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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
$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 8.49%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
-12,890
3702
-21,786
3703
-26,134
3704
-508,162
3705
-6,289
3706
-20,857
3707
-47,046
3708
-41,505
3709
-17,036
3710
-400
3711
-30,992
3712
-157,397
3713
-15,914
3714
-17,910
3715
-2,848
3716
-16,672
3717
-11,300
3718
-51,986
3719
-10,500
3720
-30,824
3721
-23,412
3722
-108,365
3723
-256,193
3724
-557
3725
-30,491