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
$406B
AUM Growth
+$35.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,139
New
Increased
Reduced
Closed

Top Buys

1 +$601M
2 +$574M
3 +$429M
4
MO icon
Altria Group
MO
+$370M
5
WIX icon
WIX.com
WIX
+$294M

Top Sells

1 +$581M
2 +$465M
3 +$300M
4
BDX icon
Becton Dickinson
BDX
+$267M
5
UNH icon
UnitedHealth
UNH
+$265M

Sector Composition

1 Technology 25.1%
2 Financials 11.83%
3 Industrials 8.15%
4 Healthcare 7.52%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3801
$84.6K ﹤0.01%
24,881
-6,483
3802
$80.9K ﹤0.01%
10,195
+25
3803
$79.5K ﹤0.01%
65,720
-1,200
3804
$79.5K ﹤0.01%
19,094
-6,255
3805
$79.3K ﹤0.01%
30,030
-8,774
3806
$79.2K ﹤0.01%
+13,605
3807
$79K ﹤0.01%
37,084
-1,971
3808
$77K ﹤0.01%
11,192
3809
$76.1K ﹤0.01%
+11,320
3810
$75.3K ﹤0.01%
19,363
+736
3811
$74.8K ﹤0.01%
12,955
+469
3812
$70.9K ﹤0.01%
29,656
-8,035
3813
$70.3K ﹤0.01%
23,900
+2,950
3814
$70.1K ﹤0.01%
+19,113
3815
$66.3K ﹤0.01%
25,584
+7,116
3816
$65.9K ﹤0.01%
54,034
-53,828
3817
$62.8K ﹤0.01%
2,978
-385
3818
$60K ﹤0.01%
+28,031
3819
$56.1K ﹤0.01%
37,619
-9,995
3820
$55.1K ﹤0.01%
27,787
3821
$53.7K ﹤0.01%
8,022
3822
$50.5K ﹤0.01%
17,300
-500
3823
$48.2K ﹤0.01%
10,085
-9,263
3824
$44K ﹤0.01%
11,755
-38,147
3825
$41.1K ﹤0.01%
10,483
-36,237