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
$183B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,154
New
Increased
Reduced
Closed

Top Buys

1 +$450M
2 +$423M
3 +$328M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$289M
5
COST icon
Costco
COST
+$271M

Top Sells

1 +$306M
2 +$271M
3 +$262M
4
BMY icon
Bristol-Myers Squibb
BMY
+$258M
5
PSA icon
Public Storage
PSA
+$217M

Sector Composition

1 Technology 15.18%
2 Financials 14.8%
3 Healthcare 11.77%
4 Industrials 8.71%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$10.1M 0.01%
30,500
-1,500
1477
$10.1M 0.01%
350,449
-26,354
1478
$10.1M 0.01%
91,203
+56,717
1479
$10M 0.01%
159,308
+57,500
1480
$10M 0.01%
65,109
-15,569
1481
$9.99M 0.01%
765,940
+247,788
1482
$9.99M 0.01%
96,119
+60,349
1483
$9.97M 0.01%
259,977
+35,035
1484
$9.96M 0.01%
412,707
+2,931
1485
$9.95M 0.01%
1,363,441
+519,781
1486
$9.95M 0.01%
617,680
-10,392
1487
$9.94M 0.01%
165,580
+68,182
1488
$9.94M 0.01%
418,862
+77,370
1489
$9.93M 0.01%
217,904
+23,167
1490
$9.93M 0.01%
73,843
-53,178
1491
$9.92M 0.01%
176,072
-16,125
1492
$9.91M 0.01%
260,493
+21,082
1493
$9.9M 0.01%
92,660
-10,472
1494
$9.89M 0.01%
102,573
-19,137
1495
$9.87M 0.01%
503,790
+12,155
1496
$9.85M 0.01%
372,794
+5,714
1497
$9.84M 0.01%
238,000
-8,000
1498
$9.81M 0.01%
309,955
-47,450
1499
$9.76M 0.01%
138,909
-161,876
1500
$9.76M 0.01%
488,495
+8,975