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
$200B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,902
New
Increased
Reduced
Closed

Top Sells

1 +$475M
2 +$356M
3 +$325M
4
AAPL icon
Apple
AAPL
+$325M
5
MSFT icon
Microsoft
MSFT
+$323M

Sector Composition

1 Technology 17%
2 Financials 12.97%
3 Healthcare 12.18%
4 Consumer Discretionary 8.39%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$7.46M ﹤0.01%
238,192
+45,075
1802
$7.46M ﹤0.01%
337,220
+24,466
1803
$7.43M ﹤0.01%
209,795
+78,933
1804
$7.42M ﹤0.01%
109,311
+16,528
1805
$7.41M ﹤0.01%
24,757
+2,833
1806
$7.39M ﹤0.01%
125,321
+58,505
1807
$7.36M ﹤0.01%
501,326
-275,232
1808
$7.35M ﹤0.01%
155,570
+996
1809
$7.34M ﹤0.01%
288,216
+2,454
1810
$7.33M ﹤0.01%
1,252,751
-153,307
1811
$7.33M ﹤0.01%
605,044
-188,957
1812
$7.32M ﹤0.01%
345,607
-88,806
1813
$7.32M ﹤0.01%
658,662
+192,822
1814
$7.31M ﹤0.01%
212,700
+38,751
1815
$7.31M ﹤0.01%
180,032
-204
1816
$7.28M ﹤0.01%
276,745
-4,918
1817
$7.28M ﹤0.01%
482,747
+15,835
1818
$7.27M ﹤0.01%
272,052
+162,336
1819
$7.25M ﹤0.01%
316,689
-3,254
1820
$7.22M ﹤0.01%
264,330
+62,377
1821
$7.22M ﹤0.01%
271,109
-1,468
1822
$7.21M ﹤0.01%
255,360
-26,358
1823
$7.2M ﹤0.01%
117,193
-29,230
1824
$7.2M ﹤0.01%
591,090
-145,652
1825
$7.2M ﹤0.01%
56,623
+198