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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
$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 7.88%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3726
-437,342
3727
-31,416
3728
-16,460
3729
-104,045
3730
-680
3731
-14,533
3732
-12,022
3733
-38,750
3734
-162,003
3735
-475,260
3736
-68,246
3737
-10,855
3738
-227,526
3739
-260,706
3740
-348,503
3741
-80,737
3742
-10,237
3743
-150,866
3744
-18,262
3745
-60,933
3746
-16,381
3747
-283,220
3748
-165,241
3749
-23,848
3750
-24,185