Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

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
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241B
AUM Growth
+$17.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1 +$470M
2 +$421M
3 +$241M
4
MDT icon
Medtronic
MDT
+$231M
5
VFC icon
VF Corp
VFC
+$214M

Top Sells

1 +$450M
2 +$389M
3 +$271M
4
NKE icon
Nike
NKE
+$268M
5
SCHW icon
Charles Schwab
SCHW
+$257M

Sector Composition

1 Technology 19.98%
2 Financials 13.01%
3 Healthcare 11.2%
4 Industrials 8.15%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$883K ﹤0.01%
90,190
-1,601
3052
$882K ﹤0.01%
9,007
-98
3053
$876K ﹤0.01%
48,421
+1,301
3054
$873K ﹤0.01%
17,869
-119
3055
$871K ﹤0.01%
58,955
-12,860
3056
$870K ﹤0.01%
29,285
-4,306
3057
$868K ﹤0.01%
+12,424
3058
$868K ﹤0.01%
24,851
+3,121
3059
$867K ﹤0.01%
138,731
+119,722
3060
$866K ﹤0.01%
107,231
+12,237
3061
$865K ﹤0.01%
+32,784
3062
$863K ﹤0.01%
16,861
-448
3063
$862K ﹤0.01%
14,452
-140,473
3064
$861K ﹤0.01%
+38,875
3065
$855K ﹤0.01%
73,637
+46,818
3066
$852K ﹤0.01%
15,370
+9,021
3067
$851K ﹤0.01%
15,452
+775
3068
$851K ﹤0.01%
76,255
+10,120
3069
$850K ﹤0.01%
39,576
-2,291
3070
$849K ﹤0.01%
61,022
-9,200
3071
$847K ﹤0.01%
181,615
-13,919
3072
$846K ﹤0.01%
23,342
+7,807
3073
$844K ﹤0.01%
46,482
+2,859
3074
$844K ﹤0.01%
+35,900
3075
$835K ﹤0.01%
88,300
+8,800