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
1176
$27.2M 0.01%
1,445,087
+53,609
1177
$27.2M 0.01%
510,592
-1,515
1178
$27M 0.01%
+522,515
1179
$27M 0.01%
170,062
+28,992
1180
$27M 0.01%
1,281,156
+142,854
1181
$26.9M 0.01%
198,353
+19,696
1182
$26.9M 0.01%
651,995
-278,761
1183
$26.7M 0.01%
900,885
-3,410
1184
$26.7M 0.01%
543,551
-10,819
1185
$26.7M 0.01%
1,288,931
-91,958
1186
$26.7M 0.01%
2,257,314
+579,987
1187
$26.6M 0.01%
149,157
-717,788
1188
$26.6M 0.01%
+548,559
1189
$26.6M 0.01%
650,827
-55,576
1190
$26.5M 0.01%
767,198
-379,320
1191
$26.4M 0.01%
870,474
+7,302
1192
$26.3M 0.01%
577,748
-194,767
1193
$26.3M 0.01%
242,429
-143
1194
$26.3M 0.01%
178,840
-57,786
1195
$26.1M 0.01%
870,703
-6,218
1196
$26M 0.01%
227,392
+111,328
1197
$26M 0.01%
1,010,028
-441,385
1198
$25.8M 0.01%
1,726,357
+536,943
1199
$25.8M 0.01%
494,872
+331,823
1200
$25.7M 0.01%
512,211
+101,253