Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.2%
 

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
+26.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339B
AUM Growth
-$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,120
New
Increased
Reduced
Closed

Top Buys

1 +$492M
2 +$415M
3 +$393M
4
UNH icon
UnitedHealth
UNH
+$376M
5
MSFT icon
Microsoft
MSFT
+$375M

Top Sells

1 +$713M
2 +$543M
3 +$527M
4
PM icon
Philip Morris
PM
+$469M
5
META icon
Meta Platforms (Facebook)
META
+$466M

Sector Composition

1 Technology 22.83%
2 Healthcare 11.47%
3 Financials 11.29%
4 Industrials 8.69%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$7.72M ﹤0.01%
204,068
+53,145
2052
$7.7M ﹤0.01%
437,337
+27,444
2053
$7.7M ﹤0.01%
148,828
+16,165
2054
$7.69M ﹤0.01%
579,180
+222,674
2055
$7.67M ﹤0.01%
222,697
-1,966
2056
$7.67M ﹤0.01%
64,082
-1,540
2057
$7.67M ﹤0.01%
465,256
-22,192
2058
$7.67M ﹤0.01%
306,991
+14,343
2059
$7.66M ﹤0.01%
564,295
+10,576
2060
$7.66M ﹤0.01%
101,673
+29,220
2061
$7.66M ﹤0.01%
157,943
-1,048
2062
$7.65M ﹤0.01%
68,298
+2,815
2063
$7.64M ﹤0.01%
428,374
+20,300
2064
$7.64M ﹤0.01%
282,420
-114,461
2065
$7.63M ﹤0.01%
135,816
+15,333
2066
$7.62M ﹤0.01%
323,973
+178,423
2067
$7.61M ﹤0.01%
302,021
+12,805
2068
$7.6M ﹤0.01%
354,320
+14,297
2069
$7.6M ﹤0.01%
145,768
-7,049
2070
$7.59M ﹤0.01%
71,953
+31,100
2071
$7.59M ﹤0.01%
425,517
+232
2072
$7.58M ﹤0.01%
84,836
-2,373
2073
$7.58M ﹤0.01%
467,683
+30,231
2074
$7.55M ﹤0.01%
142,487
-3,827
2075
$7.55M ﹤0.01%
+310,362