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
$183B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,154
New
Increased
Reduced
Closed

Top Buys

1 +$450M
2 +$423M
3 +$328M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$289M
5
COST icon
Costco
COST
+$271M

Top Sells

1 +$306M
2 +$271M
3 +$262M
4
BMY icon
Bristol-Myers Squibb
BMY
+$258M
5
PSA icon
Public Storage
PSA
+$217M

Sector Composition

1 Technology 15.18%
2 Financials 14.8%
3 Healthcare 11.77%
4 Industrials 8.71%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$12.3M 0.01%
884,151
-20,769
1327
$12.2M 0.01%
215,327
-72,145
1328
$12.2M 0.01%
461,261
-35,014
1329
$12.2M 0.01%
387,132
+5,522
1330
$12.2M 0.01%
316,689
+46,075
1331
$12.2M 0.01%
151,968
-20,301
1332
$12.2M 0.01%
222,432
+2,723
1333
$12.2M 0.01%
237,231
+65,727
1334
$12.2M 0.01%
73,119
+3,699
1335
$12.2M 0.01%
412,742
+144,839
1336
$12.1M 0.01%
367,255
+5,400
1337
$12.1M 0.01%
1,248,305
+41,789
1338
$12.1M 0.01%
475,410
+6,322
1339
$12.1M 0.01%
+206,714
1340
$12.1M 0.01%
364,195
-6,883
1341
$12.1M 0.01%
427,268
+78,174
1342
$12M 0.01%
254,053
+22,060
1343
$12M 0.01%
374,685
-62,262
1344
$12M 0.01%
353,531
+4,409
1345
$12M 0.01%
227,245
+55,721
1346
$12M 0.01%
901,389
+83,147
1347
$12M 0.01%
289,609
+5,692
1348
$12M 0.01%
324,458
-291
1349
$12M 0.01%
177,651
-115,572
1350
$11.9M 0.01%
262,667
+65,903