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
2101
$4.45M ﹤0.01%
74,226
-6,600
2102
$4.44M ﹤0.01%
+147,225
2103
$4.43M ﹤0.01%
211,702
-115,499
2104
$4.43M ﹤0.01%
410,922
+16,395
2105
$4.43M ﹤0.01%
231,197
+4,823
2106
$4.42M ﹤0.01%
316,098
-14,514
2107
$4.42M ﹤0.01%
310,710
+15,550
2108
$4.41M ﹤0.01%
87,563
-40,760
2109
$4.41M ﹤0.01%
121,469
+2,044
2110
$4.41M ﹤0.01%
518,709
+274,655
2111
$4.4M ﹤0.01%
314,234
+171,753
2112
$4.4M ﹤0.01%
228,265
-5,294
2113
$4.39M ﹤0.01%
25,184
+772
2114
$4.39M ﹤0.01%
259,947
+138,257
2115
$4.39M ﹤0.01%
+260,335
2116
$4.38M ﹤0.01%
212,113
-58,783
2117
$4.38M ﹤0.01%
95,589
+3,840
2118
$4.38M ﹤0.01%
588,821
+13,955
2119
$4.37M ﹤0.01%
791,240
-173,996
2120
$4.37M ﹤0.01%
553,244
+26,000
2121
$4.36M ﹤0.01%
678,563
+46,323
2122
$4.36M ﹤0.01%
1,509,790
+1,377,000
2123
$4.35M ﹤0.01%
105,615
-45,829
2124
$4.34M ﹤0.01%
158,384
+21,275
2125
$4.33M ﹤0.01%
203,580
-22,282