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
$223B
AUM Growth
+$5.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,837
New
Increased
Reduced
Closed

Top Buys

1 +$464M
2 +$321M
3 +$306M
4
ABT icon
Abbott
ABT
+$294M
5
AZO icon
AutoZone
AZO
+$229M

Top Sells

1 +$301M
2 +$277M
3 +$276M
4
DD icon
DuPont de Nemours
DD
+$257M
5
MSFT icon
Microsoft
MSFT
+$255M

Sector Composition

1 Technology 18.35%
2 Financials 12.97%
3 Healthcare 11.29%
4 Industrials 8.48%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
-721
3702
-3
3703
-12,890
3704
-21,786
3705
-26,134
3706
-508,162
3707
-6,289
3708
-20,857
3709
-47,046
3710
-41,505
3711
-17,036
3712
-400
3713
-30,992
3714
-18,092
3715
-157,397
3716
-15,914
3717
-17,910
3718
-2,848
3719
-16,672
3720
-11,300
3721
-51,986
3722
-10,500
3723
-30,824
3724
-23,412
3725
-108,365