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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
$270B
AUM Growth
-$16.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,099
New
Increased
Reduced
Closed

Top Buys

1 +$445M
2 +$354M
3 +$337M
4
PG icon
Procter & Gamble
PG
+$249M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$205M

Top Sells

1 +$351M
2 +$344M
3 +$310M
4
HSY icon
Hershey
HSY
+$308M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$280M

Sector Composition

1 Technology 20.03%
2 Healthcare 12.58%
3 Financials 11.52%
4 Industrials 8.61%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3926
-3,748
3927
-2,229
3928
-9,441
3929
-42,489
3930
-511,403
3931
-7,530
3932
-19,029
3933
-2,786,607
3934
-8,746
3935
-16,091
3936
-27,351
3937
-4,895
3938
-2,519
3939
-11,599
3940
-47,625
3941
-53,995
3942
-30,233
3943
-239,251
3944
-48,200
3945
-359,508
3946
-6,183
3947
-11,011
3948
-4
3949
-23,600
3950
-82,720