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
$144B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,923
New
Increased
Reduced
Closed

Top Buys

1 +$2.05B
2 +$2.01B
3 +$1.9B
4
AAPL icon
Apple
AAPL
+$1.87B
5
CVX icon
Chevron
CVX
+$1.61B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.15%
2 Technology 13.28%
3 Healthcare 12.1%
4 Industrials 10.88%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3351
$52K ﹤0.01%
+3,151
3352
$52K ﹤0.01%
+8,404
3353
$52K ﹤0.01%
+1,983
3354
$52K ﹤0.01%
+1,605
3355
$52K ﹤0.01%
+6,479
3356
$52K ﹤0.01%
+7,710
3357
$52K ﹤0.01%
+2,573
3358
$51K ﹤0.01%
+797
3359
$51K ﹤0.01%
+5,223
3360
$51K ﹤0.01%
+3,100
3361
$51K ﹤0.01%
+364
3362
$51K ﹤0.01%
+3,403
3363
$51K ﹤0.01%
+134
3364
$51K ﹤0.01%
+3,276
3365
$51K ﹤0.01%
+3,543
3366
$51K ﹤0.01%
+2,050
3367
$51K ﹤0.01%
+2,070
3368
$50K ﹤0.01%
+938
3369
$50K ﹤0.01%
+6,243
3370
$50K ﹤0.01%
+1,988
3371
$50K ﹤0.01%
+2,067
3372
$50K ﹤0.01%
+1,991
3373
$50K ﹤0.01%
+2,948
3374
$50K ﹤0.01%
+2,821
3375
$49K ﹤0.01%
+12,785