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
2726
$893K ﹤0.01%
34,851
+4,722
2727
$892K ﹤0.01%
121,204
+1,173
2728
$891K ﹤0.01%
48,330
-11,544
2729
$889K ﹤0.01%
38,532
-23,630
2730
$885K ﹤0.01%
62,874
+4,685
2731
$884K ﹤0.01%
23,092
-5,454
2732
$884K ﹤0.01%
172,614
-23,497
2733
$882K ﹤0.01%
34,034
+20,476
2734
$881K ﹤0.01%
12,020
-789
2735
$881K ﹤0.01%
91,747
+7,130
2736
$878K ﹤0.01%
86,807
+67,562
2737
$870K ﹤0.01%
91,768
+68,919
2738
$869K ﹤0.01%
49,478
-16,660
2739
$866K ﹤0.01%
14,276
+411
2740
$866K ﹤0.01%
47,184
+4,612
2741
$860K ﹤0.01%
32,705
-4,686
2742
$859K ﹤0.01%
30,288
+1,278
2743
$858K ﹤0.01%
24,000
-2,080
2744
$857K ﹤0.01%
18,955
-1,929
2745
$856K ﹤0.01%
35,705
-6,695
2746
$855K ﹤0.01%
33,757
-180,055
2747
$852K ﹤0.01%
+24,721
2748
$850K ﹤0.01%
72,563
+4,075
2749
$849K ﹤0.01%
47,014
-64,738
2750
$843K ﹤0.01%
47,074
-9,004