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
$190B
AUM Growth
-$50.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,825
New
Increased
Reduced
Closed

Top Buys

1 +$919M
2 +$886M
3 +$716M
4
JNJ icon
Johnson & Johnson
JNJ
+$403M
5
QCOM icon
Qualcomm
QCOM
+$367M

Top Sells

1 +$552M
2 +$507M
3 +$471M
4
LRCX icon
Lam Research
LRCX
+$408M
5
HON icon
Honeywell
HON
+$376M

Sector Composition

1 Technology 21.38%
2 Healthcare 12.82%
3 Financials 11.32%
4 Industrials 7.44%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3351
$226K ﹤0.01%
9,966
+1,026
3352
$225K ﹤0.01%
+9,080
3353
$225K ﹤0.01%
+1,775
3354
$225K ﹤0.01%
26,416
+13,950
3355
$225K ﹤0.01%
72,640
+2,695
3356
$224K ﹤0.01%
9,627
-722
3357
$224K ﹤0.01%
24,755
+2,388
3358
$223K ﹤0.01%
138,405
-5,453
3359
$223K ﹤0.01%
20,300
+3,700
3360
$221K ﹤0.01%
25,277
-1,365
3361
$220K ﹤0.01%
7,809
-14,453
3362
$219K ﹤0.01%
6,074
-9,429
3363
$217K ﹤0.01%
+6,159
3364
$217K ﹤0.01%
13,225
-32,840
3365
$217K ﹤0.01%
27,596
+419
3366
$216K ﹤0.01%
21,222
+9,466
3367
$215K ﹤0.01%
19,481
-1,508
3368
$215K ﹤0.01%
8,466
+2,106
3369
$215K ﹤0.01%
1,924
-1,697
3370
$213K ﹤0.01%
30,759
+1,300
3371
$213K ﹤0.01%
143,938
-175,868
3372
$213K ﹤0.01%
20,453
-2,454
3373
$213K ﹤0.01%
181,900
+39,600
3374
$210K ﹤0.01%
6,814
-238
3375
$208K ﹤0.01%
20,528
-500