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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
$241B
AUM Growth
+$17.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1 +$430M
2 +$415M
3 +$234M
4
MDT icon
Medtronic
MDT
+$224M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$202M

Top Sells

1 +$448M
2 +$375M
3 +$272M
4
NKE icon
Nike
NKE
+$250M
5
GD icon
General Dynamics
GD
+$248M

Sector Composition

1 Technology 19.98%
2 Financials 13.01%
3 Healthcare 11.2%
4 Industrials 8.16%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3726
-81,363
3727
-1,508,941
3728
-110,669
3729
-179,139
3730
-220,017
3731
-287,096
3732
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3733
-551,140
3734
-254,839
3735
-194,249
3736
-258,722
3737
-81,467
3738
-692,412
3739
-215,228
3740
-588,961
3741
-992,594
3742
-5,336
3743
-64,915
3744
-11,390
3745
-32,518
3746
-22,974
3747
-142,978
3748
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3749
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3750
-215,826