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 8.16%
4 Healthcare 7.52%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$33.4M 0.01%
829,679
-22,370
1077
$33.4M 0.01%
4,103,573
+381,462
1078
$33.3M 0.01%
822,234
-149,228
1079
$33.3M 0.01%
1,372,710
-763,896
1080
$33.1M 0.01%
1,100,552
+9,242
1081
$33M 0.01%
784,580
+148,573
1082
$32.9M 0.01%
1,588,198
+106,389
1083
$32.9M 0.01%
671,199
-348,649
1084
$32.8M 0.01%
1,565,212
+260,759
1085
$32.8M 0.01%
481,993
-3,631
1086
$32.8M 0.01%
1,405,875
-869,371
1087
$32.8M 0.01%
669,758
+97,267
1088
$32.7M 0.01%
133,787
-26,036
1089
$32.6M 0.01%
890,708
+49,540
1090
$32.4M 0.01%
628,855
+301,119
1091
$32.3M 0.01%
253,055
+29,572
1092
$32.1M 0.01%
718,412
-927,796
1093
$32.1M 0.01%
1,210,388
+41,295
1094
$32.1M 0.01%
141,633
-39,443
1095
$32.1M 0.01%
310,914
-283,684
1096
$31.8M 0.01%
722,500
+259,189
1097
$31.8M 0.01%
335,818
+105,669
1098
$31.8M 0.01%
1,108,343
-156,772
1099
$31.8M 0.01%
2,261,021
-101,390
1100
$31.7M 0.01%
132,120
-19,177