Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.2%
 

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
+26.2%
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
-13,100
3927
-71,146
3928
-27,134
3929
-109,816
3930
-116,221
3931
-950,436
3932
-780
3933
-7,527,610
3934
-10,971
3935
-13,810
3936
-41,815
3937
-12,003
3938
-722,500
3939
-45,647
3940
-364,375
3941
-8,531
3942
-4,183
3943
-53,129
3944
-146,750
3945
-253,993
3946
-89,771
3947
-44,165
3948
-146,594
3949
-180,100
3950
-14,100