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
$406B
AUM Growth
+$35.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,139
New
Increased
Reduced
Closed

Top Buys

1 +$601M
2 +$574M
3 +$429M
4
MO icon
Altria Group
MO
+$370M
5
WIX icon
WIX.com
WIX
+$294M

Top Sells

1 +$581M
2 +$465M
3 +$300M
4
BDX icon
Becton Dickinson
BDX
+$267M
5
UNH icon
UnitedHealth
UNH
+$265M

Sector Composition

1 Technology 25.1%
2 Financials 11.83%
3 Industrials 8.16%
4 Healthcare 7.52%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$1.39M ﹤0.01%
48,315
-5,500
3052
$1.39M ﹤0.01%
23,572
-361
3053
$1.39M ﹤0.01%
33,338
+14,386
3054
$1.39M ﹤0.01%
99,044
-14,335
3055
$1.38M ﹤0.01%
119,783
-12,511
3056
$1.36M ﹤0.01%
15,930
-8,728
3057
$1.36M ﹤0.01%
+138,410
3058
$1.36M ﹤0.01%
102,094
+36,498
3059
$1.36M ﹤0.01%
12,683
+114
3060
$1.36M ﹤0.01%
268,331
+57,359
3061
$1.35M ﹤0.01%
61,747
+5,470
3062
$1.35M ﹤0.01%
114,163
-180,381
3063
$1.35M ﹤0.01%
65,933
-745
3064
$1.35M ﹤0.01%
225,663
+271
3065
$1.35M ﹤0.01%
155,229
-127,618
3066
$1.35M ﹤0.01%
64,776
-4,642
3067
$1.35M ﹤0.01%
167,948
+6,275
3068
$1.33M ﹤0.01%
102,427
+600
3069
$1.33M ﹤0.01%
92,127
+26,277
3070
$1.32M ﹤0.01%
96,911
-6,186
3071
$1.32M ﹤0.01%
118,150
+4,399
3072
$1.32M ﹤0.01%
+98,641
3073
$1.31M ﹤0.01%
17,503
+12,861
3074
$1.31M ﹤0.01%
103,900
+3,079
3075
$1.31M ﹤0.01%
22,425
+17