2864
$202K ﹤0.01%
+6,019
2865
$202K ﹤0.01%
+10,345
2866
$200K ﹤0.01%
+6,720
2867
$200K ﹤0.01%
+6,803
2868
$200K ﹤0.01%
+11,247
2869
$199K ﹤0.01%
+15,758
2870
$199K ﹤0.01%
+8,981
2871
$197K ﹤0.01%
+10,149
2872
$197K ﹤0.01%
+16,130
2873
$196K ﹤0.01%
+4,919
2874
$196K ﹤0.01%
+14,909
2875
$194K ﹤0.01%
+13,821