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
1701
$7.67M ﹤0.01%
616,686
-174,501
1702
$7.67M ﹤0.01%
641,831
-214,597
1703
$7.67M ﹤0.01%
658,140
-138,012
1704
$7.66M ﹤0.01%
12,031
+579
1705
$7.66M ﹤0.01%
158,576
-67,822
1706
$7.64M ﹤0.01%
112,322
-12,783
1707
$7.64M ﹤0.01%
235,281
-3,233
1708
$7.64M ﹤0.01%
167,928
-8,767
1709
$7.64M ﹤0.01%
307,699
+202,091
1710
$7.62M ﹤0.01%
245,114
+12,336
1711
$7.62M ﹤0.01%
220,045
-23,355
1712
$7.57M ﹤0.01%
621,138
-150,172
1713
$7.54M ﹤0.01%
263,625
+38,054
1714
$7.52M ﹤0.01%
285,005
-68,859
1715
$7.52M ﹤0.01%
115,613
+703
1716
$7.51M ﹤0.01%
209,330
+9,845
1717
$7.51M ﹤0.01%
179,568
-55,841
1718
$7.49M ﹤0.01%
435,804
+11,446
1719
$7.48M ﹤0.01%
133,104
-8,967
1720
$7.48M ﹤0.01%
346,044
-144,852
1721
$7.47M ﹤0.01%
361,859
-14,746
1722
$7.46M ﹤0.01%
62,564
-16,673
1723
$7.46M ﹤0.01%
262,808
+19,493
1724
$7.45M ﹤0.01%
276,049
+103,288
1725
$7.44M ﹤0.01%
166,460
+5,127