Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.2%
 

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
+26.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,189
New
Increased
Reduced
Closed

Top Buys

1 +$810M
2 +$745M
3 +$671M
4
BA icon
Boeing
BA
+$390M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$361M

Top Sells

1 +$784M
2 +$532M
3 +$491M
4
AMZN icon
Amazon
AMZN
+$438M
5
NEM icon
Newmont
NEM
+$399M

Sector Composition

1 Technology 24.72%
2 Financials 11.26%
3 Healthcare 8.31%
4 Industrials 8.23%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4026
-120,682
4027
-17,081
4028
-11,109
4029
-18,121
4030
-12,392
4031
-497,410
4032
-28,801
4033
-12,671
4034
-434
4035
-6,005
4036
-45,572
4037
-123,757
4038
-104,441
4039
-3,886
4040
-7,579
4041
-34,256
4042
-593
4043
-10,055
4044
-87,483
4045
-2,731
4046
-24,310
4047
-38,126
4048
-77,371
4049
-4,977
4050
-4,425