Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.2%
 

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
+26.2%
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 7.87%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3651
-25,430
3652
-25,983
3653
-431,196
3654
-31,416
3655
-68,410
3656
-14,270
3657
-5,726
3658
-13,741
3659
-11,470
3660
-18,346
3661
-747,767
3662
-8,712
3663
-237,788
3664
-7,805
3665
-7,662
3666
$0 ﹤0.01%
+10
3667
-12,946
3668
-38,372
3669
-294,268
3670
-8,993
3671
-143,679
3672
-8,949
3673
-36,854
3674
-288,566
3675
-3,836