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
1801
$6.77M ﹤0.01%
211,553
-94,490
1802
$6.77M ﹤0.01%
132,470
-27,955
1803
$6.77M ﹤0.01%
192,774
-31,235
1804
$6.75M ﹤0.01%
300,045
+8,900
1805
$6.75M ﹤0.01%
215,379
+21,916
1806
$6.74M ﹤0.01%
293,995
+167,001
1807
$6.74M ﹤0.01%
215,568
-44,756
1808
$6.73M ﹤0.01%
104,263
+23,171
1809
$6.73M ﹤0.01%
424,507
+97,378
1810
$6.72M ﹤0.01%
+482,230
1811
$6.71M ﹤0.01%
129,548
-4,842
1812
$6.7M ﹤0.01%
316,862
-7,893
1813
$6.7M ﹤0.01%
859,598
+4,979
1814
$6.7M ﹤0.01%
563,163
-25,199
1815
$6.7M ﹤0.01%
178,711
+14,561
1816
$6.69M ﹤0.01%
61,295
-10,287
1817
$6.69M ﹤0.01%
241,971
-61,313
1818
$6.68M ﹤0.01%
257,410
-37,464
1819
$6.66M ﹤0.01%
47,834
-7,260
1820
$6.64M ﹤0.01%
46,602
+1,539
1821
$6.64M ﹤0.01%
139,882
-20,481
1822
$6.63M ﹤0.01%
203,792
+14,145
1823
$6.61M ﹤0.01%
1,437,149
+1,412,568
1824
$6.61M ﹤0.01%
879,996
-45,360
1825
$6.6M ﹤0.01%
88,907
+12,093