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Ameriprise

Ameriprise Portfolio holdings

AUM $431B
1-Year Est. Return 30.59%
 

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
+30.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,166
New
Increased
Reduced
Closed

Top Buys

1 +$650M
2 +$468M
3 +$458M
4
CVX icon
Chevron
CVX
+$410M
5
WIX icon
WIX.com
WIX
+$392M

Top Sells

1 +$836M
2 +$727M
3 +$563M
4
AVGO icon
Broadcom
AVGO
+$549M
5
LRCX icon
Lam Research
LRCX
+$543M

Sector Composition

1 Technology 25.79%
2 Financials 11.49%
3 Industrials 8.18%
4 Healthcare 7.38%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$3.65M ﹤0.01%
40,407
-11,615
2577
$3.65M ﹤0.01%
40,076
-5,465
2578
$3.64M ﹤0.01%
38,233
-418
2579
$3.64M ﹤0.01%
199,395
-32,531
2580
$3.63M ﹤0.01%
135,232
+60,108
2581
$3.62M ﹤0.01%
97,291
+1,292
2582
$3.6M ﹤0.01%
158,503
+5,395
2583
$3.6M ﹤0.01%
86,007
-19,439
2584
$3.59M ﹤0.01%
171,631
-47,229
2585
$3.58M ﹤0.01%
27,153
-706
2586
$3.58M ﹤0.01%
383,363
+159,054
2587
$3.57M ﹤0.01%
197,512
+13,316
2588
$3.57M ﹤0.01%
396,757
-4,492
2589
$3.57M ﹤0.01%
243,069
+6,369
2590
$3.56M ﹤0.01%
121,112
-3,693
2591
$3.55M ﹤0.01%
386,903
-401,537
2592
$3.54M ﹤0.01%
48,139
+44,410
2593
$3.54M ﹤0.01%
139,852
-3,481
2594
$3.53M ﹤0.01%
913,425
+4,703
2595
$3.52M ﹤0.01%
115,083
-81,693
2596
$3.51M ﹤0.01%
51,051
-1,950
2597
$3.51M ﹤0.01%
153,087
+212
2598
$3.5M ﹤0.01%
+104,102
2599
$3.5M ﹤0.01%
81,476
-850
2600
$3.49M ﹤0.01%
208,650
+6,714