Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.2%
 

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
+26.2%
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 +$430M
2 +$415M
3 +$234M
4
MDT icon
Medtronic
MDT
+$224M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$202M

Top Sells

1 +$448M
2 +$375M
3 +$272M
4
NKE icon
Nike
NKE
+$250M
5
GD icon
General Dynamics
GD
+$248M

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
3126
$751K ﹤0.01%
56,706
+15,000
3127
$750K ﹤0.01%
20,020
+595
3128
$749K ﹤0.01%
70,450
+14,900
3129
$748K ﹤0.01%
20,135
-2,000
3130
$744K ﹤0.01%
39,109
+100
3131
$743K ﹤0.01%
46,912
+7,903
3132
$741K ﹤0.01%
72,500
+13,300
3133
$738K ﹤0.01%
29,106
+2
3134
$735K ﹤0.01%
43,245
-46,905
3135
$731K ﹤0.01%
44,700
3136
$731K ﹤0.01%
33,473
-2,044
3137
$731K ﹤0.01%
11,364
+4,888
3138
$727K ﹤0.01%
7,479
-3,071
3139
$726K ﹤0.01%
16,469
-2,648
3140
$725K ﹤0.01%
33,151
-581
3141
$724K ﹤0.01%
123,003
+3,308
3142
$724K ﹤0.01%
48,127
+6,967
3143
$724K ﹤0.01%
49,967
-387
3144
$721K ﹤0.01%
36,599
-3,131
3145
$718K ﹤0.01%
32,511
+3,385
3146
$716K ﹤0.01%
20,300
+10,400
3147
$716K ﹤0.01%
3,403
-2
3148
$715K ﹤0.01%
273,000
-35,725
3149
$715K ﹤0.01%
26,161
+3,606
3150
$711K ﹤0.01%
190,737
+5,000