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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
$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 8.27%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3826
-26,986
3827
-6,996
3828
-10,497
3829
-57,750
3830
-10,885
3831
-169,032
3832
-24,866
3833
-4,522
3834
-35,127
3835
-117,231
3836
-6,290
3837
-13,431
3838
-11,135
3839
-1,816
3840
-155,429
3841
-499,772
3842
-8,641
3843
-51,604
3844
-31,410
3845
-10,396
3846
-12,671
3847
-5,054
3848
-362
3849
-85,863
3850
-600