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
$183B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,154
New
Increased
Reduced
Closed

Top Buys

1 +$450M
2 +$423M
3 +$328M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$289M
5
COST icon
Costco
COST
+$271M

Top Sells

1 +$306M
2 +$271M
3 +$262M
4
BMY icon
Bristol-Myers Squibb
BMY
+$258M
5
PSA icon
Public Storage
PSA
+$217M

Sector Composition

1 Technology 15.18%
2 Financials 14.8%
3 Healthcare 11.77%
4 Industrials 8.71%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3326
$232K ﹤0.01%
4,182
-197
3327
$232K ﹤0.01%
+4,295
3328
$232K ﹤0.01%
23,039
-4,009
3329
$230K ﹤0.01%
11,287
-1,834
3330
$230K ﹤0.01%
+10,796
3331
$229K ﹤0.01%
4,360
-198
3332
$228K ﹤0.01%
5,846
-154,715
3333
$228K ﹤0.01%
3,031
+12
3334
$228K ﹤0.01%
5,097
+63
3335
$228K ﹤0.01%
9,040
+519
3336
$227K ﹤0.01%
9,661
-223
3337
$227K ﹤0.01%
13,884
+1,241
3338
$227K ﹤0.01%
+13,439
3339
$226K ﹤0.01%
11,327
+426
3340
$226K ﹤0.01%
+4,781
3341
$226K ﹤0.01%
+9,868
3342
$226K ﹤0.01%
+10,273
3343
$225K ﹤0.01%
+12,260
3344
$225K ﹤0.01%
+19,850
3345
$224K ﹤0.01%
+4,602
3346
$224K ﹤0.01%
13,690
-617
3347
$224K ﹤0.01%
+8,632
3348
$224K ﹤0.01%
9,079
+962
3349
$223K ﹤0.01%
3,978
-24,850
3350
$222K ﹤0.01%
29