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
2251
$3.57M ﹤0.01%
145,461
-9,489
2252
$3.55M ﹤0.01%
120,660
+25,101
2253
$3.54M ﹤0.01%
127,915
-142,811
2254
$3.51M ﹤0.01%
613,973
+64,852
2255
$3.51M ﹤0.01%
294,893
-2,900
2256
$3.5M ﹤0.01%
1,537,080
-429,565
2257
$3.5M ﹤0.01%
+145,799
2258
$3.49M ﹤0.01%
+100,391
2259
$3.49M ﹤0.01%
256,802
+2,439
2260
$3.49M ﹤0.01%
10,631
+41
2261
$3.48M ﹤0.01%
114,206
-978
2262
$3.48M ﹤0.01%
141,484
+3,752
2263
$3.47M ﹤0.01%
81,426
+11,091
2264
$3.46M ﹤0.01%
78,666
-6,512
2265
$3.46M ﹤0.01%
103,059
+686
2266
$3.46M ﹤0.01%
108,397
-8,296
2267
$3.46M ﹤0.01%
339,235
+7,198
2268
$3.46M ﹤0.01%
100,677
-79,502
2269
$3.45M ﹤0.01%
32,626
-5,512
2270
$3.45M ﹤0.01%
187,268
-84,611
2271
$3.44M ﹤0.01%
191,503
-15,772
2272
$3.44M ﹤0.01%
281,010
-44,244
2273
$3.44M ﹤0.01%
180,290
-18,477
2274
$3.42M ﹤0.01%
87,684
-29,137
2275
$3.41M ﹤0.01%
321,117
+9,205