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
1151
$16.7M 0.01%
345,116
+12,445
1152
$16.7M 0.01%
386,661
+311,863
1153
$16.7M 0.01%
429,194
+7,530
1154
$16.6M 0.01%
266,772
-24,223
1155
$16.6M 0.01%
135,641
+27,115
1156
$16.6M 0.01%
211,001
-8,054
1157
$16.6M 0.01%
720,981
+536,655
1158
$16.6M 0.01%
82,390
+21,286
1159
$16.6M 0.01%
321,122
+56,240
1160
$16.6M 0.01%
281,200
-71,887
1161
$16.5M 0.01%
158,977
-8,511
1162
$16.5M 0.01%
426,276
-29,318
1163
$16.5M 0.01%
157,500
-5,000
1164
$16.5M 0.01%
767,152
-53,238
1165
$16.4M 0.01%
194,589
-29,375
1166
$16.4M 0.01%
455,161
+7,566
1167
$16.4M 0.01%
332,146
+30,346
1168
$16.3M 0.01%
154,360
+80,767
1169
$16.3M 0.01%
517,959
-137,111
1170
$16.3M 0.01%
261,319
-16,246
1171
$16.3M 0.01%
311,273
+58,489
1172
$16.1M 0.01%
327,368
-34,510
1173
$16.1M 0.01%
108,114
+4,475
1174
$16.1M 0.01%
570,221
+200,136
1175
$16.1M 0.01%
653,914
+101,224