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
$223B
AUM Growth
+$5.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,836
New
Increased
Reduced
Closed

Top Buys

1 +$489M
2 +$314M
3 +$305M
4
DOW icon
Dow Inc
DOW
+$299M
5
AZO icon
AutoZone
AZO
+$239M

Top Sells

1 +$306M
2 +$291M
3 +$289M
4
MSFT icon
Microsoft
MSFT
+$269M
5
JNJ icon
Johnson & Johnson
JNJ
+$239M

Sector Composition

1 Technology 18.35%
2 Financials 12.97%
3 Healthcare 11.29%
4 Industrials 8.47%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1776
$8.97M ﹤0.01%
352,570
-28,694
1777
$8.95M ﹤0.01%
1,398,135
-683,038
1778
$8.94M ﹤0.01%
187,374
-38,128
1779
$8.93M ﹤0.01%
365,675
+446
1780
$8.92M ﹤0.01%
103,607
+2,252
1781
$8.87M ﹤0.01%
176,662
+31,405
1782
$8.87M ﹤0.01%
231,050
+30,010
1783
$8.87M ﹤0.01%
234,506
-537
1784
$8.84M ﹤0.01%
160,599
-6,360
1785
$8.82M ﹤0.01%
283,895
-30,636
1786
$8.81M ﹤0.01%
419,786
-7,285
1787
$8.81M ﹤0.01%
192,347
-121,314
1788
$8.81M ﹤0.01%
354,942
-4,924
1789
$8.77M ﹤0.01%
699,420
-30,754
1790
$8.76M ﹤0.01%
465,715
+33,772
1791
$8.76M ﹤0.01%
134,737
+16,909
1792
$8.76M ﹤0.01%
123,149
-3,510
1793
$8.74M ﹤0.01%
115,353
-30,427
1794
$8.72M ﹤0.01%
917,875
+400,330
1795
$8.71M ﹤0.01%
536,877
-61,004
1796
$8.69M ﹤0.01%
309,274
-68,460
1797
$8.69M ﹤0.01%
358,425
-6,375
1798
$8.69M ﹤0.01%
271,450
+155,628
1799
$8.68M ﹤0.01%
785,741
+57,301
1800
$8.67M ﹤0.01%
414,739
-12,107