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
1501
$9.42M 0.01%
127,575
+12,060
1502
$9.4M 0.01%
377,132
-169,133
1503
$9.4M 0.01%
363,772
-399
1504
$9.38M 0.01%
173,392
+3,164
1505
$9.35M 0.01%
795,876
-1,383,246
1506
$9.3M 0.01%
246,957
+16,495
1507
$9.29M 0.01%
323,627
-43,665
1508
$9.28M 0.01%
288,286
-62,586
1509
$9.26M 0.01%
28,813
+10,939
1510
$9.25M 0.01%
81,987
+6,705
1511
$9.24M 0.01%
777,357
-23,256
1512
$9.24M 0.01%
328,100
-26,662
1513
$9.23M 0.01%
698,889
-2,630
1514
$9.22M 0.01%
145,441
+4,841
1515
$9.22M 0.01%
297,320
-13,290
1516
$9.21M 0.01%
300,924
+23,708
1517
$9.18M 0.01%
382,541
+60,820
1518
$9.17M 0.01%
733,657
+526,400
1519
$9.15M 0.01%
468,516
-40,600
1520
$9.14M 0.01%
439,537
+107,648
1521
$9.1M 0.01%
433,983
+307,145
1522
$9.09M 0.01%
293,824
+80,243
1523
$9.08M 0.01%
1,272,087
+8,990
1524
$9.07M 0.01%
935,308
-127,542
1525
$9.06M 0.01%
1,531,275
+40,650