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
$167B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,970
New
Increased
Reduced
Closed

Top Buys

1 +$825M
2 +$339M
3 +$333M
4
PG icon
Procter & Gamble
PG
+$304M
5
PCYC
PHARMACYCLICS INC
PCYC
+$281M

Top Sells

1 +$526M
2 +$495M
3 +$384M
4
WFC icon
Wells Fargo
WFC
+$298M
5
T icon
AT&T
T
+$297M

Sector Composition

1 Technology 13.91%
2 Financials 13.89%
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
1626
$7.91M ﹤0.01%
362,174
-18,080
1627
$7.89M ﹤0.01%
263,418
-9,331
1628
$7.87M ﹤0.01%
1,005,222
+76,692
1629
$7.86M ﹤0.01%
370,193
-124,973
1630
$7.85M ﹤0.01%
+160,533
1631
$7.83M ﹤0.01%
381,391
+381,266
1632
$7.83M ﹤0.01%
255,676
+71,256
1633
$7.81M ﹤0.01%
148,752
-18,559
1634
$7.81M ﹤0.01%
504,030
-190,600
1635
$7.81M ﹤0.01%
108,905
-211,915
1636
$7.79M ﹤0.01%
300,948
-16,638
1637
$7.77M ﹤0.01%
624,142
+1,370
1638
$7.77M ﹤0.01%
333,110
+5,700
1639
$7.77M ﹤0.01%
114,426
+2,491
1640
$7.74M ﹤0.01%
204,401
+15,694
1641
$7.73M ﹤0.01%
181,362
-3,175
1642
$7.69M ﹤0.01%
390,132
+13,107
1643
$7.65M ﹤0.01%
157,204
-269,909
1644
$7.63M ﹤0.01%
133,166
-4,378
1645
$7.63M ﹤0.01%
322,161
-263,580
1646
$7.63M ﹤0.01%
446,488
+118,439
1647
$7.62M ﹤0.01%
627,755
-1,761,185
1648
$7.61M ﹤0.01%
208,691
+600
1649
$7.61M ﹤0.01%
183,566
-20,303
1650
$7.61M ﹤0.01%
492,304
+4,160