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
2276
$4.26M ﹤0.01%
90,607
-4,422
2277
$4.26M ﹤0.01%
88,300
+9,652
2278
$4.25M ﹤0.01%
316,673
+11,088
2279
$4.25M ﹤0.01%
50,726
+5,294
2280
$4.24M ﹤0.01%
45,808
-2,623
2281
$4.21M ﹤0.01%
118,984
-5,641
2282
$4.21M ﹤0.01%
50,782
-28,892
2283
$4.21M ﹤0.01%
659,209
+319,391
2284
$4.21M ﹤0.01%
89,959
+3,484
2285
$4.2M ﹤0.01%
260,664
-430,576
2286
$4.19M ﹤0.01%
104,784
+21,218
2287
$4.18M ﹤0.01%
173,694
-4,730
2288
$4.18M ﹤0.01%
219,485
+9,486
2289
$4.17M ﹤0.01%
108,495
-2,415
2290
$4.17M ﹤0.01%
48,118
+982
2291
$4.15M ﹤0.01%
85,783
-103,717
2292
$4.14M ﹤0.01%
177,371
-13,910
2293
$4.13M ﹤0.01%
97,677
+40,702
2294
$4.12M ﹤0.01%
129,199
-13,772
2295
$4.12M ﹤0.01%
24,157
+1,408
2296
$4.11M ﹤0.01%
60,287
-3,648
2297
$4.07M ﹤0.01%
148,841
+4,831
2298
$4.07M ﹤0.01%
102,144
+1,382
2299
$4.05M ﹤0.01%
519,722
-12,610
2300
$4.05M ﹤0.01%
125,519
-12,635