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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
$313B
AUM Growth
-$10.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,044
New
Increased
Reduced
Closed

Top Buys

1 +$455M
2 +$325M
3 +$271M
4
UPS icon
United Parcel Service
UPS
+$270M
5
VFC icon
VF Corp
VFC
+$263M

Top Sells

1 +$1.3B
2 +$528M
3 +$400M
4
META icon
Meta Platforms (Facebook)
META
+$374M
5
AAPL icon
Apple
AAPL
+$364M

Sector Composition

1 Technology 23.5%
2 Financials 11.95%
3 Healthcare 10.85%
4 Consumer Discretionary 8.62%
5 Industrials 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3776
$12K ﹤0.01%
1,000
3777
$11K ﹤0.01%
1,006
3778
-715,431
3779
-279,424
3780
-28,709
3781
-367,076
3782
-1,109,851
3783
-195,739
3784
-53,707
3785
-10,431
3786
-62,014
3787
-400,428
3788
-180,632
3789
-258,388
3790
-167,967
3791
-45,626
3792
-3,657,795
3793
-115,450
3794
-375,210
3795
-38,487
3796
-13,350
3797
-11,690
3798
-61,193
3799
-15,661
3800
-26,500