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
$167B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,970
New
Increased
Reduced
Closed

Top Buys

1 +$825M
2 +$339M
3 +$333M
4
PG icon
Procter & Gamble
PG
+$304M
5
PCYC
PHARMACYCLICS INC
PCYC
+$281M

Top Sells

1 +$526M
2 +$495M
3 +$384M
4
WFC icon
Wells Fargo
WFC
+$298M
5
T icon
AT&T
T
+$297M

Sector Composition

1 Technology 13.91%
2 Financials 13.89%
3 Healthcare 12.37%
4 Industrials 10.76%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$1.44M ﹤0.01%
32,628
+32,318
2452
$1.43M ﹤0.01%
60,420
+15,513
2453
$1.43M ﹤0.01%
15,592
+1,929
2454
$1.42M ﹤0.01%
50,068
2455
$1.42M ﹤0.01%
43,097
+1,287
2456
$1.41M ﹤0.01%
213,158
+4,225
2457
$1.4M ﹤0.01%
76,312
+1,758
2458
$1.39M ﹤0.01%
110,293
+2,065
2459
$1.38M ﹤0.01%
13,543
+13,272
2460
$1.38M ﹤0.01%
6,230
+950
2461
$1.38M ﹤0.01%
241,384
+7,974
2462
$1.37M ﹤0.01%
33,646
-422
2463
$1.37M ﹤0.01%
63,901
+16,550
2464
$1.36M ﹤0.01%
29,821
+25,466
2465
$1.36M ﹤0.01%
355,965
+222,915
2466
$1.36M ﹤0.01%
22,534
-20,032
2467
$1.35M ﹤0.01%
59,355
-4,072
2468
$1.34M ﹤0.01%
186,054
+33,701
2469
$1.34M ﹤0.01%
71,540
+215
2470
$1.32M ﹤0.01%
21,678
+13,428
2471
$1.32M ﹤0.01%
234,647
+3,655
2472
$1.31M ﹤0.01%
65,498
+1,178
2473
$1.31M ﹤0.01%
14,612
+4,434
2474
$1.31M ﹤0.01%
62,001
+28,564
2475
$1.3M ﹤0.01%
+30,415