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
$193B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,238
New
Increased
Reduced
Closed

Top Buys

1 +$601M
2 +$324M
3 +$294M
4
SO icon
Southern Company
SO
+$293M
5
DPZ icon
Domino's
DPZ
+$261M

Top Sells

1 +$647M
2 +$502M
3 +$482M
4
HD icon
Home Depot
HD
+$369M
5
PANW icon
Palo Alto Networks
PANW
+$321M

Sector Composition

1 Technology 15.65%
2 Financials 13.95%
3 Healthcare 11.81%
4 Consumer Discretionary 8.93%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$6.41M ﹤0.01%
132,447
-78,183
1827
$6.41M ﹤0.01%
507,433
+476,219
1828
$6.41M ﹤0.01%
94,545
-13,566
1829
$6.37M ﹤0.01%
111,627
+11,612
1830
$6.37M ﹤0.01%
1,126,487
+137,015
1831
$6.37M ﹤0.01%
499,876
-64,405
1832
$6.37M ﹤0.01%
288,087
+73,683
1833
$6.36M ﹤0.01%
534,143
+11,347
1834
$6.35M ﹤0.01%
212,869
+9,166
1835
$6.35M ﹤0.01%
268,535
+13,899
1836
$6.34M ﹤0.01%
225,766
+29,136
1837
$6.32M ﹤0.01%
225,049
+12,500
1838
$6.31M ﹤0.01%
415,191
+45,076
1839
$6.3M ﹤0.01%
214,254
+20,482
1840
$6.28M ﹤0.01%
219,501
+42,923
1841
$6.27M ﹤0.01%
188,807
+121,861
1842
$6.27M ﹤0.01%
+680,450
1843
$6.26M ﹤0.01%
214,945
+15,870
1844
$6.25M ﹤0.01%
524,172
+14,228
1845
$6.25M ﹤0.01%
129,592
-19,044
1846
$6.24M ﹤0.01%
166,117
-22,578
1847
$6.24M ﹤0.01%
224,491
+12,287
1848
$6.23M ﹤0.01%
196,089
-322,414
1849
$6.22M ﹤0.01%
+189,892
1850
$6.2M ﹤0.01%
244,485
-216,776