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
$183B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,154
New
Increased
Reduced
Closed

Top Buys

1 +$450M
2 +$423M
3 +$328M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$289M
5
COST icon
Costco
COST
+$271M

Top Sells

1 +$306M
2 +$271M
3 +$262M
4
BMY icon
Bristol-Myers Squibb
BMY
+$258M
5
PSA icon
Public Storage
PSA
+$217M

Sector Composition

1 Technology 15.18%
2 Financials 14.8%
3 Healthcare 11.77%
4 Industrials 8.72%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$77.4M 0.04%
2,342,520
+628,110
402
$77.4M 0.04%
1,694,894
+221,395
403
$77.2M 0.04%
1,579,104
+641,051
404
$76.9M 0.04%
1,477,142
+163,943
405
$76.7M 0.04%
1,618,348
-512,803
406
$76.5M 0.04%
1,426,487
+659,683
407
$76.4M 0.04%
78,806
+45,251
408
$75.6M 0.04%
469,073
+26,426
409
$75.5M 0.04%
1,479,258
+10,397
410
$75.2M 0.04%
1,318,316
-28,470
411
$75.2M 0.04%
3,650,476
+20,453
412
$74.8M 0.04%
3,320,474
+288,365
413
$74.6M 0.04%
4,541,472
-3,323,805
414
$74.5M 0.04%
1,376,930
+321,002
415
$74.3M 0.04%
1,661,782
+566,418
416
$74M 0.04%
+2,831,933
417
$73.6M 0.04%
518,191
-955,816
418
$73.4M 0.04%
1,267,898
+47,462
419
$72.8M 0.04%
2,704,883
+977,055
420
$72.4M 0.04%
1,645,640
+388,666
421
$72.3M 0.04%
591,220
-117,523
422
$72M 0.04%
1,984,295
+40,044
423
$71.4M 0.04%
1,333,277
-525,890
424
$71.1M 0.04%
1,412,364
-1,119,436
425
$70.6M 0.04%
2,333,619
+689,143