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
1951
$5.58M ﹤0.01%
390,169
+30,316
1952
$5.57M ﹤0.01%
53,332
+26,297
1953
$5.56M ﹤0.01%
135,085
+49,678
1954
$5.56M ﹤0.01%
93,734
-1,219
1955
$5.55M ﹤0.01%
355,395
+9,378
1956
$5.55M ﹤0.01%
195,423
-23,789
1957
$5.53M ﹤0.01%
149,266
-25,588
1958
$5.53M ﹤0.01%
116,693
-552
1959
$5.52M ﹤0.01%
394,468
+16,998
1960
$5.52M ﹤0.01%
5,980
+118
1961
$5.52M ﹤0.01%
171,671
+1,754
1962
$5.51M ﹤0.01%
39,444
+9,720
1963
$5.51M ﹤0.01%
209,232
-532,589
1964
$5.5M ﹤0.01%
387,332
+188,938
1965
$5.48M ﹤0.01%
132,936
-2,775
1966
$5.48M ﹤0.01%
153,283
-5,392
1967
$5.47M ﹤0.01%
356,518
-34,284
1968
$5.47M ﹤0.01%
448,969
-249,884
1969
$5.46M ﹤0.01%
83,842
-6,480
1970
$5.46M ﹤0.01%
91,999
+65,888
1971
$5.45M ﹤0.01%
658,308
-132,402
1972
$5.44M ﹤0.01%
206,394
+5,072
1973
$5.42M ﹤0.01%
824,692
+810,229
1974
$5.41M ﹤0.01%
58,603
-4,035
1975
$5.41M ﹤0.01%
184,274
-60,217