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
3376
$606K ﹤0.01%
12,299
-550
3377
$605K ﹤0.01%
38,400
+9,365
3378
$604K ﹤0.01%
22,328
-839
3379
$604K ﹤0.01%
28,091
-19,609
3380
$602K ﹤0.01%
8,237
+1,287
3381
$602K ﹤0.01%
63,867
-9,591
3382
$600K ﹤0.01%
12,145
+2,713
3383
$597K ﹤0.01%
51,266
+11,522
3384
$596K ﹤0.01%
148,710
+11,789
3385
$593K ﹤0.01%
6,933
-20,576
3386
$592K ﹤0.01%
4,001
+2
3387
$590K ﹤0.01%
9,746
-2,011
3388
$588K ﹤0.01%
16,548
-51,648
3389
$585K ﹤0.01%
+10,447
3390
$583K ﹤0.01%
35,886
+2,397
3391
$583K ﹤0.01%
24,904
-893
3392
$579K ﹤0.01%
8,930
+212
3393
$578K ﹤0.01%
93,301
+31,902
3394
$576K ﹤0.01%
64,240
-100
3395
$575K ﹤0.01%
32,019
+11,178
3396
$573K ﹤0.01%
48,233
-22,237
3397
$571K ﹤0.01%
97,492
+2,357
3398
$571K ﹤0.01%
+19,845
3399
$570K ﹤0.01%
2,070
+161
3400
$569K ﹤0.01%
8,376
-25,694