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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
$200B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,902
New
Increased
Reduced
Closed

Top Sells

1 +$475M
2 +$356M
3 +$325M
4
AAPL icon
Apple
AAPL
+$325M
5
MSFT icon
Microsoft
MSFT
+$323M

Sector Composition

1 Technology 17%
2 Financials 12.97%
3 Healthcare 12.18%
4 Consumer Discretionary 8.39%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
-11,850
3602
-2,500
3603
-11,330
3604
-988
3605
-12,822
3606
-17,302
3607
-1,294
3608
-610
3609
-21
3610
-120,493
3611
-67,260
3612
$0 ﹤0.01%
21
3613
-16,343
3614
$0 ﹤0.01%
1
3615
-3,374
3616
-978
3617
-164,581
3618
-216,871
3619
-577,697
3620
-300
3621
-8,465
3622
-3,625
3623
-533
3624
-5
3625
-11,931