Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

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
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361B
AUM Growth
+$48.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$1.07B
2 +$987M
3 +$725M
4
MSFT icon
Microsoft
MSFT
+$615M
5
ELV icon
Elevance Health
ELV
+$481M

Top Sells

1 +$519M
2 +$517M
3 +$432M
4
LMT icon
Lockheed Martin
LMT
+$347M
5
ATVI
Activision Blizzard
ATVI
+$337M

Sector Composition

1 Technology 24.34%
2 Financials 11.37%
3 Healthcare 11.13%
4 Consumer Discretionary 8.6%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4001
-10,191
4002
-377,748
4003
-144,391
4004
-28,687
4005
-6,722
4006
-165,057
4007
-44,636
4008
-728,328
4009
-106,615
4010
-193,186
4011
-19,857
4012
-122,164
4013
-116,478
4014
-1,483,650
4015
-12,651
4016
-165,205
4017
-194,665
4018
-108,843
4019
-160,473
4020
-162,436
4021
-138,569
4022
-17,396
4023
-23,062
4024
-33,260
4025
-70,135