We are live on ! Find out more
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
3876
-3,935
3877
-12,201
3878
-6,268
3879
-4,644
3880
-21,961
3881
-327,171
3882
-35,404
3883
-13,234
3884
-11,465
3885
-332,243
3886
-11,835
3887
-3,106
3888
-11,022
3889
-13,898
3890
-12,021
3891
-8,957
3892
-2,247
3893
-74,077
3894
-86,862
3895
-35,959
3896
-14,763
3897
-16,435
3898
-528,337
3899
-211,923
3900
-31,386