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
3126
$1.14M ﹤0.01%
7,424
-172
3127
$1.14M ﹤0.01%
134,303
+102,888
3128
$1.14M ﹤0.01%
10,279
-416
3129
$1.14M ﹤0.01%
89,027
+8,518
3130
$1.13M ﹤0.01%
103,901
+23,901
3131
$1.13M ﹤0.01%
20,700
3132
$1.13M ﹤0.01%
110,238
+3,942
3133
$1.13M ﹤0.01%
8,582
-266,333
3134
$1.13M ﹤0.01%
103,954
+36,286
3135
$1.12M ﹤0.01%
143,478
-2,387
3136
$1.12M ﹤0.01%
33,410
+4,948
3137
$1.12M ﹤0.01%
27,570
+3,769
3138
$1.12M ﹤0.01%
28,819
+3,411
3139
$1.11M ﹤0.01%
158,560
-3,720
3140
$1.11M ﹤0.01%
45,974
+2,922
3141
$1.11M ﹤0.01%
45,111
-5,466
3142
$1.11M ﹤0.01%
96,843
+73,207
3143
$1.1M ﹤0.01%
100,549
+63,663
3144
$1.1M ﹤0.01%
48,857
-10,645
3145
$1.1M ﹤0.01%
98,793
-25,788
3146
$1.1M ﹤0.01%
10,937
-592
3147
$1.1M ﹤0.01%
193,039
+16,215
3148
$1.1M ﹤0.01%
55,705
-59,152
3149
$1.1M ﹤0.01%
43,474
+20,100
3150
$1.09M ﹤0.01%
797,047
+3,578