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
3026
$553K ﹤0.01%
103,373
+5,519
3027
$553K ﹤0.01%
24,335
-795
3028
$552K ﹤0.01%
+25,746
3029
$549K ﹤0.01%
13,831
+1,074
3030
$549K ﹤0.01%
110,501
+26,838
3031
$548K ﹤0.01%
21,233
-3,768
3032
$548K ﹤0.01%
24,140
+2,010
3033
$547K ﹤0.01%
28,440
+10,164
3034
$545K ﹤0.01%
39,002
+14,390
3035
$544K ﹤0.01%
15,826
-128
3036
$544K ﹤0.01%
19,988
+6,376
3037
$542K ﹤0.01%
20,387
+4,561
3038
$541K ﹤0.01%
73,084
+170
3039
$539K ﹤0.01%
63,205
+369
3040
$537K ﹤0.01%
17,397
+619
3041
$537K ﹤0.01%
+20,560
3042
$536K ﹤0.01%
+29,752
3043
$532K ﹤0.01%
+26,619
3044
$532K ﹤0.01%
22,395
-3,051
3045
$530K ﹤0.01%
+17,173
3046
$525K ﹤0.01%
14,872
+6,643
3047
$521K ﹤0.01%
8,300
+2,227
3048
$521K ﹤0.01%
20,525
+1,495
3049
$519K ﹤0.01%
22,458
-29,943
3050
$519K ﹤0.01%
5,133
+2,397