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
1601
$8.82M ﹤0.01%
550,183
-18,516
1602
$8.77M ﹤0.01%
565,619
-125,234
1603
$8.76M ﹤0.01%
180,665
+78,053
1604
$8.75M ﹤0.01%
1,961,289
+843,456
1605
$8.74M ﹤0.01%
574,605
-7,695
1606
$8.73M ﹤0.01%
132,093
+119,016
1607
$8.72M ﹤0.01%
152,820
-63,958
1608
$8.72M ﹤0.01%
244,074
+3,346
1609
$8.71M ﹤0.01%
764,464
+990
1610
$8.69M ﹤0.01%
1,094,969
+110,712
1611
$8.69M ﹤0.01%
296,578
-14,388
1612
$8.68M ﹤0.01%
816,270
-147,701
1613
$8.68M ﹤0.01%
196,576
+176,795
1614
$8.65M ﹤0.01%
1,058,003
+43,580
1615
$8.64M ﹤0.01%
447,090
-9,485
1616
$8.64M ﹤0.01%
307,453
-85,948
1617
$8.6M ﹤0.01%
10,874
-17,731
1618
$8.59M ﹤0.01%
344,194
+56,308
1619
$8.55M ﹤0.01%
206,575
+12,181
1620
$8.54M ﹤0.01%
231,743
-20,595
1621
$8.49M ﹤0.01%
+2,035
1622
$8.46M ﹤0.01%
107,204
+102,373
1623
$8.46M ﹤0.01%
305,399
+47,936
1624
$8.44M ﹤0.01%
626,759
-53,511
1625
$8.43M ﹤0.01%
283,450
-11,523