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
$334B
AUM Growth
+$29.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,048
New
Increased
Reduced
Closed

Top Buys

1 +$915M
2 +$576M
3 +$355M
4
BK icon
Bank of New York Mellon
BK
+$321M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$273M

Top Sells

1 +$991M
2 +$435M
3 +$432M
4
MDT icon
Medtronic
MDT
+$379M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$376M

Sector Composition

1 Technology 23.3%
2 Financials 10.89%
3 Healthcare 10.04%
4 Industrials 8.78%
5 Consumer Discretionary 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3826
-3,991,079
3827
-1,256,350
3828
-174,380
3829
-177,903
3830
-62,131
3831
-98,000
3832
-10,975
3833
-493,565
3834
-129,918
3835
-44,919
3836
-88,583
3837
-1,530
3838
-66,061
3839
-184
3840
-211,923
3841
-31,386
3842
-7,672
3843
-14,151
3844
-16,868
3845
-69,486
3846
-41,763
3847
-10,700
3848
-297,036
3849
-154,345
3850
-102,499