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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
$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 8.59%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3876
-12,821
3877
-11,301
3878
-6,215
3879
-5,248
3880
-15,076
3881
-8,025
3882
-2,450
3883
-87,223
3884
-40,705
3885
-144,515
3886
-6,455
3887
-873,540
3888
-61,778
3889
-59,189
3890
-157,200
3891
-22,773
3892
-93,140
3893
-20,682
3894
-2,024
3895
-6,395
3896
-97,190
3897
-333,455
3898
-15,721
3899
-14,135
3900
-71,618