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
3576
-146,798
3577
-416,405
3578
-4,632
3579
-10,772
3580
-63,145
3581
-327,293
3582
-17,850
3583
-473,320
3584
-57,146
3585
-101,101
3586
-1,726,116
3587
-36,769
3588
-372,181
3589
-60,804
3590
-59,848
3591
-1,602
3592
-14,142
3593
-3,505
3594
-144,185
3595
-291,870
3596
-399,508
3597
-9,365
3598
-504,813
3599
-10,640
3600
-215,496