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
$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 8.6%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3951
-11,011
3952
-4
3953
-23,600
3954
-82,720
3955
-15,198
3956
-114,416
3957
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3958
-8,633
3959
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3960
-30,407
3961
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3962
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3963
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3964
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3965
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3966
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3967
-1,027
3968
-8,227
3969
-2,880
3970
-90,090
3971
-10,283
3972
-13,530
3973
-48,594
3974
-1,646,083
3975
-12,000