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
$223B
AUM Growth
+$5.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,836
New
Increased
Reduced
Closed

Top Buys

1 +$489M
2 +$314M
3 +$305M
4
DOW icon
Dow Inc
DOW
+$299M
5
AZO icon
AutoZone
AZO
+$239M

Top Sells

1 +$306M
2 +$291M
3 +$289M
4
MSFT icon
Microsoft
MSFT
+$269M
5
JNJ icon
Johnson & Johnson
JNJ
+$239M

Sector Composition

1 Technology 18.35%
2 Financials 12.97%
3 Healthcare 11.29%
4 Industrials 8.47%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$5.57M ﹤0.01%
109,449
+10,282
2127
$5.56M ﹤0.01%
150,498
+8,037
2128
$5.55M ﹤0.01%
99,182
-780,908
2129
$5.55M ﹤0.01%
157,755
-5,261
2130
$5.54M ﹤0.01%
112,180
+4,206
2131
$5.52M ﹤0.01%
54,677
-11,097
2132
$5.52M ﹤0.01%
303,072
-145,009
2133
$5.51M ﹤0.01%
166,642
-59,762
2134
$5.51M ﹤0.01%
155,867
-66
2135
$5.5M ﹤0.01%
67,392
-1,219
2136
$5.49M ﹤0.01%
51,060
-2,715
2137
$5.47M ﹤0.01%
713,749
+25,143
2138
$5.47M ﹤0.01%
299,331
+3,081
2139
$5.46M ﹤0.01%
725,053
+30,762
2140
$5.46M ﹤0.01%
344,085
-62,709
2141
$5.46M ﹤0.01%
106,977
+4,581
2142
$5.45M ﹤0.01%
97,139
-3,027
2143
$5.45M ﹤0.01%
+433,392
2144
$5.44M ﹤0.01%
323,085
+33,435
2145
$5.44M ﹤0.01%
109,016
-30,332
2146
$5.44M ﹤0.01%
103,311
-4,782
2147
$5.44M ﹤0.01%
89,981
+1,966
2148
$5.44M ﹤0.01%
176,817
+9,148
2149
$5.44M ﹤0.01%
425,084
-7,694
2150
$5.43M ﹤0.01%
293,870
+154,296