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
2926
$719K ﹤0.01%
107,700
+10,013
2927
$719K ﹤0.01%
+45,350
2928
$718K ﹤0.01%
5,796
+186
2929
$716K ﹤0.01%
17,550
+4,016
2930
$713K ﹤0.01%
10,205
-1,553
2931
$713K ﹤0.01%
20,249
-111,223
2932
$711K ﹤0.01%
60,284
-196
2933
$708K ﹤0.01%
26,183
-467
2934
$704K ﹤0.01%
+15,589
2935
$704K ﹤0.01%
10,343
-646
2936
$703K ﹤0.01%
26,111
+287
2937
$702K ﹤0.01%
15,529
+4,781
2938
$701K ﹤0.01%
14,843
+981
2939
$700K ﹤0.01%
10,905
+87
2940
$700K ﹤0.01%
+15,479
2941
$698K ﹤0.01%
48,846
-17,861
2942
$693K ﹤0.01%
67,727
-8,112
2943
$687K ﹤0.01%
151,364
-760
2944
$687K ﹤0.01%
27,903
-3,376
2945
$685K ﹤0.01%
27,794
-3,616
2946
$685K ﹤0.01%
56,163
+2,574
2947
$684K ﹤0.01%
33,664
+3,745
2948
$683K ﹤0.01%
49,049
-188
2949
$679K ﹤0.01%
26,410
+14,156
2950
$678K ﹤0.01%
180,294
+2,055