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
$174B
AUM Growth
+$2.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,152
New
Increased
Reduced
Closed

Top Buys

1 +$1.57B
2 +$638M
3 +$515M
4
BABA icon
Alibaba
BABA
+$372M
5
MBLY
Mobileye N.V.
MBLY
+$360M

Top Sells

1 +$951M
2 +$786M
3 +$580M
4
IYW icon
iShares US Technology ETF
IYW
+$570M
5
FAST icon
Fastenal
FAST
+$475M

Sector Composition

1 Technology 14.58%
2 Healthcare 14.51%
3 Financials 13.23%
4 Consumer Discretionary 9.78%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2676
$1.18M ﹤0.01%
21,764
+828
2677
$1.18M ﹤0.01%
46,159
-2,390
2678
$1.18M ﹤0.01%
27,521
+699
2679
$1.17M ﹤0.01%
+24,645
2680
$1.17M ﹤0.01%
+40,940
2681
$1.17M ﹤0.01%
41,151
-331,171
2682
$1.17M ﹤0.01%
+11,935
2683
$1.16M ﹤0.01%
146,011
+88,839
2684
$1.16M ﹤0.01%
38,631
-13,230
2685
$1.16M ﹤0.01%
+24,216
2686
$1.16M ﹤0.01%
54,487
+21,950
2687
$1.16M ﹤0.01%
1,582
-1,333
2688
$1.16M ﹤0.01%
+34,632
2689
$1.15M ﹤0.01%
+36,811
2690
$1.15M ﹤0.01%
+51,989
2691
$1.15M ﹤0.01%
18,371
+4,740
2692
$1.15M ﹤0.01%
10,708
-1,632
2693
$1.15M ﹤0.01%
174,396
+10,732
2694
$1.15M ﹤0.01%
92,110
+136
2695
$1.14M ﹤0.01%
13,723
-300
2696
$1.14M ﹤0.01%
12,783
-578
2697
$1.14M ﹤0.01%
95,928
-584,586
2698
$1.14M ﹤0.01%
+65,240
2699
$1.14M ﹤0.01%
100,612
+4,222
2700
$1.13M ﹤0.01%
31,826
-4,689