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
1276
$12.6M 0.01%
189,949
+17,982
1277
$12.6M 0.01%
426,538
+55,515
1278
$12.6M 0.01%
240,804
+80,956
1279
$12.6M 0.01%
917,880
-4,331
1280
$12.6M 0.01%
473,217
-36,797
1281
$12.6M 0.01%
292,079
+2,382
1282
$12.5M 0.01%
471,750
+7,779
1283
$12.5M 0.01%
232,815
+179,563
1284
$12.5M 0.01%
509,567
-272,787
1285
$12.4M 0.01%
264,066
-72,140
1286
$12.4M 0.01%
2,294,632
-344,880
1287
$12.4M 0.01%
1,173,875
+430,180
1288
$12.4M 0.01%
381,141
-16,740
1289
$12.4M 0.01%
226,508
-150,633
1290
$12.3M 0.01%
217,955
+2,527
1291
$12.3M 0.01%
178,405
+5,416
1292
$12.3M 0.01%
296,072
+234,242
1293
$12.3M 0.01%
875,218
-40,138
1294
$12.3M 0.01%
188,144
-39,381
1295
$12.3M 0.01%
476,594
+144,353
1296
$12.3M 0.01%
915,191
+81,752
1297
$12.3M 0.01%
369,509
-27,201
1298
$12.2M 0.01%
119,518
+1,773
1299
$12.2M 0.01%
552,460
+920
1300
$12.2M 0.01%
1,515,662
-77,517