Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.18%
 

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
+26.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406B
AUM Growth
+$35.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,139
New
Increased
Reduced
Closed

Top Buys

1 +$601M
2 +$574M
3 +$429M
4
MO icon
Altria Group
MO
+$370M
5
WIX icon
WIX.com
WIX
+$294M

Top Sells

1 +$581M
2 +$465M
3 +$300M
4
BDX icon
Becton Dickinson
BDX
+$267M
5
UNH icon
UnitedHealth
UNH
+$265M

Sector Composition

1 Technology 25.1%
2 Financials 11.83%
3 Industrials 8.15%
4 Healthcare 7.52%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3251
$847K ﹤0.01%
154,854
+36,892
3252
$847K ﹤0.01%
20,139
+4,718
3253
$841K ﹤0.01%
16,160
+807
3254
$832K ﹤0.01%
+215,501
3255
$832K ﹤0.01%
316,282
+57,435
3256
$826K ﹤0.01%
4,879
-7
3257
$825K ﹤0.01%
21,245
-8,247
3258
$823K ﹤0.01%
+49,462
3259
$820K ﹤0.01%
12,238
3260
$820K ﹤0.01%
3,719
-26,930
3261
$818K ﹤0.01%
4,564
-5,852
3262
$817K ﹤0.01%
21,420
+132
3263
$814K ﹤0.01%
2,154
+173
3264
$813K ﹤0.01%
32,087
-2,651
3265
$813K ﹤0.01%
130,350
+58,810
3266
$813K ﹤0.01%
22,951
+552
3267
$811K ﹤0.01%
71,464
-907
3268
$808K ﹤0.01%
18,570
-765
3269
$807K ﹤0.01%
23,439
+890
3270
$800K ﹤0.01%
77,134
+3,612
3271
$799K ﹤0.01%
54,008
+753
3272
$796K ﹤0.01%
9,641
-420
3273
$796K ﹤0.01%
4,204
+523
3274
$793K ﹤0.01%
85,990
+1,233
3275
$785K ﹤0.01%
6,243
-2,704