Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.18%
 

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
+26.18%
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
4001
-166,722
4002
-226,131
4003
-155,112
4004
-70,994
4005
-202,040
4006
-7,125
4007
-5,470
4008
-100,001
4009
-1,163,398
4010
-11,542
4011
-100,068
4012
-26,576
4013
-169,486
4014
-298,165
4015
-334,333
4016
-139,371
4017
-151,581
4018
-112,609