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
$161B
AUM Growth
-$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,271
New
Increased
Reduced
Closed

Top Buys

1 +$638M
2 +$606M
3 +$430M
4
BIIB icon
Biogen
BIIB
+$395M
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$384M

Top Sells

1 +$659M
2 +$501M
3 +$430M
4
MON
Monsanto Co
MON
+$420M
5
VMW
VMware, Inc
VMW
+$386M

Sector Composition

1 Healthcare 15.25%
2 Technology 14.65%
3 Financials 13.92%
4 Consumer Discretionary 9.72%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2726
$1.11M ﹤0.01%
18,202
-655
2727
$1.11M ﹤0.01%
43,805
-81,833
2728
$1.11M ﹤0.01%
197,078
-54,230
2729
$1.1M ﹤0.01%
29,165
+1,523
2730
$1.1M ﹤0.01%
91,527
-8,670
2731
$1.1M ﹤0.01%
24,786
-7,171
2732
$1.09M ﹤0.01%
43,782
-96,341
2733
$1.09M ﹤0.01%
34,250
-48
2734
$1.09M ﹤0.01%
342,906
+5,575
2735
$1.09M ﹤0.01%
82,780
+4,680
2736
$1.09M ﹤0.01%
+35,777
2737
$1.08M ﹤0.01%
71,511
-1,880
2738
$1.08M ﹤0.01%
44,918
+2,005
2739
$1.08M ﹤0.01%
234,004
-336,336
2740
$1.08M ﹤0.01%
+9,485
2741
$1.07M ﹤0.01%
37,968
-912
2742
$1.07M ﹤0.01%
11,036
+2,017
2743
$1.07M ﹤0.01%
82,367
-1,294
2744
$1.06M ﹤0.01%
105,763
+3,092
2745
$1.06M ﹤0.01%
15,802
+3,978
2746
$1.06M ﹤0.01%
39,558
-70,830
2747
$1.06M ﹤0.01%
23,872
+13,424
2748
$1.06M ﹤0.01%
50,328
+6,401
2749
$1.06M ﹤0.01%
106,979
+2,516
2750
$1.05M ﹤0.01%
83,151
-114,860