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
$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 8.25%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3851
-6,996
3852
-10,497
3853
-6,430
3854
-11,759
3855
-57,750
3856
-10,885
3857
-169,032
3858
-24,866
3859
-4,522
3860
-35,127
3861
-117,231
3862
-6,290
3863
-13,431
3864
-11,135
3865
-1,816
3866
-155,429
3867
-8,641
3868
-12,035
3869
-45,225
3870
-20,724
3871
-10,000
3872
-371,126
3873
-33,446
3874
-947,804
3875
-5,054