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
$144B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,923
New
Increased
Reduced
Closed

Top Buys

1 +$2.05B
2 +$2.01B
3 +$1.9B
4
AAPL icon
Apple
AAPL
+$1.87B
5
CVX icon
Chevron
CVX
+$1.61B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.15%
2 Technology 13.28%
3 Healthcare 12.1%
4 Industrials 10.88%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$10.5M 0.01%
+385,810
1352
$10.5M 0.01%
+262,544
1353
$10.5M 0.01%
+667,445
1354
$10.5M 0.01%
+1,854,159
1355
$10.4M 0.01%
+473,579
1356
$10.4M 0.01%
+303,016
1357
$10.4M 0.01%
+378,736
1358
$10.4M 0.01%
+263,919
1359
$10.4M 0.01%
+1,818,369
1360
$10.3M 0.01%
+123,830
1361
$10.3M 0.01%
+3,470,341
1362
$10.3M 0.01%
+62,841
1363
$10.3M 0.01%
+2,270,239
1364
$10.3M 0.01%
+591,151
1365
$10.3M 0.01%
+322,343
1366
$10.3M 0.01%
+184,681
1367
$10.2M 0.01%
+1,634,570
1368
$10.2M 0.01%
+831,142
1369
$10.2M 0.01%
+367,697
1370
$10.2M 0.01%
+58,047
1371
$10.2M 0.01%
+414,519
1372
$10.1M 0.01%
+218,239
1373
$10.1M 0.01%
+519,093
1374
$10.1M 0.01%
+86,765
1375
$10.1M 0.01%
+442,374