Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.2%
 

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
+26.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,132
New
Increased
Reduced
Closed

Top Buys

1 +$360M
2 +$310M
3 +$281M
4
CI icon
Cigna
CI
+$234M
5
QCOM icon
Qualcomm
QCOM
+$230M

Top Sells

1 +$575M
2 +$461M
3 +$445M
4
JNJ icon
Johnson & Johnson
JNJ
+$411M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$407M

Sector Composition

1 Technology 22.39%
2 Healthcare 11.35%
3 Financials 10.6%
4 Industrials 8.58%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$21.1M 0.01%
253,789
-1,856
1202
$21.1M 0.01%
919,152
-129,403
1203
$21.1M 0.01%
737,582
+38,490
1204
$21.1M 0.01%
374,885
-47,688
1205
$21M 0.01%
954,821
+355,186
1206
$21M 0.01%
353,074
+46,303
1207
$21M 0.01%
277,889
-10,908
1208
$21M 0.01%
964,087
-166,156
1209
$21M 0.01%
270,383
-26,352
1210
$20.9M 0.01%
617,886
-65,085
1211
$20.9M 0.01%
532,328
-60,589
1212
$20.8M 0.01%
847,659
-158,538
1213
$20.8M 0.01%
833,555
-21,344
1214
$20.8M 0.01%
345,817
+14,946
1215
$20.8M 0.01%
2,070,728
-75,262
1216
$20.8M 0.01%
65,270
+15,625
1217
$20.8M 0.01%
202,741
-7,176
1218
$20.7M 0.01%
1,774,450
-15,086
1219
$20.7M 0.01%
328,008
-135,396
1220
$20.7M 0.01%
706,692
+31,587
1221
$20.7M 0.01%
66,869
-3,210
1222
$20.7M 0.01%
1,472,981
+288,238
1223
$20.6M 0.01%
537,631
-38,593
1224
$20.6M 0.01%
270,786
-128,194
1225
$20.6M 0.01%
334,525
-21,900