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Ameriprise

Ameriprise Portfolio holdings

AUM $431B
1-Year Est. Return 30.59%
 

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
+30.59%
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 10.77%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4651
-628,361
4652
-115
4653
-55,029
4654
-108,080
4655
-202,707
4656
-13,210
4657
-211,365
4658
-1,720
4659
-1,000
4660
-300
4661
-10
4662
-119,975
4663
-594,458
4664
-1,101
4665
-421,569
4666
-513,888
4667
$0 ﹤0.01%
180
+18
4668
-10,526
4669
$0 ﹤0.01%
10
4670
-756,500
4671
-326
4672
$0 ﹤0.01%
5,190
4673
$0 ﹤0.01%
5,140
4674
$0 ﹤0.01%
1
4675
-100