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
2001
$5.19M ﹤0.01%
442,621
-42,767
2002
$5.18M ﹤0.01%
89,678
-3,066
2003
$5.18M ﹤0.01%
+542,202
2004
$5.17M ﹤0.01%
243,907
-90,703
2005
$5.16M ﹤0.01%
175,222
-40,134
2006
$5.16M ﹤0.01%
530,446
-11,473
2007
$5.15M ﹤0.01%
222,688
+28,950
2008
$5.14M ﹤0.01%
340,883
+26,620
2009
$5.13M ﹤0.01%
446,981
-91,563
2010
$5.13M ﹤0.01%
137,196
+30,193
2011
$5.13M ﹤0.01%
171,191
-6,555
2012
$5.1M ﹤0.01%
103,133
-8,071
2013
$5.09M ﹤0.01%
153,834
+1,877
2014
$5.09M ﹤0.01%
160,627
-21,694
2015
$5.08M ﹤0.01%
132,851
-29,675
2016
$5.06M ﹤0.01%
43,511
-7,070
2017
$5.05M ﹤0.01%
78,639
+9,960
2018
$5.05M ﹤0.01%
50,731
-6,790
2019
$5.05M ﹤0.01%
373,636
-14,071
2020
$5.04M ﹤0.01%
796,615
+43,113
2021
$5.03M ﹤0.01%
182,794
-89,441
2022
$5.03M ﹤0.01%
+226,290
2023
$5.02M ﹤0.01%
51,851
-15,023
2024
$5.01M ﹤0.01%
122,531
+12,613
2025
$5.01M ﹤0.01%
254,082
-32,104