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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
3976
-346
3977
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3978
-150,200
3979
-4,614,823
3980
-6,992
3981
-74,155
3982
-13,200
3983
-63,732
3984
-12,661
3985
-42,500
3986
-15,405
3987
-17,855
3988
-35,099
3989
-21,600
3990
-15,330
3991
-183,747
3992
-166,643
3993
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3994
-226,131
3995
-155,112
3996
-70,994
3997
-202,040
3998
-7,125
3999
-5,470
4000
-1,214,752