Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.18%
 

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
+26.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,973
New
Increased
Reduced
Closed

Top Buys

1 +$820M
2 +$387M
3 +$365M
4
JPM icon
JPMorgan Chase
JPM
+$317M
5
PG icon
Procter & Gamble
PG
+$298M

Top Sells

1 +$546M
2 +$485M
3 +$381M
4
GM icon
General Motors
GM
+$290M
5
T icon
AT&T
T
+$282M

Sector Composition

1 Technology 13.91%
2 Financials 13.88%
3 Healthcare 12.37%
4 Industrials 10.76%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
$21K ﹤0.01%
990
-600
3702
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216
3703
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1,190
-685
3704
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950
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3705
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3706
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822
+46
3707
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3708
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1,500
3709
$21K ﹤0.01%
34
-265
3710
$21K ﹤0.01%
1,058
-1,964
3711
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158
3712
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501
-42
3713
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2,000
-1,600
3714
$21K ﹤0.01%
1,000
3715
$21K ﹤0.01%
2,940
+500
3716
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1,000
3717
$21K ﹤0.01%
500
-300
3718
$21K ﹤0.01%
1,129
+311
3719
$21K ﹤0.01%
854
3720
$20K ﹤0.01%
3,798
+2,893
3721
$20K ﹤0.01%
475
+210
3722
$20K ﹤0.01%
500
-950
3723
$20K ﹤0.01%
95
+45
3724
$20K ﹤0.01%
+426
3725
$20K ﹤0.01%
+11