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
$144B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,923
New
Increased
Reduced
Closed

Top Buys

1 +$2.05B
2 +$2.01B
3 +$1.9B
4
AAPL icon
Apple
AAPL
+$1.87B
5
CVX icon
Chevron
CVX
+$1.61B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.15%
2 Technology 13.28%
3 Healthcare 12.1%
4 Industrials 10.88%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$3.69M ﹤0.01%
+113,548
1927
$3.67M ﹤0.01%
+48,961
1928
$3.67M ﹤0.01%
+157,025
1929
$3.66M ﹤0.01%
+101,478
1930
$3.65M ﹤0.01%
+163,520
1931
$3.65M ﹤0.01%
+153,227
1932
$3.65M ﹤0.01%
+155,293
1933
$3.62M ﹤0.01%
+207,299
1934
$3.61M ﹤0.01%
+107,168
1935
$3.61M ﹤0.01%
+163,049
1936
$3.61M ﹤0.01%
+75,893
1937
$3.61M ﹤0.01%
+705,674
1938
$3.61M ﹤0.01%
+142,005
1939
$3.6M ﹤0.01%
+78,538
1940
$3.6M ﹤0.01%
+79,621
1941
$3.6M ﹤0.01%
+108,610
1942
$3.58M ﹤0.01%
+212,605
1943
$3.58M ﹤0.01%
+176,935
1944
$3.58M ﹤0.01%
+41,600
1945
$3.57M ﹤0.01%
+170,384
1946
$3.56M ﹤0.01%
+200,767
1947
$3.56M ﹤0.01%
+189,533
1948
$3.54M ﹤0.01%
+34,435
1949
$3.53M ﹤0.01%
+891
1950
$3.52M ﹤0.01%
+603,151