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
$406B
AUM Growth
+$35.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,139
New
Increased
Reduced
Closed

Top Buys

1 +$601M
2 +$574M
3 +$429M
4
MO icon
Altria Group
MO
+$370M
5
WIX icon
WIX.com
WIX
+$294M

Top Sells

1 +$581M
2 +$465M
3 +$300M
4
BDX icon
Becton Dickinson
BDX
+$267M
5
UNH icon
UnitedHealth
UNH
+$265M

Sector Composition

1 Technology 25.1%
2 Financials 11.83%
3 Industrials 8.16%
4 Healthcare 7.52%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$6.44M ﹤0.01%
158,681
+25,914
2102
$6.44M ﹤0.01%
121,520
+53,615
2103
$6.41M ﹤0.01%
398,092
-99,285
2104
$6.41M ﹤0.01%
56,972
+28,922
2105
$6.4M ﹤0.01%
46,505
-90
2106
$6.4M ﹤0.01%
563,990
+36,319
2107
$6.39M ﹤0.01%
71,514
-128,490
2108
$6.37M ﹤0.01%
103,791
-531
2109
$6.37M ﹤0.01%
435,963
-177,002
2110
$6.36M ﹤0.01%
146,045
+5,271
2111
$6.36M ﹤0.01%
313,470
-117,750
2112
$6.35M ﹤0.01%
102,289
-38,146
2113
$6.34M ﹤0.01%
296,604
-26,954
2114
$6.34M ﹤0.01%
81,841
-796
2115
$6.34M ﹤0.01%
133,166
-64,239
2116
$6.33M ﹤0.01%
150,296
+61,963
2117
$6.33M ﹤0.01%
410,548
-454,004
2118
$6.31M ﹤0.01%
428,135
+242,721
2119
$6.3M ﹤0.01%
599,272
+75,989
2120
$6.3M ﹤0.01%
116,098
+80,526
2121
$6.3M ﹤0.01%
199,356
-139,869
2122
$6.3M ﹤0.01%
430,120
+415,915
2123
$6.29M ﹤0.01%
133,717
+2,352
2124
$6.29M ﹤0.01%
602,739
+20,905
2125
$6.28M ﹤0.01%
262,206
+15,379