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

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 8.79%
5 Consumer Discretionary 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3851
-493,565
3852
-129,918
3853
-44,919
3854
-88,583
3855
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3856
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3857
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3858
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3859
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3860
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3861
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3862
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3863
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3864
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3865
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3866
-102,499
3867
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3868
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3869
-10,033
3870
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3871
-7,224
3872
-346,946
3873
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3874
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3875
-2,681