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
$169B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,341
New
Increased
Reduced
Closed

Top Buys

1 +$422M
2 +$281M
3 +$274M
4
BP icon
BP
BP
+$223M
5
HPQ icon
HP
HPQ
+$212M

Top Sells

1 +$531M
2 +$511M
3 +$320M
4
MELI icon
Mercado Libre
MELI
+$299M
5
LVS icon
Las Vegas Sands
LVS
+$271M

Sector Composition

1 Technology 14.13%
2 Financials 12.95%
3 Healthcare 12.43%
4 Industrials 10.29%
5 Communication Services 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$4.61M ﹤0.01%
303,301
+2,272
1977
$4.61M ﹤0.01%
88,554
+389
1978
$4.6M ﹤0.01%
140,166
+8,465
1979
$4.59M ﹤0.01%
209,680
-3,193
1980
$4.59M ﹤0.01%
102,594
-427
1981
$4.57M ﹤0.01%
114,411
+7,575
1982
$4.54M ﹤0.01%
30,767
-124,837
1983
$4.54M ﹤0.01%
103,358
+4,846
1984
$4.53M ﹤0.01%
122,891
-282,006
1985
$4.5M ﹤0.01%
173,886
-429,310
1986
$4.5M ﹤0.01%
143,683
-31,427
1987
$4.5M ﹤0.01%
763,555
+145,740
1988
$4.5M ﹤0.01%
93,292
+9,398
1989
$4.49M ﹤0.01%
545,798
+80,788
1990
$4.48M ﹤0.01%
402,339
+13,466
1991
$4.47M ﹤0.01%
338,473
-6,974
1992
$4.47M ﹤0.01%
70,180
+685
1993
$4.47M ﹤0.01%
163,045
+57,246
1994
$4.47M ﹤0.01%
765,408
+34,462
1995
$4.46M ﹤0.01%
46,819
+866
1996
$4.45M ﹤0.01%
185,440
+7,350
1997
$4.45M ﹤0.01%
100,754
-1,412
1998
$4.45M ﹤0.01%
76,240
+1,217
1999
$4.43M ﹤0.01%
293,259
+2,000
2000
$4.43M ﹤0.01%
56,095
-3,897