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
3201
$610K ﹤0.01%
41,578
-2,768
3202
$608K ﹤0.01%
27,231
-1,786
3203
$608K ﹤0.01%
16,751
+5,023
3204
$608K ﹤0.01%
94,451
-10,170
3205
$606K ﹤0.01%
12,772
-86,842
3206
$606K ﹤0.01%
64,604
-1,671
3207
$603K ﹤0.01%
49,337
-39,500
3208
$603K ﹤0.01%
+37,592
3209
$603K ﹤0.01%
26,642
-2,147
3210
$598K ﹤0.01%
10,271
-1,827
3211
$596K ﹤0.01%
65,240
+10,149
3212
$596K ﹤0.01%
+57,146
3213
$594K ﹤0.01%
6,840
-1,143
3214
$593K ﹤0.01%
11,247
-619
3215
$593K ﹤0.01%
24,881
-5,085
3216
$592K ﹤0.01%
26,019
-16,836
3217
$589K ﹤0.01%
6,916
-1,305
3218
$589K ﹤0.01%
19,200
-1,300
3219
$587K ﹤0.01%
52,428
+9,193
3220
$582K ﹤0.01%
22,255
+3,326
3221
$581K ﹤0.01%
30,139
+166
3222
$581K ﹤0.01%
22,561
+11,819
3223
$580K ﹤0.01%
+21,426
3224
$578K ﹤0.01%
+27,782
3225
$578K ﹤0.01%
10,409
-5,224