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
$223B
AUM Growth
+$5.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,837
New
Increased
Reduced
Closed

Top Buys

1 +$464M
2 +$321M
3 +$306M
4
ABT icon
Abbott
ABT
+$294M
5
AZO icon
AutoZone
AZO
+$229M

Top Sells

1 +$301M
2 +$277M
3 +$276M
4
DD icon
DuPont de Nemours
DD
+$257M
5
MSFT icon
Microsoft
MSFT
+$255M

Sector Composition

1 Technology 18.35%
2 Financials 12.97%
3 Healthcare 11.29%
4 Industrials 8.47%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$32.2M 0.01%
1,539,851
-976,132
877
$32M 0.01%
694,243
+194,029
878
$32M 0.01%
852,202
+221,123
879
$32M 0.01%
449,291
+323,225
880
$32M 0.01%
137,296
+8,969
881
$32M 0.01%
197,104
+3,029
882
$31.7M 0.01%
193,027
-549,770
883
$31.7M 0.01%
223,231
+174,514
884
$31.7M 0.01%
227,692
-45,299
885
$31.4M 0.01%
994,792
-40,166
886
$31.3M 0.01%
1,851,462
+153,144
887
$31.2M 0.01%
+475,000
888
$31.2M 0.01%
264,729
+102,982
889
$31.1M 0.01%
96,708
-121,694
890
$31.1M 0.01%
1,179,847
+105,598
891
$31M 0.01%
152,818
-102,577
892
$31M 0.01%
473,771
-380,903
893
$31M 0.01%
2,690,453
-8,817
894
$30.8M 0.01%
300,925
+5,314
895
$30.7M 0.01%
576,721
-11,877
896
$30.7M 0.01%
4,141,720
+711,617
897
$30.7M 0.01%
743,167
-61,546
898
$30.7M 0.01%
716,088
+236,271
899
$30.6M 0.01%
345,725
+14,113
900
$30.4M 0.01%
1,418,644
-1,744,118