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
2701
$937K ﹤0.01%
38,445
+29,957
2702
$934K ﹤0.01%
71,464
+5,550
2703
$933K ﹤0.01%
18,465
+5,772
2704
$932K ﹤0.01%
38,418
+5,782
2705
$931K ﹤0.01%
17,386
+6,600
2706
$927K ﹤0.01%
21,316
+1,150
2707
$926K ﹤0.01%
92,253
-52,796
2708
$926K ﹤0.01%
37,637
+26,965
2709
$920K ﹤0.01%
34,186
-18,578
2710
$917K ﹤0.01%
100,525
+283
2711
$916K ﹤0.01%
45,291
+4,182
2712
$913K ﹤0.01%
56,456
+18,787
2713
$913K ﹤0.01%
82,478
+9,369
2714
$909K ﹤0.01%
34,972
+19,628
2715
$908K ﹤0.01%
+34,382
2716
$908K ﹤0.01%
19,629
-1,110
2717
$907K ﹤0.01%
+21,104
2718
$907K ﹤0.01%
10,459
-804
2719
$901K ﹤0.01%
91,371
+5,826
2720
$900K ﹤0.01%
59,029
-461
2721
$900K ﹤0.01%
17,630
+3,526
2722
$897K ﹤0.01%
27,744
+15,285
2723
$896K ﹤0.01%
210,270
-74,821
2724
$895K ﹤0.01%
10,410
+1,001
2725
$895K ﹤0.01%
38,689
-1,880