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
$241B
AUM Growth
+$17.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1 +$470M
2 +$421M
3 +$241M
4
MDT icon
Medtronic
MDT
+$231M
5
VFC icon
VF Corp
VFC
+$214M

Top Sells

1 +$450M
2 +$389M
3 +$271M
4
NKE icon
Nike
NKE
+$268M
5
SCHW icon
Charles Schwab
SCHW
+$257M

Sector Composition

1 Technology 19.98%
2 Financials 13.01%
3 Healthcare 11.2%
4 Industrials 8.15%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$4.44M ﹤0.01%
420,530
-10,509
2252
$4.44M ﹤0.01%
1,124,267
-43,768
2253
$4.42M ﹤0.01%
+119,199
2254
$4.42M ﹤0.01%
296,185
-10,785
2255
$4.41M ﹤0.01%
176,793
+89,985
2256
$4.41M ﹤0.01%
1,189,258
-1,970,993
2257
$4.41M ﹤0.01%
118,546
-1,538,166
2258
$4.4M ﹤0.01%
110,579
+3,545
2259
$4.38M ﹤0.01%
102,197
+35,830
2260
$4.37M ﹤0.01%
278,401
-51,323
2261
$4.37M ﹤0.01%
64,303
-6,041
2262
$4.36M ﹤0.01%
170,485
+28,524
2263
$4.35M ﹤0.01%
93,149
-2,470
2264
$4.34M ﹤0.01%
281,638
+76,320
2265
$4.34M ﹤0.01%
270,290
-220
2266
$4.33M ﹤0.01%
51,776
+9,358
2267
$4.32M ﹤0.01%
105,705
-1,167
2268
$4.31M ﹤0.01%
101,818
+12,043
2269
$4.3M ﹤0.01%
+183,890
2270
$4.29M ﹤0.01%
83,862
-6,675
2271
$4.29M ﹤0.01%
198,390
+5,200
2272
$4.29M ﹤0.01%
144,665
+130,885
2273
$4.28M ﹤0.01%
84,397
-8,002
2274
$4.27M ﹤0.01%
99,646
+769
2275
$4.26M ﹤0.01%
185,676
+5,086