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
$389B
AUM Growth
+$19.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,066
New
Increased
Reduced
Closed

Top Buys

1 +$456M
2 +$403M
3 +$391M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$345M
5
EPAM icon
EPAM Systems
EPAM
+$305M

Top Sells

1 +$671M
2 +$557M
3 +$544M
4
V icon
Visa
V
+$535M
5
BDX icon
Becton Dickinson
BDX
+$487M

Sector Composition

1 Technology 24.09%
2 Financials 10.53%
3 Healthcare 9.64%
4 Industrials 8.44%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
-11,149
3902
-152,768
3903
-65,388
3904
-10,461
3905
-181,202
3906
-20,107
3907
-81,090
3908
-5,410
3909
-5,779
3910
-11,697
3911
-11,895
3912
-48,097
3913
-44,000
3914
-354,806
3915
-129,270
3916
-807
3917
-17,500
3918
-28,385
3919
-8,278
3920
-12,524
3921
-12,204
3922
-15,335
3923
-11,324
3924
-1,853
3925
-11,155