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
$193B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,236
New
Increased
Reduced
Closed

Top Buys

1 +$599M
2 +$329M
3 +$295M
4
COST icon
Costco
COST
+$294M
5
DPZ icon
Domino's
DPZ
+$269M

Top Sells

1 +$641M
2 +$627M
3 +$466M
4
HD icon
Home Depot
HD
+$382M
5
SHW icon
Sherwin-Williams
SHW
+$327M

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
601
$43.9M 0.02%
952,289
+113,409
602
$43.6M 0.02%
431,827
+225,723
603
$43.5M 0.02%
1,416,761
+119,322
604
$43.4M 0.02%
266,019
-32,825
605
$43.4M 0.02%
280,370
-7,482
606
$43.4M 0.02%
1,036,295
-38,979
607
$43.3M 0.02%
365,542
+43,352
608
$42.9M 0.02%
722,989
-156,337
609
$42.1M 0.02%
331,572
-15,269
610
$42.1M 0.02%
765,066
-10,562
611
$41.8M 0.02%
641,379
+429,621
612
$41.8M 0.02%
1,339,650
+135,515
613
$41.6M 0.02%
1,338,115
+160,494
614
$41.6M 0.02%
481,503
+3,947
615
$41.5M 0.02%
336,727
-8,093
616
$41.4M 0.02%
1,726,405
-177,971
617
$41.3M 0.02%
1,288,571
+756,441
618
$41.3M 0.02%
2,797,901
-1,743,571
619
$41.2M 0.02%
238,714
-139,010
620
$41M 0.02%
820,836
-3,274,732
621
$41M 0.02%
504,997
+125,176
622
$40.9M 0.02%
2,010,538
-370,386
623
$40.8M 0.02%
1,537,660
+35,468
624
$40.7M 0.02%
958,512
+41,116
625
$40.4M 0.02%
746,275
-130,507