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
2626
$1.12M ﹤0.01%
323,017
-92,336
2627
$1.1M ﹤0.01%
86,872
-924,636
2628
$1.1M ﹤0.01%
65,393
-2,283
2629
$1.1M ﹤0.01%
1,325
+126
2630
$1.1M ﹤0.01%
+64,155
2631
$1.1M ﹤0.01%
204,282
+2,807
2632
$1.09M ﹤0.01%
42,523
+7,907
2633
$1.08M ﹤0.01%
53,760
+15,286
2634
$1.08M ﹤0.01%
128,901
+7,402
2635
$1.08M ﹤0.01%
69,575
-35,788
2636
$1.08M ﹤0.01%
45,339
-10,878
2637
$1.08M ﹤0.01%
66,186
-17,732
2638
$1.08M ﹤0.01%
29,029
+17,089
2639
$1.08M ﹤0.01%
144,622
-52,457
2640
$1.07M ﹤0.01%
10,365
-5,069
2641
$1.07M ﹤0.01%
38,452
+9,648
2642
$1.06M ﹤0.01%
47,374
+31,079
2643
$1.06M ﹤0.01%
76,758
+9,980
2644
$1.06M ﹤0.01%
1,745,276
-745,627
2645
$1.06M ﹤0.01%
60,859
-287
2646
$1.05M ﹤0.01%
21,594
+7,164
2647
$1.05M ﹤0.01%
40,984
+1,424
2648
$1.05M ﹤0.01%
46,531
+29,559
2649
$1.04M ﹤0.01%
77,202
+3,516
2650
$1.04M ﹤0.01%
32,373
-3,632