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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
$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 7.45%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3726
-18,032
3727
-14,176
3728
-16,165
3729
-5,309
3730
-1,084
3731
-69,352
3732
-10,786
3733
-80,242
3734
-8,386
3735
-1,845
3736
-4,505
3737
-58,545
3738
-19,386
3739
-589,701
3740
-43,920
3741
-30,468
3742
-65,000
3743
-13,460
3744
-10,720