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
$233B
AUM Growth
+$43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,829
New
Increased
Reduced
Closed

Top Sells

1 +$385M
2 +$294M
3 +$258M
4
WFC icon
Wells Fargo
WFC
+$251M
5
C icon
Citigroup
C
+$236M

Sector Composition

1 Technology 23.56%
2 Healthcare 12.1%
3 Financials 10.73%
4 Consumer Discretionary 8.24%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$69.1M 0.03%
1,635,400
-72,500
502
$68.8M 0.03%
1,335,096
+289,690
503
$68.4M 0.03%
3,830,113
+391,779
504
$68.3M 0.03%
402,181
-560,770
505
$68.3M 0.03%
1,418,248
+532,839
506
$68.3M 0.03%
1,546,194
+599,700
507
$67.7M 0.03%
1,158,378
+179,743
508
$67.7M 0.03%
833,137
-32,435
509
$67.2M 0.03%
833,858
-314,322
510
$67.2M 0.03%
12,304,288
-1,083,373
511
$66.9M 0.03%
1,158,275
-1,160,120
512
$66.8M 0.03%
3,110,989
+1,557,644
513
$66.6M 0.03%
1,717,236
+8,344
514
$66.4M 0.03%
572,921
-9,700
515
$66.2M 0.03%
982,897
-675,516
516
$66.2M 0.03%
1,378,746
-179,174
517
$66M 0.03%
1,220,984
+212,752
518
$65.7M 0.03%
3,800,868
+577,755
519
$65.6M 0.03%
2,696,335
+1,119,027
520
$65.3M 0.03%
1,203,313
-1,263,191
521
$65.3M 0.03%
770,602
-83,408
522
$65.3M 0.03%
1,311,471
+217,865
523
$65.2M 0.03%
367,179
-490
524
$65.2M 0.03%
237,335
-244,577
525
$65.1M 0.03%
814,080
-155,072