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
$334B
AUM Growth
+$29.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,048
New
Increased
Reduced
Closed

Top Buys

1 +$915M
2 +$576M
3 +$355M
4
BK icon
Bank of New York Mellon
BK
+$321M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$273M

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 8.78%
5 Consumer Discretionary 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
-12,375
3902
-9,916
3903
-8,093
3904
-186,779
3905
-12,738
3906
-14,160
3907
-29,250
3908
-34,516
3909
-48,480
3910
-14,573
3911
-5,735
3912
-10,441
3913
-12,715
3914
-22,176
3915
-36,876
3916
-1,485
3917
-20,735
3918
-545
3919
-12,000
3920
-15,895
3921
-40,250
3922
-2,856
3923
-225,195
3924
-13,791
3925
-175,043