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
$193B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,238
New
Increased
Reduced
Closed

Top Buys

1 +$601M
2 +$324M
3 +$294M
4
SO icon
Southern Company
SO
+$293M
5
DPZ icon
Domino's
DPZ
+$261M

Top Sells

1 +$647M
2 +$502M
3 +$482M
4
HD icon
Home Depot
HD
+$369M
5
PANW icon
Palo Alto Networks
PANW
+$321M

Sector Composition

1 Technology 15.65%
2 Financials 13.95%
3 Healthcare 11.81%
4 Consumer Discretionary 8.93%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$3.59M ﹤0.01%
116,415
+2,880
2227
$3.58M ﹤0.01%
513,343
+8,690
2228
$3.58M ﹤0.01%
264,956
-34,957
2229
$3.57M ﹤0.01%
88,109
-22,933
2230
$3.55M ﹤0.01%
+161,474
2231
$3.53M ﹤0.01%
130,626
-6,962
2232
$3.53M ﹤0.01%
124,555
-1,495
2233
$3.51M ﹤0.01%
125,847
+34,905
2234
$3.49M ﹤0.01%
230,366
+21,720
2235
$3.47M ﹤0.01%
103,951
+94,371
2236
$3.47M ﹤0.01%
+367,798
2237
$3.47M ﹤0.01%
203,940
+11,960
2238
$3.46M ﹤0.01%
170,218
-9,260
2239
$3.46M ﹤0.01%
68,938
+18,722
2240
$3.45M ﹤0.01%
+15,914
2241
$3.45M ﹤0.01%
116,478
-3,764
2242
$3.44M ﹤0.01%
367,088
+68,438
2243
$3.44M ﹤0.01%
116,345
-9,505
2244
$3.44M ﹤0.01%
116,452
-79,467
2245
$3.43M ﹤0.01%
108,917
+50,732
2246
$3.43M ﹤0.01%
275,406
-45,419
2247
$3.43M ﹤0.01%
141,566
+5,711
2248
$3.42M ﹤0.01%
67,653
-69,681
2249
$3.38M ﹤0.01%
93,059
+2,357
2250
$3.37M ﹤0.01%
29,995
+23,274