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
$169B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,341
New
Increased
Reduced
Closed

Top Buys

1 +$422M
2 +$281M
3 +$274M
4
BP icon
BP
BP
+$223M
5
HPQ icon
HP
HPQ
+$212M

Top Sells

1 +$531M
2 +$511M
3 +$320M
4
MELI icon
Mercado Libre
MELI
+$299M
5
LVS icon
Las Vegas Sands
LVS
+$271M

Sector Composition

1 Technology 14.13%
2 Financials 12.95%
3 Healthcare 12.43%
4 Industrials 10.29%
5 Communication Services 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$835K ﹤0.01%
38,220
+11,012
2652
$835K ﹤0.01%
74,157
-103,882
2653
$833K ﹤0.01%
37,641
-1,024
2654
$832K ﹤0.01%
23,595
+1,985
2655
$827K ﹤0.01%
16,535
+688
2656
$823K ﹤0.01%
89,509
-62,995
2657
$821K ﹤0.01%
22,777
+12,692
2658
$819K ﹤0.01%
28,467
+17,892
2659
$818K ﹤0.01%
2,213
2660
$817K ﹤0.01%
28,536
+5
2661
$814K ﹤0.01%
34,726
+3,436
2662
$809K ﹤0.01%
20,249
+11,245
2663
$807K ﹤0.01%
47,945
+19,645
2664
$805K ﹤0.01%
30,199
+2,825
2665
$804K ﹤0.01%
+15,431
2666
$794K ﹤0.01%
19,158
-1,808
2667
$793K ﹤0.01%
13,599
+3,533
2668
$793K ﹤0.01%
35,928
+1,598
2669
$792K ﹤0.01%
93,301
+1,945
2670
$790K ﹤0.01%
23,304
+3,593
2671
$789K ﹤0.01%
14,318
+1,908
2672
$789K ﹤0.01%
18,380
-5,812
2673
$788K ﹤0.01%
6,765
+353
2674
$785K ﹤0.01%
260
+90
2675
$784K ﹤0.01%
+31,325