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
$168B
AUM Growth
-$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,110
New
Increased
Reduced
Closed

Top Buys

1 +$346M
2 +$321M
3 +$240M
4
AVGO icon
Broadcom
AVGO
+$240M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$207M

Top Sells

1 +$595M
2 +$405M
3 +$344M
4
SWKS icon
Skyworks Solutions
SWKS
+$312M
5
META icon
Meta Platforms (Facebook)
META
+$271M

Sector Composition

1 Technology 15.22%
2 Healthcare 14.31%
3 Financials 12.81%
4 Consumer Discretionary 9.39%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$1.22M ﹤0.01%
31,006
-2,195
2602
$1.21M ﹤0.01%
13,606
+9,940
2603
$1.2M ﹤0.01%
11,433
-928
2604
$1.2M ﹤0.01%
37,754
-28,891
2605
$1.2M ﹤0.01%
76,756
+29,494
2606
$1.19M ﹤0.01%
22,398
-2,070
2607
$1.19M ﹤0.01%
362,666
-45,410
2608
$1.18M ﹤0.01%
39,691
+10,080
2609
$1.18M ﹤0.01%
65,504
+36,517
2610
$1.18M ﹤0.01%
23,622
-12,090
2611
$1.16M ﹤0.01%
47,889
-8,971
2612
$1.16M ﹤0.01%
45,128
-55,204
2613
$1.15M ﹤0.01%
25,485
+12,204
2614
$1.15M ﹤0.01%
24,747
-1,343
2615
$1.15M ﹤0.01%
71,635
+31,140
2616
$1.15M ﹤0.01%
56,525
-88,870
2617
$1.15M ﹤0.01%
38,958
-3,632
2618
$1.15M ﹤0.01%
32,413
-7,339
2619
$1.14M ﹤0.01%
44,315
-983
2620
$1.14M ﹤0.01%
37,112
-144,438
2621
$1.14M ﹤0.01%
59,300
+24,105
2622
$1.13M ﹤0.01%
140,773
-58,680
2623
$1.13M ﹤0.01%
43,178
+20,043
2624
$1.13M ﹤0.01%
23,004
+4,617
2625
$1.13M ﹤0.01%
61,216
+406