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
$241B
AUM Growth
+$17.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1 +$470M
2 +$421M
3 +$241M
4
MDT icon
Medtronic
MDT
+$231M
5
VFC icon
VF Corp
VFC
+$214M

Top Sells

1 +$450M
2 +$389M
3 +$271M
4
NKE icon
Nike
NKE
+$268M
5
SCHW icon
Charles Schwab
SCHW
+$257M

Sector Composition

1 Technology 19.98%
2 Financials 13.01%
3 Healthcare 11.2%
4 Industrials 8.15%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$6.67M ﹤0.01%
1,619,684
+340,845
2002
$6.67M ﹤0.01%
259,484
+11,817
2003
$6.66M ﹤0.01%
75,966
+644
2004
$6.63M ﹤0.01%
1,010,274
-32,564
2005
$6.6M ﹤0.01%
223,858
+8,700
2006
$6.6M ﹤0.01%
26,316
-8,795
2007
$6.6M ﹤0.01%
500,188
+277,256
2008
$6.6M ﹤0.01%
87,500
-4,032
2009
$6.59M ﹤0.01%
261,030
-10,865
2010
$6.59M ﹤0.01%
171,187
+5,325
2011
$6.56M ﹤0.01%
73,158
-131,238
2012
$6.56M ﹤0.01%
103,906
-3,966
2013
$6.56M ﹤0.01%
220,335
-41,711
2014
$6.56M ﹤0.01%
357,167
+57,146
2015
$6.53M ﹤0.01%
378,597
-31,765
2016
$6.53M ﹤0.01%
356,164
+56,079
2017
$6.51M ﹤0.01%
94,403
-9,020
2018
$6.51M ﹤0.01%
240,362
-12,760
2019
$6.5M ﹤0.01%
105,283
-2,710
2020
$6.49M ﹤0.01%
114,180
-6,040
2021
$6.47M ﹤0.01%
280,967
-66,478
2022
$6.45M ﹤0.01%
85,028
-816
2023
$6.45M ﹤0.01%
277,599
-1,058
2024
$6.38M ﹤0.01%
527,589
-15,686
2025
$6.38M ﹤0.01%
241,737
-28,501