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
$241B
AUM Growth
+$17.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1 +$470M
2 +$421M
3 +$241M
4
MDT icon
Medtronic
MDT
+$231M
5
VFC icon
VF Corp
VFC
+$214M

Top Sells

1 +$450M
2 +$389M
3 +$271M
4
NKE icon
Nike
NKE
+$268M
5
SCHW icon
Charles Schwab
SCHW
+$257M

Sector Composition

1 Technology 19.98%
2 Financials 13.01%
3 Healthcare 11.2%
4 Industrials 8.15%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$15.5M 0.01%
482,747
-15,383
1352
$15.5M 0.01%
211,408
-13,325
1353
$15.5M 0.01%
166,633
-13,603
1354
$15.5M 0.01%
220,113
-44,880
1355
$15.4M 0.01%
89,435
+761
1356
$15.4M 0.01%
223,055
-6,792
1357
$15.3M 0.01%
634,802
-38,717
1358
$15.3M 0.01%
299,010
-2,364
1359
$15.3M 0.01%
1,283,585
+52,375
1360
$15.3M 0.01%
181,755
-5,259
1361
$15.2M 0.01%
381,756
-14,452
1362
$15.2M 0.01%
210,569
+137,078
1363
$15.2M 0.01%
515,791
-10,616
1364
$15.2M 0.01%
709,037
-76,561
1365
$15.2M 0.01%
328,948
-8,432
1366
$15.2M 0.01%
157,959
+20,653
1367
$15.2M 0.01%
688,858
-89,126
1368
$15.2M 0.01%
197,239
-30,563
1369
$15.2M 0.01%
1,072,781
+3,469
1370
$15.2M 0.01%
+447,724
1371
$15.1M 0.01%
363,467
-67,565
1372
$15.1M 0.01%
1,149,699
+66,211
1373
$15.1M 0.01%
673,200
-54,245
1374
$15M 0.01%
1,382,447
-939,796
1375
$15M 0.01%
307,197
+20,607