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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
$339B
AUM Growth
-$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,120
New
Increased
Reduced
Closed

Top Buys

1 +$492M
2 +$415M
3 +$393M
4
UNH icon
UnitedHealth
UNH
+$376M
5
MSFT icon
Microsoft
MSFT
+$375M

Top Sells

1 +$713M
2 +$543M
3 +$527M
4
PM icon
Philip Morris
PM
+$469M
5
META icon
Meta Platforms (Facebook)
META
+$466M

Sector Composition

1 Technology 22.83%
2 Healthcare 11.47%
3 Financials 11.29%
4 Industrials 8.7%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4001
-6,905
4002
-906,319
4003
-38,802
4004
-1,006
4005
-3
4006
-10,835
4007
-5,653
4008
-616,035
4009
-10,649
4010
-21,065
4011
-15,998
4012
-175,446
4013
-100,488
4014
-11,965
4015
-39,384
4016
-714,213
4017
-4,889
4018
-107,198
4019
-382,004
4020
-1,360
4021
-123,807
4022
-935,216
4023
-23,268
4024
-21,495
4025
-11,000