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
2451
$2.49M ﹤0.01%
90,362
-33,499
2452
$2.49M ﹤0.01%
+58,042
2453
$2.49M ﹤0.01%
59,355
+52,281
2454
$2.48M ﹤0.01%
25,254
2455
$2.48M ﹤0.01%
254,712
+61,811
2456
$2.47M ﹤0.01%
110,534
+5,198
2457
$2.47M ﹤0.01%
450,098
-16,608
2458
$2.47M ﹤0.01%
235,903
-15,181
2459
$2.46M ﹤0.01%
151,801
+69,307
2460
$2.46M ﹤0.01%
21,452
+13,670
2461
$2.44M ﹤0.01%
55,896
+18,779
2462
$2.44M ﹤0.01%
103,463
-4,010
2463
$2.43M ﹤0.01%
80,114
-4,952
2464
$2.43M ﹤0.01%
340,216
-71,605
2465
$2.42M ﹤0.01%
31,034
+722
2466
$2.41M ﹤0.01%
105,391
-9,327
2467
$2.41M ﹤0.01%
358,904
+19,000
2468
$2.4M ﹤0.01%
211,454
+2,743
2469
$2.39M ﹤0.01%
95,550
-58,039
2470
$2.38M ﹤0.01%
+27,458
2471
$2.38M ﹤0.01%
273,359
-87,792
2472
$2.38M ﹤0.01%
195,595
+106,658
2473
$2.38M ﹤0.01%
264,857
-27,197
2474
$2.38M ﹤0.01%
435,973
+14,567
2475
$2.38M ﹤0.01%
82,100
+44,973