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
1076
$22M 0.01%
939,846
+195,856
1077
$22M 0.01%
124,363
+3,020
1078
$21.9M 0.01%
123,270
-398
1079
$21.9M 0.01%
413,432
-64,059
1080
$21.9M 0.01%
400,666
+35,682
1081
$21.8M 0.01%
1,046,528
+530,897
1082
$21.8M 0.01%
695,599
-61,544
1083
$21.7M 0.01%
706,206
-96,585
1084
$21.7M 0.01%
357,210
+9,034
1085
$21.7M 0.01%
1,091,724
-34,019
1086
$21.7M 0.01%
352,625
-17,434
1087
$21.7M 0.01%
486,597
+39,501
1088
$21.7M 0.01%
262,409
-17,997
1089
$21.7M 0.01%
138,915
+311
1090
$21.7M 0.01%
436,235
+45,774
1091
$21.7M 0.01%
646,662
+22,674
1092
$21.7M 0.01%
965,762
+723,046
1093
$21.5M 0.01%
290,233
+92,526
1094
$21.5M 0.01%
+466,299
1095
$21.5M 0.01%
1,261,816
+1,089,218
1096
$21.5M 0.01%
902,442
-5,042
1097
$21.5M 0.01%
898,190
+66,065
1098
$21.5M 0.01%
1,498,702
+301,056
1099
$21.4M 0.01%
527,319
+1,876
1100
$21.4M 0.01%
609,127
-12,565