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
$167B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,973
New
Increased
Reduced
Closed

Top Buys

1 +$820M
2 +$387M
3 +$365M
4
JPM icon
JPMorgan Chase
JPM
+$317M
5
PG icon
Procter & Gamble
PG
+$298M

Top Sells

1 +$546M
2 +$485M
3 +$381M
4
GM icon
General Motors
GM
+$290M
5
T icon
AT&T
T
+$282M

Sector Composition

1 Technology 13.91%
2 Financials 13.88%
3 Healthcare 12.37%
4 Industrials 10.76%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
$128K ﹤0.01%
5,933
+819
3127
$127K ﹤0.01%
2,729
+44
3128
$127K ﹤0.01%
5,334
-190
3129
$127K ﹤0.01%
4,240
-2,668
3130
$127K ﹤0.01%
9,355
3131
$127K ﹤0.01%
15,774
+350
3132
$127K ﹤0.01%
4,800
+3,500
3133
$126K ﹤0.01%
5,288
-1,263
3134
$125K ﹤0.01%
1,616
-153
3135
$124K ﹤0.01%
10,399
+1,833
3136
$124K ﹤0.01%
2,661
+476
3137
$124K ﹤0.01%
438
+192
3138
$123K ﹤0.01%
8,189
-8,634
3139
$123K ﹤0.01%
23,051
-11,702
3140
$123K ﹤0.01%
13,700
3141
$123K ﹤0.01%
5,050
-38,167
3142
$122K ﹤0.01%
3,834
-570
3143
$122K ﹤0.01%
7,972
+1,448
3144
$121K ﹤0.01%
3,557
+693
3145
$121K ﹤0.01%
4,446
+1,588
3146
$120K ﹤0.01%
+6,650
3147
$120K ﹤0.01%
8,950
+725
3148
$119K ﹤0.01%
1,717
3149
$119K ﹤0.01%
1,581
+540
3150
$118K ﹤0.01%
1,927
-91