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
2201
$3.84M ﹤0.01%
265,981
-30,971
2202
$3.83M ﹤0.01%
267,357
-34,983
2203
$3.83M ﹤0.01%
19,748
-11,669
2204
$3.82M ﹤0.01%
58,494
+29,017
2205
$3.81M ﹤0.01%
707,127
+19,097
2206
$3.81M ﹤0.01%
88,539
-8,906
2207
$3.81M ﹤0.01%
102,143
-64,191
2208
$3.8M ﹤0.01%
101,571
-4,765
2209
$3.8M ﹤0.01%
218,441
-109
2210
$3.79M ﹤0.01%
76,636
+2,504
2211
$3.78M ﹤0.01%
502,853
-58,345
2212
$3.78M ﹤0.01%
71,000
2213
$3.77M ﹤0.01%
104,912
+91,756
2214
$3.77M ﹤0.01%
367,942
+5,100
2215
$3.77M ﹤0.01%
83,740
-26,946
2216
$3.77M ﹤0.01%
294,954
+13,440
2217
$3.76M ﹤0.01%
203,176
-7,429
2218
$3.76M ﹤0.01%
536,605
-15,948
2219
$3.76M ﹤0.01%
195,942
-6,510
2220
$3.75M ﹤0.01%
210,634
-16,740
2221
$3.74M ﹤0.01%
67,284
+10,879
2222
$3.74M ﹤0.01%
76,363
-21,344
2223
$3.74M ﹤0.01%
+126,107
2224
$3.73M ﹤0.01%
751,132
+73,343
2225
$3.73M ﹤0.01%
98,993
+60,993