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
$144B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,923
New
Increased
Reduced
Closed

Top Buys

1 +$2.13B
2 +$2.08B
3 +$1.83B
4
AAPL icon
Apple
AAPL
+$1.72B
5
WFC icon
Wells Fargo
WFC
+$1.59B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.15%
2 Technology 13.28%
3 Healthcare 12.1%
4 Industrials 10.88%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4151
$12K ﹤0.01%
+514
4152
$12K ﹤0.01%
+2,316
4153
$12K ﹤0.01%
+1,055
4154
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+763
4155
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+129
4156
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+1,058
4157
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+1,346
4158
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+899
4159
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+1,000
4160
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+2,184
4161
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+500
4162
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+3,288
4163
$12K ﹤0.01%
+1,100
4164
$12K ﹤0.01%
+4,975
4165
$12K ﹤0.01%
+1,535
4166
$12K ﹤0.01%
+12,355
4167
$12K ﹤0.01%
+944
4168
$12K ﹤0.01%
+500
4169
$12K ﹤0.01%
+1,000
4170
$12K ﹤0.01%
+3,148
4171
$12K ﹤0.01%
+741
4172
$12K ﹤0.01%
+1,222
4173
$12K ﹤0.01%
+645
4174
$12K ﹤0.01%
+8,190
4175
$12K ﹤0.01%
+1,600