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
$165B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,334
New
Increased
Reduced
Closed

Top Buys

1 +$322M
2 +$314M
3 +$312M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$235M
5
JNJ icon
Johnson & Johnson
JNJ
+$234M

Top Sells

1 +$414M
2 +$314M
3 +$253M
4
ETN icon
Eaton
ETN
+$240M
5
GEN icon
Gen Digital
GEN
+$234M

Sector Composition

1 Financials 14.61%
2 Technology 13.84%
3 Healthcare 12.26%
4 Industrials 10.88%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$5.23M ﹤0.01%
265,453
+3,875
1877
$5.22M ﹤0.01%
472,272
+15,627
1878
$5.21M ﹤0.01%
106,092
-29,000
1879
$5.21M ﹤0.01%
484,487
-2,972
1880
$5.2M ﹤0.01%
142,267
-28,150
1881
$5.19M ﹤0.01%
146,606
+4,736
1882
$5.19M ﹤0.01%
1,388,600
-48,991
1883
$5.18M ﹤0.01%
549,119
-24,674
1884
$5.17M ﹤0.01%
347,670
+19,825
1885
$5.17M ﹤0.01%
356,156
-418,132
1886
$5.16M ﹤0.01%
350,826
-12,810
1887
$5.16M ﹤0.01%
140,136
-105,643
1888
$5.16M ﹤0.01%
29
+7
1889
$5.15M ﹤0.01%
179,150
+8,791
1890
$5.13M ﹤0.01%
196,528
-212
1891
$5.11M ﹤0.01%
299,123
+22,769
1892
$5.09M ﹤0.01%
722,860
-1,912
1893
$5.09M ﹤0.01%
231,698
+7,742
1894
$5.08M ﹤0.01%
200,920
-696
1895
$5.06M ﹤0.01%
110,704
+7,924
1896
$5.06M ﹤0.01%
205,350
+20,975
1897
$5.05M ﹤0.01%
80,406
-2,365
1898
$5.04M ﹤0.01%
123,513
-3,488
1899
$5.03M ﹤0.01%
162,250
-395
1900
$5.02M ﹤0.01%
101,794
+96,740