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
$233B
AUM Growth
+$43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,829
New
Increased
Reduced
Closed

Top Sells

1 +$385M
2 +$294M
3 +$258M
4
WFC icon
Wells Fargo
WFC
+$251M
5
C icon
Citigroup
C
+$236M

Sector Composition

1 Technology 23.56%
2 Healthcare 12.1%
3 Financials 10.73%
4 Consumer Discretionary 8.24%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$653K ﹤0.01%
11,058
+1,098
3052
$653K ﹤0.01%
3,774
-11,142
3053
$652K ﹤0.01%
64,532
+2,898
3054
$651K ﹤0.01%
4,264
-688
3055
$651K ﹤0.01%
73,137
+27,949
3056
$649K ﹤0.01%
10,045
+4,281
3057
$647K ﹤0.01%
24,131
-855
3058
$646K ﹤0.01%
+7,036
3059
$646K ﹤0.01%
227,554
-206,995
3060
$645K ﹤0.01%
37,387
-3,137
3061
$644K ﹤0.01%
29,485
+441
3062
$642K ﹤0.01%
27,628
+3,215
3063
$639K ﹤0.01%
15,504
+1,047
3064
$638K ﹤0.01%
12,200
-1,050
3065
$638K ﹤0.01%
25,176
-554
3066
$637K ﹤0.01%
31,540
-4,227
3067
$635K ﹤0.01%
71,727
-8,233
3068
$633K ﹤0.01%
43,390
-7,470
3069
$632K ﹤0.01%
43,908
+7,307
3070
$632K ﹤0.01%
13,263
-1,080
3071
$630K ﹤0.01%
32,706
+10,273
3072
$627K ﹤0.01%
100,501
-34,771
3073
$623K ﹤0.01%
38,600
-44,875
3074
$623K ﹤0.01%
71,100
-28,600
3075
$622K ﹤0.01%
10,109
-1,169