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
1851
$8.01M ﹤0.01%
48,809
-1,818
1852
$7.99M ﹤0.01%
358,723
-13,944
1853
$7.98M ﹤0.01%
104,869
+24,260
1854
$7.97M ﹤0.01%
130,194
-38,577
1855
$7.96M ﹤0.01%
295,540
+37
1856
$7.96M ﹤0.01%
235,497
-8,251
1857
$7.94M ﹤0.01%
319,585
+6,000
1858
$7.94M ﹤0.01%
278,257
+12,520
1859
$7.92M ﹤0.01%
273,126
+90,507
1860
$7.91M ﹤0.01%
380,077
+5,199
1861
$7.9M ﹤0.01%
76,078
+249
1862
$7.88M ﹤0.01%
230,734
-65,023
1863
$7.88M ﹤0.01%
153,145
+95,549
1864
$7.87M ﹤0.01%
103,249
-7,093
1865
$7.85M ﹤0.01%
188,071
-2,320
1866
$7.84M ﹤0.01%
412,558
-757,806
1867
$7.84M ﹤0.01%
394,320
-243,906
1868
$7.84M ﹤0.01%
61,799
+1,544
1869
$7.83M ﹤0.01%
166,539
-9,264
1870
$7.78M ﹤0.01%
255,705
-2,828
1871
$7.76M ﹤0.01%
+160,597
1872
$7.75M ﹤0.01%
351,517
+67,144
1873
$7.72M ﹤0.01%
258,122
+48,670
1874
$7.72M ﹤0.01%
257,910
-4,000
1875
$7.7M ﹤0.01%
217,678
-5,241