Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.18%
 

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
+26.18%
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 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3801
-14,868
3802
-33,900
3803
-715,431
3804
-279,424
3805
-28,709
3806
-367,076
3807
-1,109,851
3808
-195,739
3809
-2,680,493
3810
-106,393
3811
-122,755
3812
-208,397
3813
-18,279
3814
-27,038
3815
-53,707
3816
-10,431
3817
-62,014
3818
-400,428
3819
-180,632
3820
-258,388
3821
-167,967
3822
-45,626
3823
-3,657,795
3824
-115,450
3825
-375,210