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
2126
$4.33M ﹤0.01%
180,747
-27,577
2127
$4.33M ﹤0.01%
209,304
-124,982
2128
$4.33M ﹤0.01%
1,040,463
+3,606
2129
$4.33M ﹤0.01%
169,841
+19,151
2130
$4.33M ﹤0.01%
162,136
+4,205
2131
$4.33M ﹤0.01%
689,952
+201,980
2132
$4.32M ﹤0.01%
245,344
-19,202
2133
$4.32M ﹤0.01%
135,231
-27,817
2134
$4.29M ﹤0.01%
300,261
-43,459
2135
$4.29M ﹤0.01%
190,192
+47,062
2136
$4.26M ﹤0.01%
192,363
-91,216
2137
$4.26M ﹤0.01%
271,563
-10,547
2138
$4.25M ﹤0.01%
152,451
-4,735
2139
$4.22M ﹤0.01%
173,450
-10,040
2140
$4.22M ﹤0.01%
234,550
2141
$4.21M ﹤0.01%
37,937
-9,478
2142
$4.21M ﹤0.01%
161,335
+74,240
2143
$4.2M ﹤0.01%
367,418
-4,684
2144
$4.2M ﹤0.01%
566,236
-11,262
2145
$4.2M ﹤0.01%
370,065
-2,988
2146
$4.19M ﹤0.01%
384,575
-49,553
2147
$4.19M ﹤0.01%
49,105
-14,393
2148
$4.19M ﹤0.01%
184,122
-16,733
2149
$4.19M ﹤0.01%
301,250
+41,316
2150
$4.19M ﹤0.01%
220,175
+3,398