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
1301
$13.5M 0.01%
278,686
-356,690
1302
$13.5M 0.01%
372,138
-57,448
1303
$13.5M 0.01%
547,984
-45,272
1304
$13.5M 0.01%
271,502
+123,644
1305
$13.5M 0.01%
985,214
-61,897
1306
$13.5M 0.01%
451,090
-49,820
1307
$13.4M 0.01%
300,000
+79,992
1308
$13.4M 0.01%
422,951
-33,268
1309
$13.4M 0.01%
189,256
+12,405
1310
$13.2M 0.01%
482,569
-42,694
1311
$13.2M 0.01%
199,506
-17,752
1312
$13.2M 0.01%
521,441
+90,182
1313
$13.2M 0.01%
129,344
+1,242
1314
$13.1M 0.01%
313,989
-32,064
1315
$13.1M 0.01%
347,538
+61,854
1316
$13.1M 0.01%
745,875
-126,145
1317
$13.1M 0.01%
375,093
-46,805
1318
$13M 0.01%
1,534,505
-215,856
1319
$13M 0.01%
832,288
+21,490
1320
$13M 0.01%
354,003
-110,666
1321
$12.9M 0.01%
426,467
-8,433
1322
$12.9M 0.01%
290,480
-19,224
1323
$12.9M 0.01%
600,993
-48,544
1324
$12.9M 0.01%
269,713
-455,169
1325
$12.9M 0.01%
542,129
-248,673