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Ameriprise

Ameriprise Portfolio holdings

AUM $431B
1-Year Est. Return 30.59%
 

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
+30.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,238
New
Increased
Reduced
Closed

Top Buys

1 +$601M
2 +$324M
3 +$294M
4
SO icon
Southern Company
SO
+$293M
5
DPZ icon
Domino's
DPZ
+$261M

Top Sells

1 +$647M
2 +$502M
3 +$482M
4
HD icon
Home Depot
HD
+$369M
5
PANW icon
Palo Alto Networks
PANW
+$321M

Sector Composition

1 Technology 15.65%
2 Financials 13.95%
3 Healthcare 11.81%
4 Consumer Discretionary 8.93%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3526
-1,338,180
3527
-2,797
3528
-6,675
3529
-11,595
3530
-4,360
3531
-40,294
3532
-6,848
3533
-30,000
3534
-11,755
3535
-51,822
3536
-126,797
3537
-11,634
3538
-18,083
3539
-27,675
3540
-108,189
3541
-10,660
3542
-9,079
3543
-25,702
3544
-68,757
3545
-14,110
3546
-18,191
3547
-87,347
3548
-10,164
3549
-22,793
3550
-23,125