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
$144B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,923
New
Increased
Reduced
Closed

Top Buys

1 +$2.05B
2 +$2.01B
3 +$1.9B
4
AAPL icon
Apple
AAPL
+$1.87B
5
CVX icon
Chevron
CVX
+$1.61B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.15%
2 Technology 13.28%
3 Healthcare 12.1%
4 Industrials 10.88%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$3.04M ﹤0.01%
+118,955
2027
$3.03M ﹤0.01%
+88,281
2028
$3.02M ﹤0.01%
+22,629
2029
$3.01M ﹤0.01%
+94,896
2030
$3M ﹤0.01%
+178,020
2031
$3M ﹤0.01%
+31,182
2032
$2.97M ﹤0.01%
+61,432
2033
$2.97M ﹤0.01%
+268,738
2034
$2.97M ﹤0.01%
+131,588
2035
$2.96M ﹤0.01%
+57,401
2036
$2.96M ﹤0.01%
+241,088
2037
$2.94M ﹤0.01%
+67,812
2038
$2.94M ﹤0.01%
+436,142
2039
$2.93M ﹤0.01%
+13,365
2040
$2.93M ﹤0.01%
+147,101
2041
$2.93M ﹤0.01%
+495,045
2042
$2.92M ﹤0.01%
+197,208
2043
$2.9M ﹤0.01%
+140,737
2044
$2.87M ﹤0.01%
+192,676
2045
$2.87M ﹤0.01%
+25,765
2046
$2.86M ﹤0.01%
+63,861
2047
$2.86M ﹤0.01%
+98,673
2048
$2.84M ﹤0.01%
+121,362
2049
$2.84M ﹤0.01%
+140,649
2050
$2.84M ﹤0.01%
+86,038