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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
$286B
AUM Growth
+$60.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$327M
2 +$318M
3 +$284M
4
CAT icon
Caterpillar
CAT
+$282M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$256M

Top Sells

1 +$397M
2 +$379M
3 +$339M
4
MSFT icon
Microsoft
MSFT
+$307M
5
LOW icon
Lowe's Companies
LOW
+$294M

Sector Composition

1 Technology 15.6%
2 Financials 12.74%
3 Healthcare 11.15%
4 Industrials 7.88%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3651
$0 ﹤0.01%
+11
3652
-12,110
3653
-18
3654
-29,454
3655
-11,342
3656
$0 ﹤0.01%
+92
3657
-10,573
3658
-8,830
3659
-93,110
3660
-51,852
3661
-131,750
3662
-14,270
3663
-5,726
3664
-13,741
3665
-11,470
3666
-18,346
3667
-747,767
3668
-8,712
3669
-237,788
3670
-7,805
3671
-7,662
3672
$0 ﹤0.01%
+10
3673
-12,946
3674
-38,372
3675
-294,268