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
2401
$1.13M ﹤0.01%
+23,338
2402
$1.13M ﹤0.01%
+166,643
2403
$1.12M ﹤0.01%
+121,165
2404
$1.12M ﹤0.01%
+16,764
2405
$1.11M ﹤0.01%
+63,748
2406
$1.11M ﹤0.01%
+32,986
2407
$1.1M ﹤0.01%
+36,786
2408
$1.1M ﹤0.01%
+110,736
2409
$1.1M ﹤0.01%
+134,966
2410
$1.09M ﹤0.01%
+20,073
2411
$1.09M ﹤0.01%
+40,491
2412
$1.09M ﹤0.01%
+197,269
2413
$1.08M ﹤0.01%
+23,772
2414
$1.08M ﹤0.01%
+37,173
2415
$1.08M ﹤0.01%
+79,207
2416
$1.07M ﹤0.01%
+1,008,110
2417
$1.07M ﹤0.01%
+28,757
2418
$1.06M ﹤0.01%
+119,882
2419
$1.06M ﹤0.01%
+35,558
2420
$1.06M ﹤0.01%
+44,418
2421
$1.05M ﹤0.01%
+27,517
2422
$1.05M ﹤0.01%
+76,346
2423
$1.04M ﹤0.01%
+92,301
2424
$1.04M ﹤0.01%
+35,051
2425
$1.04M ﹤0.01%
+39,500