Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.18%
 

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
+26.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287B
AUM Growth
-$52.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,072
New
Increased
Reduced
Closed

Top Buys

1 +$819M
2 +$550M
3 +$303M
4
XOM icon
Exxon Mobil
XOM
+$291M
5
AMD icon
Advanced Micro Devices
AMD
+$273M

Top Sells

1 +$513M
2 +$396M
3 +$379M
4
LLY icon
Eli Lilly
LLY
+$351M
5
EOG icon
EOG Resources
EOG
+$351M

Sector Composition

1 Technology 20.82%
2 Healthcare 12.74%
3 Financials 11.16%
4 Industrials 8.52%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3876
-58,455
3877
-113,470
3878
-15,344
3879
-11,453
3880
-19,912
3881
-99,599
3882
-41,894
3883
-9,732
3884
-5,433
3885
-12,521
3886
-1,465
3887
-1,000
3888
-41,226
3889
-425
3890
-649,541
3891
-532
3892
-14,870
3893
-50,324
3894
-890,391
3895
-9,386
3896
-13,769
3897
-60,390
3898
-6,590
3899
-11,340
3900
-4,285