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
2201
$5.74M ﹤0.01%
89,684
+1,652
2202
$5.72M ﹤0.01%
127,594
-309,487
2203
$5.68M ﹤0.01%
357,267
+13,944
2204
$5.67M ﹤0.01%
109,160
-2,054
2205
$5.66M ﹤0.01%
90,019
-13,972
2206
$5.66M ﹤0.01%
527,394
+27,201
2207
$5.66M ﹤0.01%
119,932
-3,487
2208
$5.65M ﹤0.01%
89,627
-310,874
2209
$5.65M ﹤0.01%
597,695
+198,458
2210
$5.63M ﹤0.01%
788,440
-761,066
2211
$5.62M ﹤0.01%
143,153
+6,072
2212
$5.6M ﹤0.01%
80,158
+1,361
2213
$5.6M ﹤0.01%
758,129
+76,379
2214
$5.6M ﹤0.01%
260,205
+148,596
2215
$5.6M ﹤0.01%
313,340
-26,329
2216
$5.59M ﹤0.01%
623,032
+1,816
2217
$5.58M ﹤0.01%
139,788
-32,682
2218
$5.58M ﹤0.01%
602,552
+12,478
2219
$5.56M ﹤0.01%
250,231
-29,287
2220
$5.54M ﹤0.01%
391,187
+331,539
2221
$5.53M ﹤0.01%
279,350
-18,019
2222
$5.52M ﹤0.01%
567,309
+54,617
2223
$5.51M ﹤0.01%
204,895
-41,657
2224
$5.48M ﹤0.01%
44,361
-2,416
2225
$5.48M ﹤0.01%
198,023
+14,093