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
$241B
AUM Growth
+$17.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1 +$470M
2 +$421M
3 +$241M
4
MDT icon
Medtronic
MDT
+$231M
5
VFC icon
VF Corp
VFC
+$214M

Top Sells

1 +$450M
2 +$389M
3 +$271M
4
NKE icon
Nike
NKE
+$268M
5
SCHW icon
Charles Schwab
SCHW
+$257M

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
3151
$710K ﹤0.01%
235,876
+105,568
3152
$710K ﹤0.01%
25,855
-13,200
3153
$708K ﹤0.01%
12,709
-151
3154
$707K ﹤0.01%
29,790
-7,100
3155
$707K ﹤0.01%
39,794
-1,566
3156
$703K ﹤0.01%
21,836
-290
3157
$702K ﹤0.01%
64,405
+4,050
3158
$698K ﹤0.01%
244,299
+12,359
3159
$697K ﹤0.01%
24,430
+81
3160
$696K ﹤0.01%
33,308
-3,132
3161
$694K ﹤0.01%
51,573
-1,704
3162
$691K ﹤0.01%
56,913
+1,810
3163
$691K ﹤0.01%
+126,052
3164
$688K ﹤0.01%
43,920
-45,593
3165
$687K ﹤0.01%
46,152
-6,442
3166
$687K ﹤0.01%
45,192
+11,709
3167
$684K ﹤0.01%
65,461
-3,990
3168
$683K ﹤0.01%
26,820
-6,779
3169
$681K ﹤0.01%
700
-50,603
3170
$680K ﹤0.01%
6,625
+139
3171
$679K ﹤0.01%
29,290
+4,300
3172
$679K ﹤0.01%
16,810
+1,520
3173
$677K ﹤0.01%
65,546
+237
3174
$673K ﹤0.01%
8,880
+2,322
3175
$672K ﹤0.01%
31,385
-1,395