Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

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
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,153
New
Increased
Reduced
Closed

Top Buys

1 +$444M
2 +$432M
3 +$342M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$289M
5
COST icon
Costco
COST
+$284M

Top Sells

1 +$298M
2 +$275M
3 +$272M
4
MDT icon
Medtronic
MDT
+$237M
5
PSA icon
Public Storage
PSA
+$228M

Sector Composition

1 Technology 15.18%
2 Financials 14.8%
3 Healthcare 11.77%
4 Industrials 8.71%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3651
-326,241
3652
-288,106
3653
-433,278
3654
-87,184
3655
-587,919
3656
-88,651
3657
-152,604
3658
-476,844
3659
-233,360
3660
-168,535
3661
-252,641
3662
-36,860
3663
-68,443
3664
-340,740
3665
-117,148
3666
-160,530
3667
$0 ﹤0.01%
13,106
-29,440
3668
-47,870
3669
-18,295
3670
-26,782
3671
$0 ﹤0.01%
19,248
3672
$0 ﹤0.01%
25,190
3673
$0 ﹤0.01%
100,000
3674
-35,149
3675
-10,707