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
$190B
AUM Growth
-$50.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,825
New
Increased
Reduced
Closed

Top Buys

1 +$919M
2 +$886M
3 +$716M
4
JNJ icon
Johnson & Johnson
JNJ
+$403M
5
QCOM icon
Qualcomm
QCOM
+$367M

Top Sells

1 +$552M
2 +$507M
3 +$471M
4
LRCX icon
Lam Research
LRCX
+$408M
5
HON icon
Honeywell
HON
+$376M

Sector Composition

1 Technology 21.38%
2 Healthcare 12.82%
3 Financials 11.32%
4 Industrials 7.44%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
-6,174
3702
-127,315
3703
-4,131
3704
-7,383
3705
-25,352
3706
-10,515
3707
-12,610
3708
-12,424
3709
-20,397
3710
-11,900
3711
-11,916
3712
-14,263
3713
-61,469
3714
-6,136
3715
-13,218
3716
-20,908
3717
-7,073
3718
-6,850
3719
-15,454
3720
-11,185
3721
-15,757
3722
-20,020
3723
-12,344
3724
-10,453
3725
-13,000