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
2151
$4.18M ﹤0.01%
120,918
+16,665
2152
$4.18M ﹤0.01%
178,332
-12,637
2153
$4.18M ﹤0.01%
108,331
+6,172
2154
$4.17M ﹤0.01%
276,841
-91,570
2155
$4.17M ﹤0.01%
150,495
-12,177
2156
$4.17M ﹤0.01%
302,094
-186,341
2157
$4.17M ﹤0.01%
337,956
-254,557
2158
$4.16M ﹤0.01%
94,014
+50,228
2159
$4.16M ﹤0.01%
333,640
+254,810
2160
$4.15M ﹤0.01%
124,182
-6,867
2161
$4.15M ﹤0.01%
95,547
-5,548
2162
$4.13M ﹤0.01%
227,947
-14,077
2163
$4.11M ﹤0.01%
85,722
-71
2164
$4.11M ﹤0.01%
284,169
-8,652
2165
$4.09M ﹤0.01%
80,365
-980
2166
$4.07M ﹤0.01%
64,483
+40,058
2167
$4.07M ﹤0.01%
112,938
+81,205
2168
$4.07M ﹤0.01%
48,767
+35,644
2169
$4.06M ﹤0.01%
181,679
-1,611
2170
$4.03M ﹤0.01%
259,600
+205,346
2171
$4.02M ﹤0.01%
129,132
-19,855
2172
$4.01M ﹤0.01%
115,840
+17,765
2173
$4.01M ﹤0.01%
130,858
+4,373
2174
$4M ﹤0.01%
616,766
-20,665
2175
$3.99M ﹤0.01%
117,830
-8,213