Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.2%
 

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
+26.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,132
New
Increased
Reduced
Closed

Top Buys

1 +$360M
2 +$310M
3 +$281M
4
CI icon
Cigna
CI
+$234M
5
QCOM icon
Qualcomm
QCOM
+$230M

Top Sells

1 +$575M
2 +$461M
3 +$445M
4
JNJ icon
Johnson & Johnson
JNJ
+$411M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$407M

Sector Composition

1 Technology 22.39%
2 Healthcare 11.35%
3 Financials 10.6%
4 Industrials 8.58%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3851
$5.62K ﹤0.01%
319
-2,007
3852
$4.95K ﹤0.01%
36,762
-36,674
3853
$4.91K ﹤0.01%
+1,081
3854
$4.09K ﹤0.01%
450
-478
3855
$3.94K ﹤0.01%
387
-22
3856
$2.53K ﹤0.01%
15,800
-30,000
3857
$1.35K ﹤0.01%
+362
3858
$1.3K ﹤0.01%
35,000
3859
$853 ﹤0.01%
1,486,677
3860
-11,301
3861
-6,215
3862
-5,248
3863
-15,076
3864
-12,682
3865
-107,207
3866
-22,511
3867
-335,409
3868
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3869
-12,912
3870
-11,588
3871
-16,700
3872
-267,765
3873
-1,100
3874
-122,688
3875
-22,626