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
$152B
AUM Growth
+$8.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,257
New
Increased
Reduced
Closed

Top Buys

1 +$268M
2 +$260M
3 +$245M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$240M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$238M

Top Sells

1 +$333M
2 +$295M
3 +$253M
4
NWSA
NEWS CORPORATION CL-A
NWSA
+$235M
5
YUM icon
Yum! Brands
YUM
+$219M

Sector Composition

1 Financials 14.61%
2 Technology 13.68%
3 Healthcare 11.9%
4 Industrials 11.1%
5 Consumer Discretionary 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2676
$558K ﹤0.01%
19,771
+1,756
2677
$555K ﹤0.01%
238,004
-11,455
2678
$550K ﹤0.01%
14,878
-176
2679
$548K ﹤0.01%
20,803
+5,640
2680
$545K ﹤0.01%
85,528
+33,743
2681
$545K ﹤0.01%
26,274
-31,078
2682
$539K ﹤0.01%
3,432
-17,036
2683
$532K ﹤0.01%
63,312
+3,340
2684
$528K ﹤0.01%
175,009
+17,140
2685
$526K ﹤0.01%
74,806
+21,915
2686
$517K ﹤0.01%
15,971
+4,117
2687
$517K ﹤0.01%
25,278
+4,245
2688
$517K ﹤0.01%
27,553
+11,403
2689
$513K ﹤0.01%
39,483
-32,273
2690
$512K ﹤0.01%
26,468
-2,360
2691
$512K ﹤0.01%
9,779
+8,752
2692
$511K ﹤0.01%
35,047
+18,130
2693
$509K ﹤0.01%
11,633
+1,861
2694
$507K ﹤0.01%
11,238
+512
2695
$505K ﹤0.01%
11,107
+3,285
2696
$505K ﹤0.01%
16,346
+570
2697
$504K ﹤0.01%
17,593
-26,825
2698
$500K ﹤0.01%
29,937
+16,762
2699
$496K ﹤0.01%
9,160
+52
2700
$495K ﹤0.01%
14,511
+238