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
$167B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,973
New
Increased
Reduced
Closed

Top Buys

1 +$820M
2 +$387M
3 +$365M
4
JPM icon
JPMorgan Chase
JPM
+$317M
5
PG icon
Procter & Gamble
PG
+$298M

Top Sells

1 +$546M
2 +$485M
3 +$381M
4
GM icon
General Motors
GM
+$290M
5
T icon
AT&T
T
+$282M

Sector Composition

1 Technology 13.91%
2 Financials 13.88%
3 Healthcare 12.37%
4 Industrials 10.76%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$2.2M ﹤0.01%
89,239
-3,990
2302
$2.2M ﹤0.01%
47,441
+1,216
2303
$2.19M ﹤0.01%
47,132
+13,134
2304
$2.19M ﹤0.01%
107,121
+315
2305
$2.18M ﹤0.01%
417,375
2306
$2.18M ﹤0.01%
138,749
-92,606
2307
$2.17M ﹤0.01%
39,298
+12,741
2308
$2.16M ﹤0.01%
50,022
2309
$2.16M ﹤0.01%
73,502
-176,856
2310
$2.16M ﹤0.01%
41,564
-1,068
2311
$2.15M ﹤0.01%
80,600
-197,774
2312
$2.15M ﹤0.01%
199,782
-9,859
2313
$2.15M ﹤0.01%
47,007
+4,689
2314
$2.14M ﹤0.01%
27,432
+5,315
2315
$2.14M ﹤0.01%
103,456
+2,649
2316
$2.14M ﹤0.01%
34,033
+26,215
2317
$2.14M ﹤0.01%
+53,947
2318
$2.12M ﹤0.01%
177,430
+1,730
2319
$2.12M ﹤0.01%
82,492
+58,212
2320
$2.1M ﹤0.01%
255,212
-1,873
2321
$2.09M ﹤0.01%
50,858
-4,304
2322
$2.08M ﹤0.01%
62,756
+3,792
2323
$2.08M ﹤0.01%
59,075
-27,330
2324
$2.08M ﹤0.01%
122,092
-17,280
2325
$2.07M ﹤0.01%
52,127
+4,805