Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.2%
 

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
+26.2%
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 8.72%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
-16,142
3502
-17,936
3503
-192,391
3504
-12,955
3505
-9,525
3506
-12,708
3507
-70,562
3508
-433,278
3509
-87,184
3510
-587,919
3511
-152,604
3512
-476,844
3513
-233,360
3514
-252,641
3515
-259,275
3516
-36,860
3517
-68,443
3518
-117,148
3519
-48,728
3520
-45,385
3521
-160,530
3522
$0 ﹤0.01%
13,106
-29,440
3523
-18,295
3524
-26,782
3525
$0 ﹤0.01%
19,248