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
$406B
AUM Growth
+$35.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,139
New
Increased
Reduced
Closed

Top Buys

1 +$601M
2 +$574M
3 +$429M
4
MO icon
Altria Group
MO
+$370M
5
WIX icon
WIX.com
WIX
+$294M

Top Sells

1 +$581M
2 +$465M
3 +$300M
4
BDX icon
Becton Dickinson
BDX
+$267M
5
UNH icon
UnitedHealth
UNH
+$265M

Sector Composition

1 Technology 25.1%
2 Financials 11.83%
3 Industrials 8.15%
4 Healthcare 7.52%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$100M 0.02%
319,059
+138,947
552
$99.5M 0.02%
284,238
-93,322
553
$99.2M 0.02%
1,298,092
+245,930
554
$98.7M 0.02%
1,106,334
-184,511
555
$98.6M 0.02%
812,776
-16,780
556
$98.5M 0.02%
4,847,910
+3,602,860
557
$98.4M 0.02%
241,744
-181
558
$98.3M 0.02%
3,132,600
+22,539
559
$98.3M 0.02%
3,494,812
+433,964
560
$98.3M 0.02%
1,617,956
-65,190
561
$97.8M 0.02%
278,941
+29,423
562
$97.6M 0.02%
5,691,727
+164,364
563
$97.5M 0.02%
1,002,239
-17,324
564
$97.4M 0.02%
1,327,532
-71,468
565
$96.9M 0.02%
403,586
-87,827
566
$96.8M 0.02%
193,006
-36,337
567
$96.7M 0.02%
604,840
+112,380
568
$96.2M 0.02%
179,421
+10,526
569
$96.1M 0.02%
4,407,809
+1,318,322
570
$96M 0.02%
427,145
-22,997
571
$96M 0.02%
2,382,707
+93,895
572
$95.3M 0.02%
2,166,489
+551,269
573
$94.9M 0.02%
2,291,673
+951,673
574
$94.7M 0.02%
555,486
+164,722
575
$94.7M 0.02%
381,747
-75,542