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 8.15%
4 Healthcare 7.52%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$586M 0.14%
1,508,417
-117,787
152
$581M 0.14%
6,940,040
+511,398
153
$580M 0.14%
9,059,528
+1,153,441
154
$571M 0.14%
23,077,707
+1,237,815
155
$569M 0.14%
1,355,159
+353,113
156
$568M 0.14%
2,547,011
-68,319
157
$563M 0.14%
8,111,956
-1,926,769
158
$555M 0.14%
2,342,693
+173,325
159
$555M 0.14%
6,109,180
-867,474
160
$553M 0.14%
695,756
+1,863
161
$548M 0.14%
6,850,181
-248,543
162
$547M 0.13%
2,492,513
-116,812
163
$545M 0.13%
1,371,298
-9,412
164
$542M 0.13%
7,855,845
+385,806
165
$535M 0.13%
7,880,336
+821,146
166
$530M 0.13%
5,898,752
-18,464
167
$528M 0.13%
3,955,135
+138,262
168
$521M 0.13%
6,852,208
+1,716,886
169
$516M 0.13%
2,521,844
+25,866
170
$512M 0.13%
36,749,212
+957,065
171
$510M 0.13%
9,978,176
+1,735,043
172
$505M 0.12%
10,935,323
+75,856
173
$505M 0.12%
7,904,167
+1,080,418
174
$501M 0.12%
1,530,907
-24,179
175
$498M 0.12%
3,199,493
-177,691