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
1401
$18.6M ﹤0.01%
869,679
-433,848
1402
$18.6M ﹤0.01%
352,992
-72,194
1403
$18.5M ﹤0.01%
684,853
+104,757
1404
$18.5M ﹤0.01%
679,932
-1,388,895
1405
$18.4M ﹤0.01%
328,983
+9,080
1406
$18.4M ﹤0.01%
577,142
-49,689
1407
$18.3M ﹤0.01%
140,496
+6,798
1408
$18.3M ﹤0.01%
858,168
-206,859
1409
$18.3M ﹤0.01%
154,602
+6,609
1410
$18.2M ﹤0.01%
678,954
-7,440
1411
$18.2M ﹤0.01%
533,149
+11,170
1412
$18.2M ﹤0.01%
495,524
+18,585
1413
$18.2M ﹤0.01%
214,129
+3,173
1414
$18.1M ﹤0.01%
595,593
-38,177
1415
$18.1M ﹤0.01%
167,713
-4,376
1416
$18M ﹤0.01%
1,781,420
+374,979
1417
$18M ﹤0.01%
78,650
+30,642
1418
$17.9M ﹤0.01%
30,270
-9,071
1419
$17.9M ﹤0.01%
219,158
-1,196
1420
$17.9M ﹤0.01%
775,957
-31,273
1421
$17.9M ﹤0.01%
2,057,312
-164,324
1422
$17.8M ﹤0.01%
994,090
-25,375
1423
$17.8M ﹤0.01%
353,088
+38,157
1424
$17.7M ﹤0.01%
154,186
+6,686
1425
$17.6M ﹤0.01%
1,745,661
-1,000,759