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
1201
$25.7M 0.01%
335,705
-1,111
1202
$25.7M 0.01%
1,060,685
+309,775
1203
$25.7M 0.01%
374,525
-1,866
1204
$25.6M 0.01%
77,599
+41,879
1205
$25.5M 0.01%
461,906
+22,154
1206
$25.4M 0.01%
572,738
+416,909
1207
$25.3M 0.01%
88,348
+6,734
1208
$25.2M 0.01%
347,741
+152,129
1209
$25.2M 0.01%
187,415
+145,906
1210
$25.1M 0.01%
298,492
-57,045
1211
$25.1M 0.01%
447,829
-30,484
1212
$25.1M 0.01%
+408,350
1213
$25M 0.01%
679,733
+5,000
1214
$25M 0.01%
513,291
+192,418
1215
$25M 0.01%
530,001
+299,984
1216
$25M 0.01%
66,880
-9,628
1217
$25M 0.01%
382,595
-8,237
1218
$24.9M 0.01%
437,706
+370,133
1219
$24.9M 0.01%
744,506
-16,314
1220
$24.9M 0.01%
488,696
-744
1221
$24.9M 0.01%
770,869
+90,342
1222
$24.8M 0.01%
576,391
+540,390
1223
$24.8M 0.01%
469,191
-1,258,809
1224
$24.7M 0.01%
1,609,328
-487,010
1225
$24.7M 0.01%
558,212
+444,903