We are live on ! Find out more
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
$334B
AUM Growth
+$29.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,048
New
Increased
Reduced
Closed

Top Sells

1 +$991M
2 +$435M
3 +$432M
4
MDT icon
Medtronic
MDT
+$379M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$376M

Sector Composition

1 Technology 23.3%
2 Financials 10.89%
3 Healthcare 10.04%
4 Industrials 8.79%
5 Consumer Discretionary 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3951
-1,722,277
3952
-105,293
3953
-120,430
3954
-231,641
3955
-3,991,079
3956
-1,256,350
3957
-174,380
3958
-177,903
3959
-62,131
3960
-23,010
3961
-277,538
3962
-12,738
3963
-14,160
3964
-29,250
3965
-34,516
3966
-48,480
3967
-14,573
3968
-5,735