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
$233B
AUM Growth
+$43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,829
New
Increased
Reduced
Closed

Top Sells

1 +$385M
2 +$294M
3 +$258M
4
WFC icon
Wells Fargo
WFC
+$251M
5
C icon
Citigroup
C
+$236M

Sector Composition

1 Technology 23.56%
2 Healthcare 12.1%
3 Financials 10.73%
4 Consumer Discretionary 8.24%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3201
$432K ﹤0.01%
68,190
3202
$429K ﹤0.01%
30,823
-44,667
3203
$424K ﹤0.01%
39,960
-38,450
3204
$423K ﹤0.01%
+4,586
3205
$423K ﹤0.01%
47,553
-4,527
3206
$421K ﹤0.01%
74,300
-55,560
3207
$419K ﹤0.01%
14,621
-3,264
3208
$418K ﹤0.01%
14,162
-7,244
3209
$417K ﹤0.01%
+6,949
3210
$416K ﹤0.01%
8,600
-223
3211
$414K ﹤0.01%
22,185
+205
3212
$414K ﹤0.01%
14,059
-8,322
3213
$413K ﹤0.01%
13,233
-386
3214
$410K ﹤0.01%
36,235
-2,187
3215
$408K ﹤0.01%
85,534
-8,996
3216
$408K ﹤0.01%
16,473
+4,462
3217
$406K ﹤0.01%
16,853
-770,295
3218
$406K ﹤0.01%
6,060
+1,536
3219
$406K ﹤0.01%
25,409
-6,294
3220
$406K ﹤0.01%
64,681
+5
3221
$406K ﹤0.01%
+88,346
3222
$405K ﹤0.01%
26,995
-6,182
3223
$404K ﹤0.01%
18,458
-34,884
3224
$403K ﹤0.01%
16,723
+7,096
3225
$402K ﹤0.01%
12,649
+1,948