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
$167B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,973
New
Increased
Reduced
Closed

Top Buys

1 +$820M
2 +$387M
3 +$365M
4
JPM icon
JPMorgan Chase
JPM
+$317M
5
PG icon
Procter & Gamble
PG
+$298M

Top Sells

1 +$546M
2 +$485M
3 +$381M
4
GM icon
General Motors
GM
+$290M
5
T icon
AT&T
T
+$282M

Sector Composition

1 Technology 13.91%
2 Financials 13.88%
3 Healthcare 12.37%
4 Industrials 10.76%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3401
$52K ﹤0.01%
2,000
+200
3402
$51K ﹤0.01%
950
3403
$51K ﹤0.01%
971
-289
3404
$51K ﹤0.01%
2,000
+1,500
3405
$51K ﹤0.01%
800
3406
$51K ﹤0.01%
4,270
-111,472
3407
$51K ﹤0.01%
1,929
+839
3408
$50K ﹤0.01%
5,481
+70
3409
$50K ﹤0.01%
1,530
+875
3410
$50K ﹤0.01%
2,720
-300
3411
$50K ﹤0.01%
2,070
3412
$50K ﹤0.01%
2,560
+150
3413
$50K ﹤0.01%
3,846
-3,708
3414
$49K ﹤0.01%
1,900
-200
3415
$48K ﹤0.01%
1,000
3416
$48K ﹤0.01%
2,469
+12
3417
$48K ﹤0.01%
3,271
-613
3418
$48K ﹤0.01%
18,933
+1,397
3419
$48K ﹤0.01%
258
3420
$48K ﹤0.01%
6,295
-490
3421
$47K ﹤0.01%
49
-14,561
3422
$47K ﹤0.01%
2,025
+875
3423
$47K ﹤0.01%
994
+445
3424
$47K ﹤0.01%
1,952
+140
3425
$47K ﹤0.01%
+2,000