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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
$313B
AUM Growth
-$10.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,044
New
Increased
Reduced
Closed

Top Buys

1 +$455M
2 +$325M
3 +$271M
4
UPS icon
United Parcel Service
UPS
+$270M
5
VFC icon
VF Corp
VFC
+$263M

Top Sells

1 +$1.3B
2 +$528M
3 +$400M
4
META icon
Meta Platforms (Facebook)
META
+$374M
5
AAPL icon
Apple
AAPL
+$364M

Sector Composition

1 Technology 23.5%
2 Financials 11.95%
3 Healthcare 10.85%
4 Consumer Discretionary 8.62%
5 Industrials 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
-166,156
3902
-99,593
3903
-224,686
3904
-15,584
3905
-33,671
3906
-8,875
3907
-3,448
3908
-4,255
3909
-1,643
3910
-988
3911
-8,313
3912
-31,155
3913
-955
3914
-1,372
3915
-26,438
3916
-41,856
3917
-50,264
3918
-10,549
3919
-21,474
3920
-73,772
3921
-83,639
3922
-448,294
3923
-57,300
3924
-173,768
3925
-79,484