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
$193B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,238
New
Increased
Reduced
Closed

Top Buys

1 +$601M
2 +$324M
3 +$294M
4
SO icon
Southern Company
SO
+$293M
5
DPZ icon
Domino's
DPZ
+$261M

Top Sells

1 +$647M
2 +$502M
3 +$482M
4
HD icon
Home Depot
HD
+$369M
5
PANW icon
Palo Alto Networks
PANW
+$321M

Sector Composition

1 Technology 15.65%
2 Financials 13.95%
3 Healthcare 11.81%
4 Consumer Discretionary 8.93%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$15.3M 0.01%
221,785
-18,066
1202
$15.3M 0.01%
1,187,728
+170,272
1203
$15.3M 0.01%
722,104
+142,663
1204
$15.3M 0.01%
359,581
-107,476
1205
$15.2M 0.01%
+453,299
1206
$15.2M 0.01%
249,410
+6,572
1207
$15.2M 0.01%
335,148
-227,795
1208
$15.2M 0.01%
273,027
-54,221
1209
$15.1M 0.01%
332,223
-22,766
1210
$15.1M 0.01%
791,557
-106,386
1211
$15.1M 0.01%
1,793,946
+22,418
1212
$15.1M 0.01%
481,199
-113,766
1213
$15.1M 0.01%
186,573
+18,298
1214
$15.1M 0.01%
173,621
+6,276
1215
$15.1M 0.01%
1,677,065
+131,011
1216
$15M 0.01%
258,068
-16,966
1217
$15M 0.01%
1,075,480
-498,817
1218
$15M 0.01%
226,403
+12,328
1219
$14.9M 0.01%
224,962
-140,781
1220
$14.9M 0.01%
148,973
+1,478
1221
$14.9M 0.01%
450,500
+28,813
1222
$14.9M 0.01%
793,963
-22,724
1223
$14.9M 0.01%
202,138
-3,606
1224
$14.9M 0.01%
1,447,063
+81,916
1225
$14.8M 0.01%
421,539
-23,246