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
1451
$16.9M ﹤0.01%
1,143,824
-8,491
1452
$16.8M ﹤0.01%
258,730
+281
1453
$16.8M ﹤0.01%
212,503
+220
1454
$16.8M ﹤0.01%
1,978,926
-114,326
1455
$16.8M ﹤0.01%
64,584
-52,416
1456
$16.7M ﹤0.01%
372,573
-11,282
1457
$16.7M ﹤0.01%
1,077,232
-46,467
1458
$16.7M ﹤0.01%
161,959
-7,608
1459
$16.7M ﹤0.01%
1,693,056
+229,954
1460
$16.7M ﹤0.01%
844,420
+64,498
1461
$16.6M ﹤0.01%
799,252
+76,839
1462
$16.6M ﹤0.01%
228,440
-268,302
1463
$16.6M ﹤0.01%
690,149
+526,977
1464
$16.6M ﹤0.01%
150,192
+4,306
1465
$16.6M ﹤0.01%
434,074
-9,840
1466
$16.6M ﹤0.01%
290,578
-42,826
1467
$16.5M ﹤0.01%
358,563
+220,473
1468
$16.5M ﹤0.01%
211,309
+26,949
1469
$16.5M ﹤0.01%
1,099,627
-76,777
1470
$16.5M ﹤0.01%
92,766
+2,193
1471
$16.5M ﹤0.01%
128,348
+30,715
1472
$16.3M ﹤0.01%
66,342
+3,810
1473
$16.3M ﹤0.01%
199,294
+45,417
1474
$16.2M ﹤0.01%
83,303
-15,511
1475
$16.2M ﹤0.01%
8,281
-374