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
2076
$2.67M ﹤0.01%
+9,155
2077
$2.66M ﹤0.01%
+80,280
2078
$2.66M ﹤0.01%
+173,027
2079
$2.66M ﹤0.01%
+61,985
2080
$2.65M ﹤0.01%
+33,707
2081
$2.64M ﹤0.01%
+88,527
2082
$2.64M ﹤0.01%
+157,506
2083
$2.64M ﹤0.01%
+100,728
2084
$2.64M ﹤0.01%
+64,232
2085
$2.64M ﹤0.01%
+49,700
2086
$2.64M ﹤0.01%
+125,442
2087
$2.62M ﹤0.01%
+126,503
2088
$2.62M ﹤0.01%
+124,517
2089
$2.62M ﹤0.01%
+91,104
2090
$2.62M ﹤0.01%
+130,408
2091
$2.62M ﹤0.01%
+70,371
2092
$2.61M ﹤0.01%
+58,002
2093
$2.6M ﹤0.01%
+239,174
2094
$2.59M ﹤0.01%
+282,670
2095
$2.59M ﹤0.01%
+157,602
2096
$2.59M ﹤0.01%
+44,283
2097
$2.57M ﹤0.01%
+74,657
2098
$2.56M ﹤0.01%
+169,916
2099
$2.55M ﹤0.01%
+50,010
2100
$2.54M ﹤0.01%
+43,861