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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
$339B
AUM Growth
-$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,120
New
Increased
Reduced
Closed

Top Buys

1 +$492M
2 +$415M
3 +$393M
4
UNH icon
UnitedHealth
UNH
+$376M
5
MSFT icon
Microsoft
MSFT
+$375M

Top Sells

1 +$713M
2 +$543M
3 +$527M
4
PM icon
Philip Morris
PM
+$469M
5
META icon
Meta Platforms (Facebook)
META
+$466M

Sector Composition

1 Technology 22.83%
2 Healthcare 11.47%
3 Financials 11.29%
4 Industrials 8.7%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3926
-47,271
3927
-10,573
3928
-2,569
3929
-19,258
3930
-85,543
3931
-6,864
3932
-4,356
3933
-2,688
3934
-21,206
3935
-27,286
3936
-35,562
3937
-4,354
3938
-127,423
3939
-6,267
3940
-130,610
3941
-299,933
3942
-13,580
3943
-18,493
3944
-2,241
3945
-486
3946
-347,721
3947
-38,147
3948
-162,885
3949
-1,940,295
3950
-923,643