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
$167B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,973
New
Increased
Reduced
Closed

Top Buys

1 +$820M
2 +$387M
3 +$365M
4
JPM icon
JPMorgan Chase
JPM
+$317M
5
PG icon
Procter & Gamble
PG
+$298M

Top Sells

1 +$546M
2 +$485M
3 +$381M
4
GM icon
General Motors
GM
+$290M
5
T icon
AT&T
T
+$282M

Sector Composition

1 Technology 13.91%
2 Financials 13.88%
3 Healthcare 12.37%
4 Industrials 10.76%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$3.71M ﹤0.01%
136,494
-2,976
2077
$3.71M ﹤0.01%
142,463
+3,715
2078
$3.71M ﹤0.01%
129,378
+26,790
2079
$3.71M ﹤0.01%
44,509
+7,924
2080
$3.7M ﹤0.01%
159,351
-2,518,705
2081
$3.7M ﹤0.01%
76,296
+1,412
2082
$3.69M ﹤0.01%
1,738,921
-3,528
2083
$3.68M ﹤0.01%
133,209
+29,826
2084
$3.67M ﹤0.01%
25,672
-6,382
2085
$3.67M ﹤0.01%
89,123
+25,680
2086
$3.66M ﹤0.01%
74,563
+10,051
2087
$3.65M ﹤0.01%
286,857
+185,560
2088
$3.64M ﹤0.01%
56,177
+657
2089
$3.63M ﹤0.01%
276,680
+264,200
2090
$3.63M ﹤0.01%
105,270
+1,698
2091
$3.62M ﹤0.01%
12,000
+155
2092
$3.62M ﹤0.01%
152,723
+97
2093
$3.6M ﹤0.01%
50,446
-17,394
2094
$3.59M ﹤0.01%
102,408
-181,318
2095
$3.58M ﹤0.01%
79,846
+628
2096
$3.57M ﹤0.01%
134,396
-255,123
2097
$3.56M ﹤0.01%
70,804
-4,294,240
2098
$3.56M ﹤0.01%
162,752
-852
2099
$3.56M ﹤0.01%
86,148
+47,660
2100
$3.56M ﹤0.01%
168,058
-99,875