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
$167B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,973
New
Increased
Reduced
Closed

Top Buys

1 +$820M
2 +$387M
3 +$365M
4
JPM icon
JPMorgan Chase
JPM
+$317M
5
PG icon
Procter & Gamble
PG
+$298M

Top Sells

1 +$546M
2 +$485M
3 +$381M
4
GM icon
General Motors
GM
+$290M
5
T icon
AT&T
T
+$282M

Sector Composition

1 Technology 13.91%
2 Financials 13.88%
3 Healthcare 12.37%
4 Industrials 10.76%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
$20.6M 0.01%
414,659
+200,425
952
$20.5M 0.01%
264,999
+4,099
953
$20.5M 0.01%
421,479
+35,171
954
$20.5M 0.01%
580,449
+11,856
955
$20.5M 0.01%
464,856
+9,252
956
$20.5M 0.01%
850,493
+65,017
957
$20.4M 0.01%
729,878
+4,468
958
$20.4M 0.01%
372,770
+47,310
959
$20.3M 0.01%
230,305
+20,245
960
$20.3M 0.01%
801,311
-16,207
961
$20.2M 0.01%
318,497
+9,577
962
$20.2M 0.01%
885,032
+366,632
963
$20.1M 0.01%
186,329
+70,744
964
$20.1M 0.01%
585,054
-16,547
965
$20.1M 0.01%
33,485
+1,129
966
$20.1M 0.01%
786,769
+5,020
967
$20M 0.01%
1,346,592
+1,089
968
$20M 0.01%
1,334,374
-77,587
969
$20M 0.01%
597,078
-1,922,126
970
$20M 0.01%
799,442
-586
971
$20M 0.01%
300,610
+4,965
972
$20M 0.01%
395,979
-11,636
973
$19.9M 0.01%
173,548
+7,138
974
$19.8M 0.01%
336,542
+256,300
975
$19.8M 0.01%
1,331,528
+6,204