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
$370B
AUM Growth
+$6.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,999
New
Increased
Reduced
Closed

Top Buys

1 +$605M
2 +$352M
3 +$347M
4
TJX icon
TJX Companies
TJX
+$309M
5
XOM icon
Exxon Mobil
XOM
+$286M

Top Sells

1 +$924M
2 +$617M
3 +$546M
4
QCOM icon
Qualcomm
QCOM
+$540M
5
ETN icon
Eaton
ETN
+$469M

Sector Composition

1 Technology 25.22%
2 Financials 10.48%
3 Healthcare 9.58%
4 Industrials 8.25%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3801
-300,733
3802
-11,227
3803
-10,627
3804
-10,185
3805
-83,501
3806
-162,607
3807
-183,411
3808
-663,058
3809
-11,423
3810
-6,724
3811
-77,032
3812
-12,390
3813
-26,986
3814
-6,996
3815
-10,497
3816
-6,430
3817
-11,759
3818
-57,750
3819
-10,885
3820
-169,032
3821
-24,866
3822
-4,522
3823
-35,127
3824
-117,231
3825
-6,290