Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.2%
 

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
+26.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161B
AUM Growth
-$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,271
New
Increased
Reduced
Closed

Top Buys

1 +$638M
2 +$606M
3 +$430M
4
BIIB icon
Biogen
BIIB
+$395M
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$384M

Top Sells

1 +$659M
2 +$501M
3 +$430M
4
MON
Monsanto Co
MON
+$420M
5
VMW
VMware, Inc
VMW
+$386M

Sector Composition

1 Healthcare 15.25%
2 Technology 14.65%
3 Financials 13.92%
4 Consumer Discretionary 9.72%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$1.72M ﹤0.01%
16,439
-25,729
2527
$1.72M ﹤0.01%
38,390
+6,206
2528
$1.72M ﹤0.01%
112,252
+5,077
2529
$1.72M ﹤0.01%
94,252
-1,302
2530
$1.72M ﹤0.01%
121,684
+70
2531
$1.72M ﹤0.01%
288,752
+75,624
2532
$1.72M ﹤0.01%
44,468
-1,074
2533
$1.71M ﹤0.01%
110,428
+6,139
2534
$1.71M ﹤0.01%
141,150
+17,194
2535
$1.7M ﹤0.01%
2,172
-260
2536
$1.7M ﹤0.01%
120,525
+20,194
2537
$1.7M ﹤0.01%
42,459
-5,261
2538
$1.69M ﹤0.01%
128,383
-20,412
2539
$1.68M ﹤0.01%
75,004
-19,971
2540
$1.68M ﹤0.01%
272,710
+15,550
2541
$1.67M ﹤0.01%
+173,334
2542
$1.67M ﹤0.01%
37,205
+5,171
2543
$1.67M ﹤0.01%
120,400
+3,530
2544
$1.66M ﹤0.01%
94,560
+27,746
2545
$1.65M ﹤0.01%
42,855
-8,378
2546
$1.65M ﹤0.01%
201,755
+70,014
2547
$1.65M ﹤0.01%
70,740
-6,000
2548
$1.65M ﹤0.01%
47,940
-2,721
2549
$1.64M ﹤0.01%
93,988
+37,628
2550
$1.64M ﹤0.01%
21,746
-6,603