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
1726
$7.43M ﹤0.01%
328,132
+1,696
1727
$7.43M ﹤0.01%
224,176
-9,491
1728
$7.42M ﹤0.01%
689,527
-234,757
1729
$7.42M ﹤0.01%
129,227
-6,966
1730
$7.41M ﹤0.01%
348,758
+21,379
1731
$7.41M ﹤0.01%
249,203
+70,421
1732
$7.4M ﹤0.01%
249,989
+1,495
1733
$7.4M ﹤0.01%
331,195
-47,380
1734
$7.38M ﹤0.01%
1,029,780
+95,512
1735
$7.37M ﹤0.01%
105,096
-36,818
1736
$7.37M ﹤0.01%
271,971
+7,195
1737
$7.36M ﹤0.01%
626,368
+26,081
1738
$7.36M ﹤0.01%
175,089
+41,238
1739
$7.35M ﹤0.01%
549,147
+76,254
1740
$7.34M ﹤0.01%
112,821
-22,740
1741
$7.33M ﹤0.01%
210,738
+148,171
1742
$7.33M ﹤0.01%
352,304
-24,999
1743
$7.32M ﹤0.01%
168,203
+2,537
1744
$7.31M ﹤0.01%
116,084
-2,428
1745
$7.31M ﹤0.01%
517,429
+38,346
1746
$7.3M ﹤0.01%
259,808
+86,266
1747
$7.3M ﹤0.01%
160,407
-154,666
1748
$7.29M ﹤0.01%
196,531
+1,618
1749
$7.28M ﹤0.01%
47,359
-63,733
1750
$7.28M ﹤0.01%
613,636
-52,430