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
1226
$20.5M 0.01%
90,887
-8,897
1227
$20.5M 0.01%
474,138
+101,884
1228
$20.5M 0.01%
492,180
-3,635
1229
$20.5M 0.01%
623,868
-2,381
1230
$20.4M 0.01%
139,892
-5,206
1231
$20.4M 0.01%
246,211
-16,052
1232
$20.3M 0.01%
493,215
-5,414
1233
$20.3M 0.01%
1,378,020
+41,518
1234
$20.3M 0.01%
446,437
-81,132
1235
$20.3M 0.01%
757,623
+138,224
1236
$20.2M 0.01%
211,540
-7,381
1237
$20.2M 0.01%
258,892
+4,045
1238
$20.1M 0.01%
377,204
-54,002
1239
$20.1M 0.01%
376,090
-47,715
1240
$20.1M 0.01%
195,663
-130,447
1241
$20.1M 0.01%
782,811
-10,160
1242
$20.1M 0.01%
1,602,918
-3,060,875
1243
$20.1M 0.01%
206,164
-638,943
1244
$20M 0.01%
129,713
-15,667
1245
$20M 0.01%
58,525
-54,152
1246
$20M 0.01%
477,046
-9,768
1247
$20M 0.01%
901,881
+92,235
1248
$20M 0.01%
548,037
+46,490
1249
$20M 0.01%
294,271
-82,354
1250
$20M 0.01%
341,971
-17,681