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
$152B
AUM Growth
+$8.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,257
New
Increased
Reduced
Closed

Top Buys

1 +$268M
2 +$260M
3 +$245M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$240M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$238M

Top Sells

1 +$333M
2 +$295M
3 +$253M
4
NWSA
NEWS CORPORATION CL-A
NWSA
+$235M
5
YUM icon
Yum! Brands
YUM
+$219M

Sector Composition

1 Financials 14.61%
2 Technology 13.68%
3 Healthcare 11.9%
4 Industrials 11.1%
5 Consumer Discretionary 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$931K ﹤0.01%
39,453
-327,207
2527
$931K ﹤0.01%
45,843
+3,216
2528
$928K ﹤0.01%
38,062
-63,009
2529
$927K ﹤0.01%
62,396
+14,916
2530
$927K ﹤0.01%
30,692
-19,148
2531
$925K ﹤0.01%
15,067
+217
2532
$923K ﹤0.01%
49,023
+3,650
2533
$921K ﹤0.01%
15,172
+14,271
2534
$919K ﹤0.01%
14,311
+8,792
2535
$917K ﹤0.01%
8,330
+921
2536
$917K ﹤0.01%
17,442
+3,421
2537
$917K ﹤0.01%
34,326
+26,211
2538
$916K ﹤0.01%
33,733
+8,200
2539
$911K ﹤0.01%
227,226
+7,185
2540
$910K ﹤0.01%
8,639
+2,947
2541
$907K ﹤0.01%
60,330
+7,175
2542
$898K ﹤0.01%
12,298
+1,786
2543
$892K ﹤0.01%
38,719
+18,498
2544
$885K ﹤0.01%
29,650
+10,000
2545
$881K ﹤0.01%
111,736
+3,195
2546
$877K ﹤0.01%
22,792
-37,000
2547
$866K ﹤0.01%
82,283
+12,685
2548
$865K ﹤0.01%
19,685
-121
2549
$860K ﹤0.01%
33,693
+24,102
2550
$852K ﹤0.01%
14,419
+14,219