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
$200B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,902
New
Increased
Reduced
Closed

Top Sells

1 +$475M
2 +$356M
3 +$325M
4
AAPL icon
Apple
AAPL
+$325M
5
MSFT icon
Microsoft
MSFT
+$323M

Sector Composition

1 Technology 17%
2 Financials 12.97%
3 Healthcare 12.18%
4 Consumer Discretionary 8.39%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$18.2M 0.01%
259,050
-7,393
1102
$18.2M 0.01%
333,673
-178,348
1103
$18.2M 0.01%
475,909
-157,480
1104
$18.2M 0.01%
428,763
+43,261
1105
$18.2M 0.01%
561,823
-101,748
1106
$18.1M 0.01%
73,915
+6,280
1107
$18.1M 0.01%
379,355
+41,936
1108
$18M 0.01%
287,192
-57,741
1109
$18M 0.01%
602,631
+103,172
1110
$18M 0.01%
832,569
+23,992
1111
$18M 0.01%
650,031
+79,914
1112
$18M 0.01%
933,884
-2,961
1113
$17.9M 0.01%
1,127,624
+32,500
1114
$17.9M 0.01%
149,034
-18,613
1115
$17.9M 0.01%
252,468
+28,790
1116
$17.9M 0.01%
177,807
-167,667
1117
$17.8M 0.01%
347,882
-21,368
1118
$17.8M 0.01%
135,512
+43,072
1119
$17.7M 0.01%
192,032
+184,818
1120
$17.7M 0.01%
412,234
-24,632
1121
$17.7M 0.01%
113,900
-4,960
1122
$17.7M 0.01%
549,383
-14,657
1123
$17.6M 0.01%
1,234,273
+144,436
1124
$17.6M 0.01%
306,901
+253,203
1125
$17.5M 0.01%
750,222
-232,640