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
2801
$739K ﹤0.01%
60,531
+8,725
2802
$738K ﹤0.01%
78,831
+20,619
2803
$732K ﹤0.01%
34,259
-1,600
2804
$729K ﹤0.01%
16,519
+2,862
2805
$728K ﹤0.01%
71,304
+1,174
2806
$722K ﹤0.01%
54,231
+4,531
2807
$721K ﹤0.01%
16,980
+5,693
2808
$717K ﹤0.01%
7,970
-1,358
2809
$715K ﹤0.01%
240,539
-57,761
2810
$715K ﹤0.01%
69,142
+13,188
2811
$714K ﹤0.01%
+7,644
2812
$713K ﹤0.01%
19,005
-195
2813
$712K ﹤0.01%
30,045
-26,145
2814
$711K ﹤0.01%
3,444
-4,499
2815
$711K ﹤0.01%
40,587
-6,810
2816
$708K ﹤0.01%
335,858
-133
2817
$706K ﹤0.01%
8,311
-2,011
2818
$706K ﹤0.01%
83,213
-30,321
2819
$705K ﹤0.01%
28,608
+10,548
2820
$704K ﹤0.01%
+11,858
2821
$701K ﹤0.01%
29,981
-8,503
2822
$700K ﹤0.01%
14,254
+2,530
2823
$699K ﹤0.01%
37,594
+2,844
2824
$698K ﹤0.01%
49,453
+31,827
2825
$696K ﹤0.01%
22,922
+1,039