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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
3626
-12,297
3627
-39,554
3628
-2,975
3629
-22,395
3630
-57,646
3631
-20,500
3632
-97,065
3633
-21,027
3634
-6,682
3635
-49,308
3636
-48,494
3637
-28,000
3638
-248,475
3639
-21,117
3640
-15,240
3641
-18,565
3642
-16,776
3643
-6,228
3644
-30,911
3645
-25,722
3646
-36,367
3647
-98,018
3648
-82,928
3649
-36,861
3650
-28,873