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
2226
$5.47M ﹤0.01%
225,352
-14,985
2227
$5.46M ﹤0.01%
173,175
-279,509
2228
$5.46M ﹤0.01%
576,338
+250,965
2229
$5.45M ﹤0.01%
185,273
+84,469
2230
$5.44M ﹤0.01%
96,362
+3,832
2231
$5.43M ﹤0.01%
250,149
-19,029
2232
$5.42M ﹤0.01%
65,447
+3,018
2233
$5.42M ﹤0.01%
59,084
-17,561
2234
$5.41M ﹤0.01%
144,972
-52,573
2235
$5.41M ﹤0.01%
112,617
+23,524
2236
$5.41M ﹤0.01%
61,367
-24,575
2237
$5.41M ﹤0.01%
301,329
+59,910
2238
$5.4M ﹤0.01%
285,799
+70,606
2239
$5.4M ﹤0.01%
637,244
+20,616
2240
$5.39M ﹤0.01%
257,379
-6,053
2241
$5.39M ﹤0.01%
231,252
+25,098
2242
$5.38M ﹤0.01%
199,530
+24,792
2243
$5.37M ﹤0.01%
107,967
-2,180
2244
$5.37M ﹤0.01%
347,070
+24,492
2245
$5.35M ﹤0.01%
219,642
-66,150
2246
$5.35M ﹤0.01%
202,289
-66,197
2247
$5.35M ﹤0.01%
214,755
+22,777
2248
$5.34M ﹤0.01%
12,966
-3,745
2249
$5.33M ﹤0.01%
502,615
+2,972
2250
$5.33M ﹤0.01%
25,142
+304