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
101
$420M 0.22%
7,809,175
+3,477,912
102
$417M 0.22%
2,713,154
-61,436
103
$409M 0.21%
3,497,346
-652,432
104
$409M 0.21%
1,066,268
-52,966
105
$401M 0.21%
1,743,758
+390,767
106
$400M 0.21%
9,684,655
+695,422
107
$398M 0.21%
5,632,587
+198,630
108
$396M 0.21%
3,715,713
-150,642
109
$392M 0.2%
8,823,399
+2,231,316
110
$388M 0.2%
1,620,796
+469,462
111
$382M 0.2%
4,801,010
+451,197
112
$382M 0.2%
2,300,811
-141,057
113
$380M 0.2%
3,199,629
-713,572
114
$377M 0.2%
9,122,583
+1,514,418
115
$372M 0.19%
8,827,941
+672,912
116
$370M 0.19%
7,517,817
+983
117
$365M 0.19%
12,619,519
+3,299,545
118
$365M 0.19%
11,360,836
-83,292
119
$363M 0.19%
3,508,767
-101,233
120
$363M 0.19%
5,289,686
-877,931
121
$357M 0.18%
14,059,293
-2,945,481
122
$347M 0.18%
2,886,390
-34,612
123
$342M 0.18%
6,801,591
+3,223,995
124
$342M 0.18%
4,127,933
+551,021
125
$341M 0.18%
3,173,888
-2,308,690