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
2276
$3.41M ﹤0.01%
395,960
+379,101
2277
$3.4M ﹤0.01%
255,074
+60,933
2278
$3.4M ﹤0.01%
150,314
+21,237
2279
$3.39M ﹤0.01%
123,593
+110,445
2280
$3.39M ﹤0.01%
43,583
-7,258
2281
$3.39M ﹤0.01%
186,299
-32,902
2282
$3.38M ﹤0.01%
296,428
-13,853
2283
$3.38M ﹤0.01%
131,390
+90,429
2284
$3.38M ﹤0.01%
+56,452
2285
$3.37M ﹤0.01%
374,280
+71,773
2286
$3.36M ﹤0.01%
278,865
-57,818
2287
$3.36M ﹤0.01%
290,712
-59,484
2288
$3.36M ﹤0.01%
226,607
-11,544
2289
$3.35M ﹤0.01%
20,516
-1,701
2290
$3.35M ﹤0.01%
88,308
-193,447
2291
$3.34M ﹤0.01%
19,149
+12,938
2292
$3.34M ﹤0.01%
200,829
-98,550
2293
$3.31M ﹤0.01%
23,353
+6,858
2294
$3.31M ﹤0.01%
172,474
+4,002
2295
$3.3M ﹤0.01%
114,457
-5,549
2296
$3.3M ﹤0.01%
63,162
-964
2297
$3.3M ﹤0.01%
115,062
+4,781
2298
$3.3M ﹤0.01%
26,591
-793
2299
$3.3M ﹤0.01%
+306,930
2300
$3.29M ﹤0.01%
244,000
+784