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
1301
$21.6M 0.01%
591,404
+11,601
1302
$21.5M 0.01%
274,952
+66,985
1303
$21.5M 0.01%
98,639
+23,431
1304
$21.5M 0.01%
229,534
-4,073
1305
$21.5M 0.01%
1,030,021
+93,954
1306
$21.5M 0.01%
522,428
+41,535
1307
$21.4M 0.01%
204,205
+16,568
1308
$21.4M 0.01%
295,657
+101,246
1309
$21.4M 0.01%
103,160
+19,096
1310
$21.3M 0.01%
244,039
-25,938
1311
$21.3M 0.01%
473,142
+182,456
1312
$21.3M 0.01%
402,105
+228,976
1313
$21.3M 0.01%
363,585
-365,503
1314
$21.2M 0.01%
1,577,399
-84,779
1315
$21.2M 0.01%
424,239
+339,087
1316
$21.1M 0.01%
282,910
+8,398
1317
$21.1M 0.01%
201,194
-7,830
1318
$21.1M 0.01%
337,238
-27,060
1319
$21.1M 0.01%
265,800
+9,798
1320
$21.1M 0.01%
70,839
-19,712
1321
$21.1M 0.01%
398,109
+11,988
1322
$21M 0.01%
211,089
-57,723
1323
$20.9M 0.01%
422,835
-121,243
1324
$20.8M 0.01%
135,288
+66,611
1325
$20.8M 0.01%
364,276
+32,086