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
$167B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,973
New
Increased
Reduced
Closed

Top Buys

1 +$820M
2 +$387M
3 +$365M
4
JPM icon
JPMorgan Chase
JPM
+$317M
5
PG icon
Procter & Gamble
PG
+$298M

Top Sells

1 +$546M
2 +$485M
3 +$381M
4
GM icon
General Motors
GM
+$290M
5
T icon
AT&T
T
+$282M

Sector Composition

1 Technology 13.91%
2 Financials 13.88%
3 Healthcare 12.37%
4 Industrials 10.76%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$13.8M 0.01%
465,201
-405,918
1227
$13.8M 0.01%
410,868
+5,900
1228
$13.8M 0.01%
530,123
+6,190
1229
$13.7M 0.01%
1,074,243
-67,534
1230
$13.7M 0.01%
174,433
-13,827
1231
$13.7M 0.01%
467,638
-137,885
1232
$13.7M 0.01%
390,818
+3,411
1233
$13.7M 0.01%
628,626
+11,818
1234
$13.7M 0.01%
285,626
+187,233
1235
$13.6M 0.01%
1,108,215
+185,463
1236
$13.6M 0.01%
11,847
+114
1237
$13.6M 0.01%
1,219,508
+146,718
1238
$13.6M 0.01%
367,214
+8,454
1239
$13.6M 0.01%
358,445
-151,757
1240
$13.6M 0.01%
55,469
+535
1241
$13.5M 0.01%
553,330
+301,548
1242
$13.5M 0.01%
218,788
-73,032
1243
$13.4M 0.01%
438,054
+11,946
1244
$13.4M 0.01%
441,550
+14,248
1245
$13.4M 0.01%
241,850
+209,018
1246
$13.4M 0.01%
561,728
+1,000
1247
$13.3M 0.01%
234,791
-396,972
1248
$13.3M 0.01%
554,208
-80,044
1249
$13.3M 0.01%
211,619
+25,599
1250
$13.2M 0.01%
193,889
-5,808