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
2626
$1.22M ﹤0.01%
+66,890
2627
$1.22M ﹤0.01%
26,877
+13,310
2628
$1.22M ﹤0.01%
50,919
-3,750
2629
$1.21M ﹤0.01%
148,657
+3,527
2630
$1.21M ﹤0.01%
35,940
+2,777
2631
$1.21M ﹤0.01%
36,086
+27,790
2632
$1.2M ﹤0.01%
56,972
+2,750
2633
$1.19M ﹤0.01%
27,616
+5,454
2634
$1.19M ﹤0.01%
29,502
-1,962
2635
$1.19M ﹤0.01%
24,645
+1,023
2636
$1.19M ﹤0.01%
153,353
+13,068
2637
$1.18M ﹤0.01%
27,736
+11,735
2638
$1.18M ﹤0.01%
25,619
+1,430
2639
$1.18M ﹤0.01%
68,085
-1,490
2640
$1.17M ﹤0.01%
14,525
+4,443
2641
$1.17M ﹤0.01%
85,118
-23,093
2642
$1.17M ﹤0.01%
186,743
+6,827
2643
$1.17M ﹤0.01%
31,110
+7,110
2644
$1.16M ﹤0.01%
112,049
-7,419
2645
$1.15M ﹤0.01%
+149,769
2646
$1.15M ﹤0.01%
100,446
+17,968
2647
$1.15M ﹤0.01%
137,166
-106,272
2648
$1.14M ﹤0.01%
73,369
-552,154
2649
$1.14M ﹤0.01%
83,475
-95,147
2650
$1.14M ﹤0.01%
43,143
-1,172