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
3251
$373K ﹤0.01%
11,400
-3,740
3252
$373K ﹤0.01%
17,497
-28,432
3253
$371K ﹤0.01%
+10,998
3254
$371K ﹤0.01%
+62,521
3255
$370K ﹤0.01%
7,049
-917
3256
$369K ﹤0.01%
24,059
-100
3257
$365K ﹤0.01%
3,474
+178
3258
$363K ﹤0.01%
+54,487
3259
$363K ﹤0.01%
13,347
-1,232
3260
$363K ﹤0.01%
1,844
-1,396
3261
$363K ﹤0.01%
40,836
+5,999
3262
$362K ﹤0.01%
6,735
-25,103
3263
$359K ﹤0.01%
16,185
-2,530
3264
$357K ﹤0.01%
+22,535
3265
$351K ﹤0.01%
26,299
+4,399
3266
$350K ﹤0.01%
26,907
+6,379
3267
$350K ﹤0.01%
33,491
-3,189
3268
$350K ﹤0.01%
+24,787
3269
$349K ﹤0.01%
10,531
+2,722
3270
$349K ﹤0.01%
28,647
-11,706
3271
$346K ﹤0.01%
47,973
-34,784
3272
$345K ﹤0.01%
42,155
+29,355
3273
$345K ﹤0.01%
8,125
-16,252
3274
$343K ﹤0.01%
31,512
+7,529
3275
$341K ﹤0.01%
45,522
+2,189