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
3226
$572K ﹤0.01%
17,850
-131,728
3227
$571K ﹤0.01%
89,080
+1,174
3228
$571K ﹤0.01%
10,574
-2,282
3229
$565K ﹤0.01%
17,188
+162
3230
$564K ﹤0.01%
40,730
+21,452
3231
$564K ﹤0.01%
37,904
+1,874
3232
$563K ﹤0.01%
9,305
+1,108
3233
$563K ﹤0.01%
22,472
+6,932
3234
$563K ﹤0.01%
30,468
-18,604
3235
$561K ﹤0.01%
24,487
-2,728
3236
$561K ﹤0.01%
42,025
+10,410
3237
$560K ﹤0.01%
39,215
-1,395
3238
$558K ﹤0.01%
21,192
+820
3239
$556K ﹤0.01%
121,918
+6,800
3240
$553K ﹤0.01%
36,428
-651
3241
$546K ﹤0.01%
26,695
+2,536
3242
$545K ﹤0.01%
1,302
-8,205
3243
$545K ﹤0.01%
37,595
+12,159
3244
$544K ﹤0.01%
16,213
+4,786
3245
$544K ﹤0.01%
+201,350
3246
$543K ﹤0.01%
26,327
+12,640
3247
$543K ﹤0.01%
14,263
+4,705
3248
$543K ﹤0.01%
38,697
-408
3249
$542K ﹤0.01%
17,686
-627
3250
$541K ﹤0.01%
47,163
-12,285