Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.2%
 

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
+26.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,132
New
Increased
Reduced
Closed

Top Buys

1 +$360M
2 +$310M
3 +$281M
4
CI icon
Cigna
CI
+$234M
5
QCOM icon
Qualcomm
QCOM
+$230M

Top Sells

1 +$575M
2 +$461M
3 +$445M
4
JNJ icon
Johnson & Johnson
JNJ
+$411M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$407M

Sector Composition

1 Technology 22.39%
2 Healthcare 11.35%
3 Financials 10.6%
4 Industrials 8.58%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$8.72M ﹤0.01%
444,026
+280,207
1827
$8.71M ﹤0.01%
400,174
-7,248
1828
$8.68M ﹤0.01%
97,274
-1,703
1829
$8.68M ﹤0.01%
212,283
+1,320
1830
$8.66M ﹤0.01%
88,436
+6,943
1831
$8.66M ﹤0.01%
83,879
+13,266
1832
$8.64M ﹤0.01%
141,666
-3,549
1833
$8.63M ﹤0.01%
64,033
-36,539
1834
$8.62M ﹤0.01%
465,485
+131,774
1835
$8.61M ﹤0.01%
257,362
+9,370
1836
$8.59M ﹤0.01%
64,021
-21,625
1837
$8.59M ﹤0.01%
115,159
-3,907
1838
$8.59M ﹤0.01%
302,543
+12,956
1839
$8.58M ﹤0.01%
268,467
-21,000
1840
$8.57M ﹤0.01%
220,511
-3,122
1841
$8.57M ﹤0.01%
594,372
-24,376
1842
$8.57M ﹤0.01%
217,923
-2,985
1843
$8.54M ﹤0.01%
191,476
+5,601
1844
$8.54M ﹤0.01%
135,302
+390
1845
$8.52M ﹤0.01%
568,939
+40,875
1846
$8.51M ﹤0.01%
185,935
+564
1847
$8.51M ﹤0.01%
366,943
-500,678
1848
$8.51M ﹤0.01%
76,031
+2,118
1849
$8.51M ﹤0.01%
305,221
+186,431
1850
$8.5M ﹤0.01%
174,969
+12,530