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
3001
$595K ﹤0.01%
11,798
+4,592
3002
$594K ﹤0.01%
21,605
-373
3003
$594K ﹤0.01%
13,311
-32,542
3004
$593K ﹤0.01%
10,584
+1,044
3005
$593K ﹤0.01%
15,734
-15,620
3006
$593K ﹤0.01%
21,192
+1,772
3007
$591K ﹤0.01%
25,722
-4,021
3008
$589K ﹤0.01%
40,558
-3,046
3009
$588K ﹤0.01%
8,039
+1,420
3010
$587K ﹤0.01%
34,495
+2,360
3011
$584K ﹤0.01%
4,395
-24,197
3012
$581K ﹤0.01%
21,594
+3,438
3013
$580K ﹤0.01%
+2,664
3014
$576K ﹤0.01%
75,419
-19,225
3015
$575K ﹤0.01%
30,400
+320
3016
$571K ﹤0.01%
16,614
-70
3017
$569K ﹤0.01%
+29,410
3018
$569K ﹤0.01%
11,339
-215
3019
$564K ﹤0.01%
67,547
+22,558
3020
$563K ﹤0.01%
+24,757
3021
$561K ﹤0.01%
22,106
-1,104
3022
$559K ﹤0.01%
+16,956
3023
$558K ﹤0.01%
21,562
-200
3024
$554K ﹤0.01%
26,220
+1,738
3025
$554K ﹤0.01%
126,797
+490