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
$200B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,902
New
Increased
Reduced
Closed

Top Sells

1 +$475M
2 +$356M
3 +$325M
4
AAPL icon
Apple
AAPL
+$325M
5
MSFT icon
Microsoft
MSFT
+$323M

Sector Composition

1 Technology 17%
2 Financials 12.97%
3 Healthcare 12.18%
4 Consumer Discretionary 8.39%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$9.37M ﹤0.01%
317,096
-59,878
1627
$9.36M ﹤0.01%
451,837
-39,098
1628
$9.35M ﹤0.01%
328,863
-23,364
1629
$9.35M ﹤0.01%
131,857
+3,613
1630
$9.34M ﹤0.01%
211,113
+30,975
1631
$9.34M ﹤0.01%
134,398
-515
1632
$9.33M ﹤0.01%
691,386
+43,966
1633
$9.32M ﹤0.01%
232,180
-2,402
1634
$9.31M ﹤0.01%
1,077,371
+336,376
1635
$9.3M ﹤0.01%
971,251
-1,636,497
1636
$9.3M ﹤0.01%
113,723
+5,830
1637
$9.3M ﹤0.01%
393,682
-342,916
1638
$9.3M ﹤0.01%
470,915
+209,050
1639
$9.3M ﹤0.01%
1,212,003
-153,355
1640
$9.28M ﹤0.01%
190,023
+41,681
1641
$9.28M ﹤0.01%
213,953
-1,090
1642
$9.26M ﹤0.01%
793,213
+191,053
1643
$9.26M ﹤0.01%
193,328
-20,525
1644
$9.26M ﹤0.01%
423,700
+45,447
1645
$9.24M ﹤0.01%
90,243
+487
1646
$9.24M ﹤0.01%
95,959
+6,324
1647
$9.21M ﹤0.01%
653,140
-365,200
1648
$9.15M ﹤0.01%
179,230
-5,070
1649
$9.14M ﹤0.01%
124,309
-377,218
1650
$9.13M ﹤0.01%
598,579
+52,571