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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
$219B
AUM Growth
+$9.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1 +$463M
2 +$441M
3 +$327M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$298M
5
AMZN icon
Amazon
AMZN
+$290M

Top Sells

1 +$441M
2 +$353M
3 +$288M
4
TJX icon
TJX Companies
TJX
+$281M
5
LMT icon
Lockheed Martin
LMT
+$273M

Sector Composition

1 Technology 15.99%
2 Financials 14.29%
3 Healthcare 10.71%
4 Consumer Discretionary 9.03%
5 Industrials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
-256,852
3602
-10,112
3603
-289,966
3604
-17,453
3605
-18,715
3606
-58
3607
-26,614
3608
-225,197
3609
-37,365
3610
-50,180
3611
-14,748
3612
-13,463
3613
-13,650
3614
-101,750
3615
-44,478
3616
-113,670
3617
-34,546
3618
-30,768
3619
-124,319
3620
-6,957,563
3621
-2,654
3622
-111,288
3623
-35,375
3624
-154,928
3625
-49,886