We are live on ! Find out more
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
$200B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,902
New
Increased
Reduced
Closed

Top Sells

1 +$475M
2 +$356M
3 +$325M
4
AAPL icon
Apple
AAPL
+$325M
5
MSFT icon
Microsoft
MSFT
+$323M

Sector Composition

1 Technology 17%
2 Financials 12.97%
3 Healthcare 12.18%
4 Consumer Discretionary 8.39%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3751
-29,746
3752
$0 ﹤0.01%
107
3753
-14,423
3754
-9,580
3755
-10,244
3756
-1,438
3757
-637,930
3758
-91,420
3759
-99,229
3760
-3,218
3761
-10,340
3762
-23,049
3763
-32,352
3764
-12,422
3765
-29,679
3766
-14,679
3767
-23,890
3768
-334,102
3769
-343,831
3770
-15,121
3771
-225,619
3772
-6,446
3773
$0 ﹤0.01%
10,956
-10
3774
-181,878
3775
-61,700