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
$305B
AUM Growth
-$14.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,037
New
Increased
Reduced
Closed

Top Buys

1 +$501M
2 +$307M
3 +$302M
4
SCHW icon
Charles Schwab
SCHW
+$279M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$238M

Top Sells

1 +$433M
2 +$373M
3 +$354M
4
VZ icon
Verizon
VZ
+$341M
5
EA icon
Electronic Arts
EA
+$305M

Sector Composition

1 Technology 23.18%
2 Healthcare 10.69%
3 Financials 10.58%
4 Industrials 8.44%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3926
-27,134
3927
-109,816
3928
-116,221
3929
-950,436
3930
-780
3931
-10,971
3932
-13,810
3933
-41,815
3934
-12,003
3935
-722,500
3936
-45,647
3937
-364,375
3938
-8,531
3939
-4,183
3940
-53,129
3941
-146,750
3942
-253,993
3943
-89,771
3944
-44,165
3945
-146,594
3946
-180,100
3947
-14,100
3948
-562,546
3949
-298,461
3950
-52,941