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
$370B
AUM Growth
+$6.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,999
New
Increased
Reduced
Closed

Top Buys

1 +$605M
2 +$352M
3 +$347M
4
TJX icon
TJX Companies
TJX
+$309M
5
XOM icon
Exxon Mobil
XOM
+$286M

Top Sells

1 +$924M
2 +$617M
3 +$546M
4
QCOM icon
Qualcomm
QCOM
+$540M
5
ETN icon
Eaton
ETN
+$469M

Sector Composition

1 Technology 25.22%
2 Financials 10.48%
3 Healthcare 9.58%
4 Industrials 8.24%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$4.44M ﹤0.01%
383,927
+68,677
2327
$4.44M ﹤0.01%
288,921
-64,410
2328
$4.43M ﹤0.01%
146,772
-23,628
2329
$4.43M ﹤0.01%
1,389,664
+16,152
2330
$4.43M ﹤0.01%
144,167
-8,297
2331
$4.43M ﹤0.01%
317,210
-29,644
2332
$4.42M ﹤0.01%
176,204
-42,891
2333
$4.41M ﹤0.01%
216,157
+143,727
2334
$4.41M ﹤0.01%
146,839
-67,217
2335
$4.41M ﹤0.01%
251,075
+51,399
2336
$4.39M ﹤0.01%
97,128
-10,083
2337
$4.39M ﹤0.01%
260,663
+13,393
2338
$4.39M ﹤0.01%
77,580
-2,523
2339
$4.39M ﹤0.01%
379,716
-78,991
2340
$4.38M ﹤0.01%
900,324
+163,748
2341
$4.38M ﹤0.01%
23,169
-1,159
2342
$4.38M ﹤0.01%
316,958
-295,283
2343
$4.38M ﹤0.01%
44,602
+6,257
2344
$4.37M ﹤0.01%
494,338
+565
2345
$4.37M ﹤0.01%
86,401
-5,742
2346
$4.36M ﹤0.01%
199,182
-27,412
2347
$4.36M ﹤0.01%
356,355
-14,982
2348
$4.33M ﹤0.01%
89,436
+11,542
2349
$4.33M ﹤0.01%
91,548
-6,754
2350
$4.33M ﹤0.01%
89,770
-8,630