Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

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
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233B
AUM Growth
+$43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,829
New
Increased
Reduced
Closed

Top Sells

1 +$385M
2 +$294M
3 +$258M
4
WFC icon
Wells Fargo
WFC
+$251M
5
C icon
Citigroup
C
+$236M

Sector Composition

1 Technology 23.56%
2 Healthcare 12.1%
3 Financials 10.73%
4 Consumer Discretionary 8.24%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$2.59M ﹤0.01%
745,047
-179,317
2427
$2.58M ﹤0.01%
63,564
+10,828
2428
$2.58M ﹤0.01%
554,780
-32,809
2429
$2.58M ﹤0.01%
20,562
+18,350
2430
$2.57M ﹤0.01%
90,814
-33,690
2431
$2.56M ﹤0.01%
109,659
+3,027
2432
$2.56M ﹤0.01%
61,737
-26,277
2433
$2.56M ﹤0.01%
130,650
-4,200
2434
$2.55M ﹤0.01%
29,064
-4,415
2435
$2.54M ﹤0.01%
372,586
+19,615
2436
$2.54M ﹤0.01%
271,204
-57,010
2437
$2.54M ﹤0.01%
358,861
-11,732
2438
$2.53M ﹤0.01%
273,862
+44,876
2439
$2.53M ﹤0.01%
17,457
-104,612
2440
$2.53M ﹤0.01%
181,415
-88,004
2441
$2.53M ﹤0.01%
110,839
-53,568
2442
$2.52M ﹤0.01%
360,512
-5,940
2443
$2.52M ﹤0.01%
71,875
-130,244
2444
$2.52M ﹤0.01%
426,558
+71,444
2445
$2.52M ﹤0.01%
148,858
+34,396
2446
$2.51M ﹤0.01%
228,953
-7,617
2447
$2.51M ﹤0.01%
52,195
+2,313
2448
$2.5M ﹤0.01%
30,463
-621
2449
$2.5M ﹤0.01%
216,480
-216,806
2450
$2.5M ﹤0.01%
141,868
-942