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
1626
$7.89M ﹤0.01%
263,418
-9,331
1627
$7.87M ﹤0.01%
1,005,222
+76,692
1628
$7.86M ﹤0.01%
370,193
-124,973
1629
$7.85M ﹤0.01%
+160,533
1630
$7.83M ﹤0.01%
381,391
+381,266
1631
$7.83M ﹤0.01%
255,676
+71,256
1632
$7.81M ﹤0.01%
148,752
-18,559
1633
$7.81M ﹤0.01%
504,030
-190,600
1634
$7.81M ﹤0.01%
108,905
-211,915
1635
$7.79M ﹤0.01%
300,948
-16,638
1636
$7.77M ﹤0.01%
624,142
+1,370
1637
$7.77M ﹤0.01%
333,110
+5,700
1638
$7.77M ﹤0.01%
114,426
+2,491
1639
$7.74M ﹤0.01%
204,401
+15,694
1640
$7.73M ﹤0.01%
181,362
-3,175
1641
$7.69M ﹤0.01%
390,132
+13,107
1642
$7.65M ﹤0.01%
157,204
-269,909
1643
$7.63M ﹤0.01%
133,166
-4,378
1644
$7.63M ﹤0.01%
322,161
-263,580
1645
$7.63M ﹤0.01%
446,488
+118,439
1646
$7.62M ﹤0.01%
627,755
-1,761,185
1647
$7.61M ﹤0.01%
208,691
+600
1648
$7.61M ﹤0.01%
183,566
-20,303
1649
$7.61M ﹤0.01%
492,304
+4,160
1650
$7.61M ﹤0.01%
164,313
+1,804