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
$200B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,902
New
Increased
Reduced
Closed

Top Sells

1 +$475M
2 +$356M
3 +$325M
4
AAPL icon
Apple
AAPL
+$325M
5
MSFT icon
Microsoft
MSFT
+$323M

Sector Composition

1 Technology 17%
2 Financials 12.97%
3 Healthcare 12.18%
4 Consumer Discretionary 8.39%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$5.87M ﹤0.01%
149,978
+38,544
1977
$5.84M ﹤0.01%
175,950
+37,200
1978
$5.83M ﹤0.01%
796,984
+50,677
1979
$5.82M ﹤0.01%
194,684
+6,136
1980
$5.82M ﹤0.01%
209,302
-140,392
1981
$5.82M ﹤0.01%
256,035
-4,742
1982
$5.8M ﹤0.01%
182,707
-287,699
1983
$5.79M ﹤0.01%
193,410
-5,656
1984
$5.78M ﹤0.01%
143,809
+1,245
1985
$5.77M ﹤0.01%
74,381
-10,092
1986
$5.75M ﹤0.01%
128,655
+1,079
1987
$5.75M ﹤0.01%
147,170
-15,827
1988
$5.74M ﹤0.01%
1,061,601
+215,766
1989
$5.74M ﹤0.01%
711,171
+384,667
1990
$5.71M ﹤0.01%
114,100
-540
1991
$5.71M ﹤0.01%
154,467
+327
1992
$5.7M ﹤0.01%
137,961
+78,670
1993
$5.7M ﹤0.01%
48,422
-4,376
1994
$5.7M ﹤0.01%
526,884
-23,426
1995
$5.7M ﹤0.01%
399,163
-7,731
1996
$5.69M ﹤0.01%
285,170
+55,825
1997
$5.67M ﹤0.01%
232,850
-143,514
1998
$5.67M ﹤0.01%
116,726
+7,122
1999
$5.66M ﹤0.01%
226,161
+7,742
2000
$5.66M ﹤0.01%
164,742
+117,330