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
$200B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,902
New
Increased
Reduced
Closed

Top Sells

1 +$475M
2 +$356M
3 +$325M
4
AAPL icon
Apple
AAPL
+$325M
5
MSFT icon
Microsoft
MSFT
+$323M

Sector Composition

1 Technology 17%
2 Financials 12.97%
3 Healthcare 12.18%
4 Consumer Discretionary 8.39%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$4.69M ﹤0.01%
518,118
+333,108
2102
$4.68M ﹤0.01%
349,009
-35,136
2103
$4.68M ﹤0.01%
226,929
+35,166
2104
$4.68M ﹤0.01%
269,927
-54,430
2105
$4.67M ﹤0.01%
164,236
+47,600
2106
$4.67M ﹤0.01%
600,796
+87,601
2107
$4.66M ﹤0.01%
41,068
+1,165
2108
$4.66M ﹤0.01%
700,894
+49,413
2109
$4.66M ﹤0.01%
118,376
-21,287
2110
$4.66M ﹤0.01%
139,994
-53,879
2111
$4.66M ﹤0.01%
65,089
-11,880
2112
$4.65M ﹤0.01%
186,000
+52,317
2113
$4.64M ﹤0.01%
285,693
+79,689
2114
$4.63M ﹤0.01%
+53,115
2115
$4.62M ﹤0.01%
83,119
-837
2116
$4.62M ﹤0.01%
270,042
+45,813
2117
$4.61M ﹤0.01%
46,086
+17,622
2118
$4.6M ﹤0.01%
150,039
+33,371
2119
$4.59M ﹤0.01%
53,325
-93,613
2120
$4.58M ﹤0.01%
87,383
-15,085
2121
$4.58M ﹤0.01%
498,626
+6,545
2122
$4.56M ﹤0.01%
16,755
-1,790
2123
$4.56M ﹤0.01%
2,437
+71
2124
$4.55M ﹤0.01%
300,475
-50,175
2125
$4.55M ﹤0.01%
150,892
+106,334