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
$406B
AUM Growth
+$35.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,139
New
Increased
Reduced
Closed

Top Buys

1 +$601M
2 +$574M
3 +$429M
4
MO icon
Altria Group
MO
+$370M
5
WIX icon
WIX.com
WIX
+$294M

Top Sells

1 +$581M
2 +$465M
3 +$300M
4
BDX icon
Becton Dickinson
BDX
+$267M
5
UNH icon
UnitedHealth
UNH
+$265M

Sector Composition

1 Technology 25.1%
2 Financials 11.83%
3 Industrials 8.16%
4 Healthcare 7.52%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2926
$1.77M ﹤0.01%
50,225
-2,552
2927
$1.76M ﹤0.01%
202,819
-38,428
2928
$1.76M ﹤0.01%
81,495
-18,696
2929
$1.76M ﹤0.01%
75,445
-321,513
2930
$1.76M ﹤0.01%
164,023
-3,940
2931
$1.76M ﹤0.01%
119,656
-9,355
2932
$1.75M ﹤0.01%
201,727
+30,232
2933
$1.75M ﹤0.01%
53,698
+10,539
2934
$1.75M ﹤0.01%
44,751
-20,846
2935
$1.74M ﹤0.01%
87,112
+10,525
2936
$1.74M ﹤0.01%
266,905
+68,876
2937
$1.74M ﹤0.01%
52,252
+5,441
2938
$1.73M ﹤0.01%
+180,851
2939
$1.73M ﹤0.01%
114,181
+65,292
2940
$1.73M ﹤0.01%
44,002
+13,938
2941
$1.71M ﹤0.01%
217,313
+27,025
2942
$1.71M ﹤0.01%
75,794
+11,900
2943
$1.7M ﹤0.01%
145,600
+26,325
2944
$1.7M ﹤0.01%
63,632
-1,121
2945
$1.7M ﹤0.01%
56,022
+1,190
2946
$1.69M ﹤0.01%
143,777
+37,539
2947
$1.69M ﹤0.01%
217,375
+68,675
2948
$1.68M ﹤0.01%
38,288
-6,494
2949
$1.68M ﹤0.01%
81,396
-9,902
2950
$1.68M ﹤0.01%
53,898
+1,308