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
826
$52.9M 0.01%
9,203,210
+410,894
827
$52.9M 0.01%
3,161,576
+571,203
828
$52.7M 0.01%
1,011,398
+1,014
829
$52.7M 0.01%
953,874
-1,774,377
830
$52.6M 0.01%
1,617,080
+543,539
831
$52.6M 0.01%
386,380
-1,900
832
$52.5M 0.01%
43,293
+2,991
833
$52.5M 0.01%
5,582,968
+417,972
834
$52.5M 0.01%
1,475,797
+14,358
835
$52.4M 0.01%
1,706,571
-89,471
836
$52.4M 0.01%
157,677
-15,198
837
$52.3M 0.01%
1,270,478
+76,417
838
$52.3M 0.01%
2,599,097
+169,761
839
$52.2M 0.01%
1,007,374
-588,503
840
$52.2M 0.01%
446,964
-41,307
841
$52.2M 0.01%
1,277,271
+74,931
842
$52.2M 0.01%
2,008,072
-52,633
843
$52M 0.01%
300,470
-432,295
844
$51.9M 0.01%
6,099,085
-597,711
845
$51.7M 0.01%
1,214,119
+24,162
846
$51.5M 0.01%
893,333
-274,831
847
$51.5M 0.01%
1,501,764
+98,303
848
$51.4M 0.01%
589,550
-42,998
849
$51.4M 0.01%
318,061
+26,461
850
$51.2M 0.01%
327,607
+212,184