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
3351
$222K ﹤0.01%
+12,504
3352
$222K ﹤0.01%
18,595
-1,453
3353
$221K ﹤0.01%
23,246
-2,615
3354
$221K ﹤0.01%
+8,062
3355
$220K ﹤0.01%
2,975
-38
3356
$220K ﹤0.01%
12,133
+906
3357
$218K ﹤0.01%
37,403
-36,806
3358
$218K ﹤0.01%
8,024
-26,485
3359
$218K ﹤0.01%
+10,229
3360
$218K ﹤0.01%
+8,520
3361
$217K ﹤0.01%
1,455
-849
3362
$217K ﹤0.01%
8,166
-1,386
3363
$217K ﹤0.01%
5,618
-25,456
3364
$216K ﹤0.01%
6,432
-81,193
3365
$215K ﹤0.01%
+10,618
3366
$214K ﹤0.01%
15,384
+1,351
3367
$213K ﹤0.01%
+8,899
3368
$213K ﹤0.01%
+2,774
3369
$212K ﹤0.01%
+3,266
3370
$211K ﹤0.01%
+14,960
3371
$210K ﹤0.01%
8,497
-3,987
3372
$210K ﹤0.01%
8,933
-11,619
3373
$209K ﹤0.01%
+10,450
3374
$209K ﹤0.01%
13,094
-1,941
3375
$209K ﹤0.01%
+6,675