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
$233B
AUM Growth
+$43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,829
New
Increased
Reduced
Closed

Top Sells

1 +$385M
2 +$294M
3 +$258M
4
WFC icon
Wells Fargo
WFC
+$251M
5
C icon
Citigroup
C
+$236M

Sector Composition

1 Technology 23.56%
2 Healthcare 12.1%
3 Financials 10.73%
4 Consumer Discretionary 8.24%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$10.6M ﹤0.01%
126,891
+19,220
1477
$10.6M ﹤0.01%
261,548
+13,622
1478
$10.6M ﹤0.01%
132,042
+19,719
1479
$10.6M ﹤0.01%
833,872
-148,135
1480
$10.6M ﹤0.01%
489,160
+160,108
1481
$10.6M ﹤0.01%
364,614
-32,563
1482
$10.6M ﹤0.01%
427,508
-20,200
1483
$10.5M ﹤0.01%
286,182
+8,305
1484
$10.5M ﹤0.01%
301,531
-26,091
1485
$10.5M ﹤0.01%
120,239
-16,508
1486
$10.5M ﹤0.01%
483,866
+47,892
1487
$10.5M ﹤0.01%
368,356
+16,148
1488
$10.5M ﹤0.01%
387,075
-49,704
1489
$10.5M ﹤0.01%
360,498
+151,467
1490
$10.5M ﹤0.01%
55,273
+1,916
1491
$10.4M ﹤0.01%
498,892
-54,542
1492
$10.3M ﹤0.01%
169,590
-17,976
1493
$10.3M ﹤0.01%
1,500,513
+1,367,235
1494
$10.3M ﹤0.01%
464,868
+10,531
1495
$10.3M ﹤0.01%
1,683,496
+194,420
1496
$10.3M ﹤0.01%
284,693
+135,371
1497
$10.3M ﹤0.01%
227,868
-3,848
1498
$10.3M ﹤0.01%
174,951
-161,688
1499
$10.2M ﹤0.01%
234,930
-35,793
1500
$10.2M ﹤0.01%
136,507
+65,441