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
$165B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,334
New
Increased
Reduced
Closed

Top Buys

1 +$322M
2 +$314M
3 +$312M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$235M
5
JNJ icon
Johnson & Johnson
JNJ
+$234M

Top Sells

1 +$414M
2 +$314M
3 +$253M
4
ETN icon
Eaton
ETN
+$240M
5
GEN icon
Gen Digital
GEN
+$234M

Sector Composition

1 Financials 14.61%
2 Technology 13.84%
3 Healthcare 12.26%
4 Industrials 10.88%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$14.5M 0.01%
1,725,547
+62,389
1202
$14.5M 0.01%
214,127
-157,273
1203
$14.5M 0.01%
297,846
+3,089
1204
$14.5M 0.01%
557,346
-60,733
1205
$14.5M 0.01%
731,402
-151,703
1206
$14.5M 0.01%
353,035
-11,014
1207
$14.5M 0.01%
586,680
+265,976
1208
$14.5M 0.01%
1,287,565
-168,650
1209
$14.5M 0.01%
467,140
-1,032,284
1210
$14.5M 0.01%
26,119
+7,620
1211
$14.5M 0.01%
167,290
-14,743
1212
$14.4M 0.01%
389,427
-138,243
1213
$14.4M 0.01%
131,426
+1,753
1214
$14.4M 0.01%
476,360
+269,610
1215
$14.4M 0.01%
1,462,071
-10,782
1216
$14.4M 0.01%
336,206
+34,664
1217
$14.4M 0.01%
217,462
-12,179
1218
$14.4M 0.01%
1,432,643
-133,623
1219
$14.4M 0.01%
419,010
-83,967
1220
$14.3M 0.01%
273,134
+32,584
1221
$14.3M 0.01%
481,121
-614,806
1222
$14.3M 0.01%
279,858
-22,008
1223
$14.2M 0.01%
710,781
-185,596
1224
$14.1M 0.01%
512,024
-58,094
1225
$14.1M 0.01%
1,175,531
+273,430