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
1576
$8.44M 0.01%
254,867
+119,912
1577
$8.42M 0.01%
2,741,910
-533,865
1578
$8.41M 0.01%
232,578
+128,516
1579
$8.38M 0.01%
187,631
+17,171
1580
$8.35M 0.01%
221,233
+68,121
1581
$8.34M 0.01%
935,871
-31,374
1582
$8.31M 0.01%
91,695
+25,335
1583
$8.3M 0.01%
454,781
+214,023
1584
$8.3M 0.01%
256,683
+5,712
1585
$8.3M 0.01%
738,237
-69,128
1586
$8.3M 0.01%
48,419
-3,503
1587
$8.29M 0.01%
156,816
-28,064
1588
$8.29M 0.01%
214,618
-35,017
1589
$8.29M 0.01%
211,291
-21,772
1590
$8.29M 0.01%
876,828
+15,956
1591
$8.27M 0.01%
328,203
+6,017
1592
$8.26M 0.01%
639,584
-37,794
1593
$8.26M 0.01%
1,383,027
+145,079
1594
$8.25M 0.01%
302,715
+4,005
1595
$8.24M ﹤0.01%
44
+1
1596
$8.24M ﹤0.01%
309,367
+104,209
1597
$8.24M ﹤0.01%
283,613
+5,959
1598
$8.24M ﹤0.01%
351,539
+107,116
1599
$8.24M ﹤0.01%
810,052
-23,639
1600
$8.23M ﹤0.01%
138,084
+18,775