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
$144B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,923
New
Increased
Reduced
Closed

Top Buys

1 +$2.05B
2 +$2.01B
3 +$1.9B
4
AAPL icon
Apple
AAPL
+$1.87B
5
CVX icon
Chevron
CVX
+$1.61B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.15%
2 Technology 13.28%
3 Healthcare 12.1%
4 Industrials 10.88%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$1.56M ﹤0.01%
+216,642
2302
$1.56M ﹤0.01%
+512,410
2303
$1.56M ﹤0.01%
+92,234
2304
$1.54M ﹤0.01%
+106,541
2305
$1.54M ﹤0.01%
+60,804
2306
$1.54M ﹤0.01%
+112,704
2307
$1.53M ﹤0.01%
+36,729
2308
$1.53M ﹤0.01%
+85,823
2309
$1.53M ﹤0.01%
+35,963
2310
$1.53M ﹤0.01%
+87,215
2311
$1.52M ﹤0.01%
+87,657
2312
$1.52M ﹤0.01%
+208,553
2313
$1.51M ﹤0.01%
+48,723
2314
$1.5M ﹤0.01%
+90,885
2315
$1.5M ﹤0.01%
+43,677
2316
$1.5M ﹤0.01%
+121,183
2317
$1.48M ﹤0.01%
+104,294
2318
$1.47M ﹤0.01%
+34,957
2319
$1.47M ﹤0.01%
+56,680
2320
$1.46M ﹤0.01%
+77,734
2321
$1.46M ﹤0.01%
+86,481
2322
$1.46M ﹤0.01%
+195,012
2323
$1.45M ﹤0.01%
+81,487
2324
$1.44M ﹤0.01%
+49,840
2325
$1.44M ﹤0.01%
+19,640