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
$233B
AUM Growth
+$43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,829
New
Increased
Reduced
Closed

Top Sells

1 +$385M
2 +$294M
3 +$258M
4
WFC icon
Wells Fargo
WFC
+$251M
5
C icon
Citigroup
C
+$236M

Sector Composition

1 Technology 23.56%
2 Healthcare 12.1%
3 Financials 10.73%
4 Consumer Discretionary 8.24%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$19.7M 0.01%
248,800
-31,322
1052
$19.7M 0.01%
279,260
-37,294
1053
$19.6M 0.01%
372,149
-13,020
1054
$19.6M 0.01%
370,519
+206,456
1055
$19.6M 0.01%
274,023
-9,964
1056
$19.6M 0.01%
432,421
+87,909
1057
$19.5M 0.01%
200,411
+52,045
1058
$19.5M 0.01%
363,614
-20,177
1059
$19.5M 0.01%
645,912
-32,088
1060
$19.5M 0.01%
105,756
+21,580
1061
$19.5M 0.01%
+342,109
1062
$19.4M 0.01%
110,424
+24,137
1063
$19.4M 0.01%
839,657
-1,752,213
1064
$19.3M 0.01%
143,822
+2,208
1065
$19.3M 0.01%
394,125
+2,780
1066
$19.3M 0.01%
402,927
+9,998
1067
$19.2M 0.01%
365,508
+267,140
1068
$19.2M 0.01%
262,226
+28,985
1069
$19.2M 0.01%
148,611
-121,089
1070
$19.2M 0.01%
1,562,955
-740,532
1071
$19.1M 0.01%
591,087
-67,878
1072
$19.1M 0.01%
554,316
+2,279
1073
$19.1M 0.01%
329,342
-9,710
1074
$19.1M 0.01%
387,900
-85,620
1075
$19M 0.01%
256,672
+196,615