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
1226
$24.6M 0.01%
801,460
+41,965
1227
$24.6M 0.01%
364,054
-19,534
1228
$24.5M 0.01%
454,805
+40,042
1229
$24.5M 0.01%
69,597
+46,788
1230
$24.4M 0.01%
1,110,775
-883,129
1231
$24.3M 0.01%
119,818
+83,811
1232
$24.3M 0.01%
1,538,244
+915,595
1233
$24.3M 0.01%
603,376
+224,749
1234
$24.3M 0.01%
818,502
-301,680
1235
$24.3M 0.01%
240,213
+13,018
1236
$24.2M 0.01%
137,939
-37,407
1237
$24.2M 0.01%
296,747
+455
1238
$24.1M 0.01%
119,937
-6,340
1239
$24M 0.01%
59,429
+3,089
1240
$24M 0.01%
4,819,505
+184,734
1241
$23.9M 0.01%
3,493,413
-37,212
1242
$23.9M 0.01%
297,280
-354,620
1243
$23.9M 0.01%
163,531
+65,148
1244
$23.8M 0.01%
112,705
+14,369
1245
$23.7M 0.01%
787,541
+158,687
1246
$23.6M 0.01%
255,931
+110,684
1247
$23.6M 0.01%
759,827
-71,724
1248
$23.5M 0.01%
124,034
+101,818
1249
$23.4M 0.01%
607,659
+8,686
1250
$23.4M 0.01%
1,475,585
+977,786