Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

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
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233B
AUM Growth
+$43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,829
New
Increased
Reduced
Closed

Top Sells

1 +$385M
2 +$294M
3 +$258M
4
WFC icon
Wells Fargo
WFC
+$251M
5
C icon
Citigroup
C
+$236M

Sector Composition

1 Technology 23.56%
2 Healthcare 12.1%
3 Financials 10.73%
4 Consumer Discretionary 8.24%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$14.5M 0.01%
211,277
-26,308
1252
$14.4M 0.01%
243,956
-62,766
1253
$14.4M 0.01%
113,842
+9,494
1254
$14.4M 0.01%
102,187
+11,055
1255
$14.4M 0.01%
345,534
+323,544
1256
$14.3M 0.01%
843,069
+12,613
1257
$14.3M 0.01%
742,351
-68,501
1258
$14.3M 0.01%
1,655,526
+207,825
1259
$14.3M 0.01%
214,155
+9,092
1260
$14.3M 0.01%
269,937
-98,038
1261
$14.3M 0.01%
472,758
-38,081
1262
$14.2M 0.01%
160,537
-13,263
1263
$14.2M 0.01%
211,544
+50,420
1264
$14.2M 0.01%
123,507
-152,400
1265
$14.1M 0.01%
187,374
+10,716
1266
$14.1M 0.01%
483,409
-75,575
1267
$14.1M 0.01%
121,967
-3,116
1268
$14.1M 0.01%
45,427
-67,127
1269
$14.1M 0.01%
283,819
+19,661
1270
$14.1M 0.01%
303,137
-80,112
1271
$14.1M 0.01%
+298,012
1272
$14M 0.01%
541,342
+56,448
1273
$14M 0.01%
150,941
-41,533
1274
$14M 0.01%
382,121
+134
1275
$13.9M 0.01%
1,131,170
-47,508