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
$193B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,238
New
Increased
Reduced
Closed

Top Buys

1 +$601M
2 +$324M
3 +$294M
4
SO icon
Southern Company
SO
+$293M
5
DPZ icon
Domino's
DPZ
+$261M

Top Sells

1 +$647M
2 +$502M
3 +$482M
4
HD icon
Home Depot
HD
+$369M
5
PANW icon
Palo Alto Networks
PANW
+$321M

Sector Composition

1 Technology 15.65%
2 Financials 13.95%
3 Healthcare 11.81%
4 Consumer Discretionary 8.93%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$2.6M ﹤0.01%
198,154
+2,983
2402
$2.59M ﹤0.01%
87,071
+25,718
2403
$2.59M ﹤0.01%
113,128
-1,310
2404
$2.59M ﹤0.01%
+178,240
2405
$2.59M ﹤0.01%
139,270
+16,188
2406
$2.58M ﹤0.01%
24,566
-18,783
2407
$2.57M ﹤0.01%
44,563
+7,305
2408
$2.57M ﹤0.01%
59,695
+25,275
2409
$2.56M ﹤0.01%
431,160
+30,105
2410
$2.55M ﹤0.01%
85,758
+37,731
2411
$2.55M ﹤0.01%
750,416
+262,915
2412
$2.55M ﹤0.01%
+6,150
2413
$2.54M ﹤0.01%
168,339
-28,808
2414
$2.54M ﹤0.01%
104,415
+5,925
2415
$2.53M ﹤0.01%
161,708
+40,892
2416
$2.51M ﹤0.01%
50,425
+17,406
2417
$2.51M ﹤0.01%
551,082
+7,822
2418
$2.49M ﹤0.01%
81,416
+35,700
2419
$2.49M ﹤0.01%
41,072
+3,055
2420
$2.49M ﹤0.01%
287,164
+173
2421
$2.49M ﹤0.01%
229,134
+69,552
2422
$2.48M ﹤0.01%
48,260
+3,680
2423
$2.47M ﹤0.01%
42,008
+4,352
2424
$2.47M ﹤0.01%
49,278
+18,366
2425
$2.47M ﹤0.01%
140,857
+55,561