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
$167B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,970
New
Increased
Reduced
Closed

Top Buys

1 +$825M
2 +$339M
3 +$333M
4
PG icon
Procter & Gamble
PG
+$304M
5
PCYC
PHARMACYCLICS INC
PCYC
+$281M

Top Sells

1 +$526M
2 +$495M
3 +$384M
4
WFC icon
Wells Fargo
WFC
+$298M
5
T icon
AT&T
T
+$297M

Sector Composition

1 Technology 13.91%
2 Financials 13.89%
3 Healthcare 12.37%
4 Industrials 10.76%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$4.42M ﹤0.01%
74,785
+47,674
1977
$4.41M ﹤0.01%
196,996
+468
1978
$4.41M ﹤0.01%
316,180
+290,560
1979
$4.4M ﹤0.01%
345,447
1980
$4.39M ﹤0.01%
324,400
+6,667
1981
$4.38M ﹤0.01%
167,850
+158,078
1982
$4.38M ﹤0.01%
400,130
-14
1983
$4.38M ﹤0.01%
158,752
+5,995
1984
$4.36M ﹤0.01%
178,090
+5,803
1985
$4.35M ﹤0.01%
226,046
-669
1986
$4.34M ﹤0.01%
59,992
+23,268
1987
$4.34M ﹤0.01%
323,623
-45,194
1988
$4.33M ﹤0.01%
229,644
+21,475
1989
$4.33M ﹤0.01%
137,460
+63,774
1990
$4.31M ﹤0.01%
190,457
+190,127
1991
$4.31M ﹤0.01%
732,870
+10,010
1992
$4.31M ﹤0.01%
103,021
+2,381
1993
$4.29M ﹤0.01%
17,494
+7,294
1994
$4.28M ﹤0.01%
162,250
1995
$4.28M ﹤0.01%
6,529
-1,325
1996
$4.28M ﹤0.01%
50,033
+16,130
1997
$4.27M ﹤0.01%
74,880
+1,992
1998
$4.25M ﹤0.01%
236,189
+4,820
1999
$4.22M ﹤0.01%
174,111
+31,928
2000
$4.22M ﹤0.01%
96,894
+1,881