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
$406B
AUM Growth
+$35.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,139
New
Increased
Reduced
Closed

Top Buys

1 +$601M
2 +$574M
3 +$429M
4
MO icon
Altria Group
MO
+$370M
5
WIX icon
WIX.com
WIX
+$294M

Top Sells

1 +$581M
2 +$465M
3 +$300M
4
BDX icon
Becton Dickinson
BDX
+$267M
5
UNH icon
UnitedHealth
UNH
+$265M

Sector Composition

1 Technology 25.1%
2 Financials 11.83%
3 Industrials 8.16%
4 Healthcare 7.52%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$12.8M ﹤0.01%
450,078
+306,708
1627
$12.7M ﹤0.01%
262,089
+44,029
1628
$12.7M ﹤0.01%
154,487
-6,024
1629
$12.7M ﹤0.01%
493,863
+32,270
1630
$12.7M ﹤0.01%
6,347
-825
1631
$12.7M ﹤0.01%
462,155
+8,090
1632
$12.6M ﹤0.01%
288,580
-114,285
1633
$12.6M ﹤0.01%
116,039
-11,466
1634
$12.6M ﹤0.01%
444,634
+165,934
1635
$12.6M ﹤0.01%
262,900
+38,631
1636
$12.5M ﹤0.01%
1,426,847
-120,548
1637
$12.5M ﹤0.01%
79,451
-38,210
1638
$12.5M ﹤0.01%
255,277
+128,104
1639
$12.5M ﹤0.01%
109,693
-17,338
1640
$12.5M ﹤0.01%
355,957
-46,432
1641
$12.5M ﹤0.01%
30,633
+8,597
1642
$12.4M ﹤0.01%
548,588
+9,305
1643
$12.4M ﹤0.01%
134,589
-2,479
1644
$12.4M ﹤0.01%
131,632
+47,791
1645
$12.4M ﹤0.01%
374,972
-2,666
1646
$12.4M ﹤0.01%
242,760
+46,877
1647
$12.4M ﹤0.01%
218,410
+43,587
1648
$12.3M ﹤0.01%
404,737
-342,853
1649
$12.3M ﹤0.01%
462,513
-3,955
1650
$12.3M ﹤0.01%
1,138,638
-683,682