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
1901
$5.92M ﹤0.01%
1,071,166
+98,474
1902
$5.91M ﹤0.01%
193,693
-60,018
1903
$5.91M ﹤0.01%
74,034
-2,718
1904
$5.9M ﹤0.01%
38,067
-1,257
1905
$5.9M ﹤0.01%
253,247
-8,709
1906
$5.9M ﹤0.01%
79,005
-4,720
1907
$5.9M ﹤0.01%
224,583
-25,526
1908
$5.85M ﹤0.01%
56,246
-225,108
1909
$5.84M ﹤0.01%
149,124
+54,129
1910
$5.83M ﹤0.01%
187,672
+15,577
1911
$5.82M ﹤0.01%
529,502
+84,157
1912
$5.82M ﹤0.01%
147,204
+5,039
1913
$5.82M ﹤0.01%
397,931
+246,113
1914
$5.82M ﹤0.01%
234,888
+1,221
1915
$5.82M ﹤0.01%
805,744
-89,215
1916
$5.81M ﹤0.01%
178,905
+19,005
1917
$5.8M ﹤0.01%
716,058
+99,249
1918
$5.8M ﹤0.01%
1,128,230
-586,034
1919
$5.79M ﹤0.01%
15,900
-1,359
1920
$5.78M ﹤0.01%
92,503
-4,235
1921
$5.78M ﹤0.01%
375,441
+9,009
1922
$5.77M ﹤0.01%
378,121
-59,348
1923
$5.75M ﹤0.01%
149,997
+89,922
1924
$5.74M ﹤0.01%
262,991
-40,181
1925
$5.73M ﹤0.01%
119,046
-6,397