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
$171B
AUM Growth
+$3.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,034
New
Increased
Reduced
Closed

Top Buys

1 +$585M
2 +$500M
3 +$394M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$390M
5
ATVI
Activision Blizzard
ATVI
+$345M

Sector Composition

1 Technology 14.6%
2 Healthcare 14.37%
3 Financials 12.83%
4 Consumer Discretionary 8.87%
5 Industrials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$1.28M ﹤0.01%
227,503
-39,694
2602
$1.28M ﹤0.01%
33,146
+10,054
2603
$1.28M ﹤0.01%
10,100
-53,635
2604
$1.28M ﹤0.01%
114,825
+22,542
2605
$1.28M ﹤0.01%
130,929
+39,161
2606
$1.27M ﹤0.01%
103,467
+18,708
2607
$1.26M ﹤0.01%
33,652
+1,239
2608
$1.26M ﹤0.01%
201,470
-49,238
2609
$1.26M ﹤0.01%
125,052
-3,849
2610
$1.26M ﹤0.01%
81,740
-6,290
2611
$1.26M ﹤0.01%
60,721
+20,338
2612
$1.25M ﹤0.01%
+175,773
2613
$1.25M ﹤0.01%
57,656
-750
2614
$1.25M ﹤0.01%
50,074
+6,896
2615
$1.25M ﹤0.01%
30,406
+4,417
2616
$1.25M ﹤0.01%
76,783
+6,751
2617
$1.25M ﹤0.01%
39,413
+31,592
2618
$1.24M ﹤0.01%
37,814
-9,823
2619
$1.24M ﹤0.01%
31,636
+630
2620
$1.24M ﹤0.01%
199,069
+26,455
2621
$1.24M ﹤0.01%
46,571
+8,590
2622
$1.24M ﹤0.01%
+28,303
2623
$1.24M ﹤0.01%
44,563
-24,366
2624
$1.23M ﹤0.01%
89,698
-13,369
2625
$1.23M ﹤0.01%
23,590
-738