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
2126
$6.27M ﹤0.01%
206,318
-20,307
2127
$6.27M ﹤0.01%
621,645
-17,426
2128
$6.27M ﹤0.01%
430,016
+6,388
2129
$6.26M ﹤0.01%
114,880
+182
2130
$6.25M ﹤0.01%
187,064
-6,108
2131
$6.25M ﹤0.01%
3,482
-50
2132
$6.25M ﹤0.01%
117,506
-11,526
2133
$6.25M ﹤0.01%
332,733
+5,886
2134
$6.24M ﹤0.01%
207,875
-177,280
2135
$6.24M ﹤0.01%
735,478
-1,526
2136
$6.23M ﹤0.01%
101,871
+10,787
2137
$6.22M ﹤0.01%
2,550,806
+16,099
2138
$6.22M ﹤0.01%
117,357
+211
2139
$6.22M ﹤0.01%
485,734
-36,496
2140
$6.22M ﹤0.01%
141,178
-79,444
2141
$6.21M ﹤0.01%
283,325
+251,913
2142
$6.21M ﹤0.01%
1,029,770
-176,381
2143
$6.21M ﹤0.01%
93,959
-26,310
2144
$6.2M ﹤0.01%
1,223,259
-661,984
2145
$6.19M ﹤0.01%
881,100
+6,573
2146
$6.19M ﹤0.01%
598,374
+30,588
2147
$6.19M ﹤0.01%
108,578
-2,473
2148
$6.17M ﹤0.01%
294,990
-7,876
2149
$6.17M ﹤0.01%
137,907
-287,654
2150
$6.16M ﹤0.01%
43,120
-182,855