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
$167B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,973
New
Increased
Reduced
Closed

Top Buys

1 +$820M
2 +$387M
3 +$365M
4
JPM icon
JPMorgan Chase
JPM
+$317M
5
PG icon
Procter & Gamble
PG
+$298M

Top Sells

1 +$546M
2 +$485M
3 +$381M
4
GM icon
General Motors
GM
+$290M
5
T icon
AT&T
T
+$282M

Sector Composition

1 Technology 13.91%
2 Financials 13.88%
3 Healthcare 12.37%
4 Industrials 10.76%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$206K ﹤0.01%
8,542
+268
3002
$205K ﹤0.01%
2,782
-39,363
3003
$205K ﹤0.01%
5,837
+3,877
3004
$202K ﹤0.01%
9,249
-1,694
3005
$202K ﹤0.01%
+27,614
3006
$201K ﹤0.01%
7,872
-50,162
3007
$200K ﹤0.01%
8,327
-1,585
3008
$199K ﹤0.01%
5,010
3009
$197K ﹤0.01%
5,021
+289
3010
$196K ﹤0.01%
12,351
-288
3011
$196K ﹤0.01%
7,647
+4,447
3012
$195K ﹤0.01%
4,690
+305
3013
$194K ﹤0.01%
6,643
3014
$194K ﹤0.01%
19,425
-483
3015
$193K ﹤0.01%
1,808
+37
3016
$193K ﹤0.01%
38,386
+937
3017
$193K ﹤0.01%
4,132
+2,130
3018
$192K ﹤0.01%
8,822
-154
3019
$192K ﹤0.01%
10,345
+8,910
3020
$192K ﹤0.01%
7,448
3021
$192K ﹤0.01%
12,151
+392
3022
$191K ﹤0.01%
45,533
+14,432
3023
$190K ﹤0.01%
3,760
+2,793
3024
$189K ﹤0.01%
37,076
+11,445
3025
$189K ﹤0.01%
10,744
+6,179