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
$167B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,973
New
Increased
Reduced
Closed

Top Buys

1 +$820M
2 +$387M
3 +$365M
4
JPM icon
JPMorgan Chase
JPM
+$317M
5
PG icon
Procter & Gamble
PG
+$298M

Top Sells

1 +$546M
2 +$485M
3 +$381M
4
GM icon
General Motors
GM
+$290M
5
T icon
AT&T
T
+$282M

Sector Composition

1 Technology 13.91%
2 Financials 13.88%
3 Healthcare 12.37%
4 Industrials 10.76%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$66.9M 0.04%
1,666,750
-231,778
427
$66.5M 0.04%
2,213,808
+232,858
428
$66.4M 0.04%
501,066
-12,631
429
$66.2M 0.04%
621,097
-288,190
430
$66.2M 0.04%
934,667
+214,497
431
$66.1M 0.04%
2,408,427
-904,931
432
$66M 0.04%
934,273
+127,395
433
$65.9M 0.04%
825,151
+156,137
434
$65.8M 0.04%
2,167,051
+1,574,366
435
$65.8M 0.04%
803,447
+314,668
436
$65.7M 0.04%
6,392,352
+784,844
437
$65.3M 0.04%
2,225,367
+103,342
438
$65.2M 0.04%
1,338,848
-134,151
439
$65.1M 0.04%
754,984
-545,075
440
$64.8M 0.04%
1,199,430
+179,169
441
$64.7M 0.04%
879,297
+36,127
442
$64.7M 0.04%
2,503,440
-104,281
443
$64.3M 0.04%
1,224,228
-1,570,920
444
$64M 0.04%
920,023
-64,558
445
$63.8M 0.04%
1,139,715
+455,779
446
$63.8M 0.04%
1,401,799
+467
447
$63.5M 0.04%
2,567,438
-317,850
448
$63.3M 0.04%
1,229,964
-25,045
449
$63.2M 0.04%
843,389
+217,222
450
$63M 0.04%
2,708,851
+585,551