Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

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
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233B
AUM Growth
+$43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,829
New
Increased
Reduced
Closed

Top Sells

1 +$385M
2 +$294M
3 +$258M
4
WFC icon
Wells Fargo
WFC
+$251M
5
C icon
Citigroup
C
+$236M

Sector Composition

1 Technology 23.56%
2 Healthcare 12.1%
3 Financials 10.73%
4 Consumer Discretionary 8.24%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$4.66M ﹤0.01%
442,325
-55,004
2077
$4.66M ﹤0.01%
211,672
-11,900
2078
$4.65M ﹤0.01%
89,210
-2,951
2079
$4.65M ﹤0.01%
45,286
-1,654
2080
$4.65M ﹤0.01%
283,220
+8,060
2081
$4.62M ﹤0.01%
779,077
+33,280
2082
$4.62M ﹤0.01%
96,151
-7,080
2083
$4.6M ﹤0.01%
194,717
-26,197
2084
$4.59M ﹤0.01%
131,393
-1,429
2085
$4.59M ﹤0.01%
569,408
-6,446
2086
$4.58M ﹤0.01%
438,831
-33,901
2087
$4.56M ﹤0.01%
391,478
-215,518
2088
$4.55M ﹤0.01%
121,904
+22,622
2089
$4.55M ﹤0.01%
494,784
-126,965
2090
$4.55M ﹤0.01%
291,438
-126,209
2091
$4.54M ﹤0.01%
88,059
+3,173
2092
$4.53M ﹤0.01%
56,243
-2,810
2093
$4.53M ﹤0.01%
285,586
+37,909
2094
$4.52M ﹤0.01%
275,398
-6,967
2095
$4.49M ﹤0.01%
270,940
+210,180
2096
$4.48M ﹤0.01%
410,818
+271,907
2097
$4.47M ﹤0.01%
78,009
-61,004
2098
$4.47M ﹤0.01%
116,608
-2,822
2099
$4.46M ﹤0.01%
185,357
-28,830
2100
$4.45M ﹤0.01%
125,369
+16,471