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
$167B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,973
New
Increased
Reduced
Closed

Top Buys

1 +$820M
2 +$387M
3 +$365M
4
JPM icon
JPMorgan Chase
JPM
+$317M
5
PG icon
Procter & Gamble
PG
+$298M

Top Sells

1 +$546M
2 +$485M
3 +$381M
4
GM icon
General Motors
GM
+$290M
5
T icon
AT&T
T
+$282M

Sector Composition

1 Technology 13.91%
2 Financials 13.88%
3 Healthcare 12.37%
4 Industrials 10.76%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$10.3M 0.01%
+486,898
1427
$10.3M 0.01%
545,836
-28,030
1428
$10.3M 0.01%
351,457
+6,220
1429
$10.3M 0.01%
187,258
-9,978
1430
$10.3M 0.01%
293,309
-74,298
1431
$10.3M 0.01%
445,820
+114,237
1432
$10.3M 0.01%
265,198
+61,170
1433
$10.3M 0.01%
155,807
+3,070
1434
$10.3M 0.01%
90,627
+3,294
1435
$10.3M 0.01%
627,124
+57,712
1436
$10.3M 0.01%
179,560
+179,500
1437
$10.3M 0.01%
1,273,505
+207,733
1438
$10.3M 0.01%
158,820
+3,322
1439
$10.3M 0.01%
132,045
+1,246
1440
$10.2M 0.01%
267,816
-9,000
1441
$10.2M 0.01%
980,133
+271,377
1442
$10.2M 0.01%
166,935
+11,877
1443
$10.2M 0.01%
1,585,300
+26,400
1444
$10.2M 0.01%
677,276
-30
1445
$10.2M 0.01%
1,079
-2,527
1446
$10.1M 0.01%
427,615
+4,442
1447
$10.1M 0.01%
249,426
+87,409
1448
$10.1M 0.01%
207,540
-67,842
1449
$10.1M 0.01%
1,006,668
+93,760
1450
$10.1M 0.01%
67,819
+5,423