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
$339B
AUM Growth
-$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,120
New
Increased
Reduced
Closed

Top Buys

1 +$492M
2 +$415M
3 +$393M
4
UNH icon
UnitedHealth
UNH
+$376M
5
MSFT icon
Microsoft
MSFT
+$375M

Top Sells

1 +$713M
2 +$543M
3 +$527M
4
PM icon
Philip Morris
PM
+$469M
5
META icon
Meta Platforms (Facebook)
META
+$466M

Sector Composition

1 Technology 22.83%
2 Healthcare 11.47%
3 Financials 11.29%
4 Industrials 8.69%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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