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
$183B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,154
New
Increased
Reduced
Closed

Top Buys

1 +$450M
2 +$423M
3 +$328M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$289M
5
COST icon
Costco
COST
+$271M

Top Sells

1 +$306M
2 +$271M
3 +$262M
4
BMY icon
Bristol-Myers Squibb
BMY
+$258M
5
PSA icon
Public Storage
PSA
+$217M

Sector Composition

1 Technology 15.18%
2 Financials 14.8%
3 Healthcare 11.77%
4 Industrials 8.71%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$2.25M ﹤0.01%
87,347
+7,771
2427
$2.25M ﹤0.01%
238,418
-560,844
2428
$2.25M ﹤0.01%
1,960
+25
2429
$2.23M ﹤0.01%
95,040
-31,543
2430
$2.23M ﹤0.01%
44,580
+33,179
2431
$2.22M ﹤0.01%
181,899
+3,000
2432
$2.18M ﹤0.01%
138,835
+2,700
2433
$2.18M ﹤0.01%
39,868
+1,268
2434
$2.17M ﹤0.01%
+89,847
2435
$2.17M ﹤0.01%
115,551
+2,105
2436
$2.17M ﹤0.01%
63,400
-2,723
2437
$2.17M ﹤0.01%
50,403
+1,320
2438
$2.17M ﹤0.01%
17,375
-1,500
2439
$2.16M ﹤0.01%
112,038
-61,731
2440
$2.16M ﹤0.01%
+49,311
2441
$2.16M ﹤0.01%
361,878
+5,692
2442
$2.15M ﹤0.01%
201,325
+3,095
2443
$2.15M ﹤0.01%
35,342
-6,036
2444
$2.15M ﹤0.01%
87,253
+41,988
2445
$2.15M ﹤0.01%
52,585
+20,978
2446
$2.15M ﹤0.01%
250,639
+3,110
2447
$2.15M ﹤0.01%
+58,644
2448
$2.14M ﹤0.01%
153,919
+1,920
2449
$2.13M ﹤0.01%
126,093
-47,293
2450
$2.13M ﹤0.01%
+285,647