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
$406B
AUM Growth
+$35.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,139
New
Increased
Reduced
Closed

Top Buys

1 +$601M
2 +$574M
3 +$429M
4
MO icon
Altria Group
MO
+$370M
5
WIX icon
WIX.com
WIX
+$294M

Top Sells

1 +$581M
2 +$465M
3 +$300M
4
BDX icon
Becton Dickinson
BDX
+$267M
5
UNH icon
UnitedHealth
UNH
+$265M

Sector Composition

1 Technology 25.1%
2 Financials 11.83%
3 Industrials 8.16%
4 Healthcare 7.52%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$7.32M ﹤0.01%
70,084
+54,068
2002
$7.31M ﹤0.01%
802,804
-7,128
2003
$7.3M ﹤0.01%
129,218
-8,325
2004
$7.3M ﹤0.01%
69,380
-42,989
2005
$7.3M ﹤0.01%
416,203
+13,523
2006
$7.29M ﹤0.01%
100,213
-25,934
2007
$7.29M ﹤0.01%
1,198,318
+16,937
2008
$7.28M ﹤0.01%
119,764
-81,772
2009
$7.28M ﹤0.01%
1,687,351
+33,272
2010
$7.26M ﹤0.01%
452,028
+190,270
2011
$7.25M ﹤0.01%
353,455
-173,134
2012
$7.23M ﹤0.01%
268,294
-632
2013
$7.23M ﹤0.01%
185,930
+52,135
2014
$7.22M ﹤0.01%
997,035
+899,662
2015
$7.22M ﹤0.01%
10,443
+1,879
2016
$7.21M ﹤0.01%
290,542
+24,009
2017
$7.21M ﹤0.01%
231,598
+61,736
2018
$7.2M ﹤0.01%
39,303
-702
2019
$7.19M ﹤0.01%
180,631
-345,580
2020
$7.17M ﹤0.01%
104,296
-45,106
2021
$7.17M ﹤0.01%
85,277
+19,190
2022
$7.17M ﹤0.01%
1,687,082
+1,547,651
2023
$7.15M ﹤0.01%
37,648
-949
2024
$7.14M ﹤0.01%
64,386
+40,964
2025
$7.14M ﹤0.01%
298,264
-12,665