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
1101
$18.1M 0.01%
431,859
-41,290
1102
$18.1M 0.01%
130,490
-97,281
1103
$18.1M 0.01%
830,401
+93,557
1104
$18.1M 0.01%
181,285
+16,362
1105
$18M 0.01%
3,225,888
-368,150
1106
$18M 0.01%
345,030
-15,169
1107
$18M 0.01%
594,250
-44,902
1108
$18M 0.01%
724,551
-160,602
1109
$18M 0.01%
164,632
-3,159
1110
$17.9M 0.01%
898,700
-375,703
1111
$17.9M 0.01%
163,820
-4,594
1112
$17.9M 0.01%
237,772
-69,597
1113
$17.8M 0.01%
1,214,828
-33,355
1114
$17.8M 0.01%
1,090,696
+10,511
1115
$17.8M 0.01%
317,658
-9,277
1116
$17.8M 0.01%
661,559
+5,818
1117
$17.7M 0.01%
+647,180
1118
$17.7M 0.01%
1,259,227
+5,969
1119
$17.6M 0.01%
+692,143
1120
$17.6M 0.01%
326,125
+166,181
1121
$17.6M 0.01%
719,894
-21,443
1122
$17.6M 0.01%
687,861
-27,003
1123
$17.6M 0.01%
1,574,970
-153,436
1124
$17.6M 0.01%
396,734
+35,072
1125
$17.5M 0.01%
266,551
+27,042