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
$193B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,238
New
Increased
Reduced
Closed

Top Buys

1 +$601M
2 +$324M
3 +$294M
4
SO icon
Southern Company
SO
+$293M
5
DPZ icon
Domino's
DPZ
+$261M

Top Sells

1 +$647M
2 +$502M
3 +$482M
4
HD icon
Home Depot
HD
+$369M
5
PANW icon
Palo Alto Networks
PANW
+$321M

Sector Composition

1 Technology 15.65%
2 Financials 13.95%
3 Healthcare 11.81%
4 Consumer Discretionary 8.93%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$80.3M 0.04%
1,611,048
-34,592
402
$79.8M 0.04%
3,038,251
-2,732,610
403
$79.4M 0.04%
726,739
+97,751
404
$79.2M 0.04%
2,382,674
-987,394
405
$79.1M 0.04%
3,502,860
-147,616
406
$78.7M 0.04%
1,008,650
+109,957
407
$78.6M 0.04%
6,494,951
+372,225
408
$78.5M 0.04%
2,062,701
-70,243
409
$78.5M 0.04%
849,353
-8,461
410
$78.5M 0.04%
1,331,762
-286,586
411
$78.3M 0.04%
7,973,627
+3,481,430
412
$78.1M 0.04%
817,646
-39,086
413
$78.1M 0.04%
5,274,129
+729,500
414
$77.3M 0.04%
1,398,288
-14,076
415
$77M 0.04%
1,046,106
-124,297
416
$77M 0.04%
2,313,241
+192,348
417
$77M 0.04%
956,208
-403,372
418
$76.9M 0.04%
504,254
-13,937
419
$76.4M 0.04%
2,665,203
+2,644,816
420
$76M 0.04%
468,871
-433,613
421
$75.9M 0.04%
579,249
-76,990
422
$75.4M 0.04%
1,327,675
+602,850
423
$75M 0.04%
956,394
-53,452
424
$74.6M 0.04%
533,554
+186,220
425
$74.5M 0.04%
730,914
+219,236