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
$170B
AUM Growth
+$8.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,120
New
Increased
Reduced
Closed

Top Buys

1 +$1.7B
2 +$445M
3 +$301M
4
BK icon
Bank of New York Mellon
BK
+$284M
5
MON
Monsanto Co
MON
+$279M

Top Sells

1 +$1.73B
2 +$423M
3 +$387M
4
HPQ icon
HP
HPQ
+$288M
5
BKNG icon
Booking.com
BKNG
+$286M

Sector Composition

1 Healthcare 15.46%
2 Technology 14.98%
3 Financials 13.89%
4 Consumer Discretionary 9.66%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$694K ﹤0.01%
19,200
+9,339
2902
$693K ﹤0.01%
40,106
-1,856
2903
$691K ﹤0.01%
+33,227
2904
$690K ﹤0.01%
17,172
+5,816
2905
$688K ﹤0.01%
75,511
-1,794
2906
$684K ﹤0.01%
10,938
-88
2907
$681K ﹤0.01%
52,870
-519
2908
$679K ﹤0.01%
10,322
-9,559
2909
$677K ﹤0.01%
14,430
+2,498
2910
$677K ﹤0.01%
20,166
+94
2911
$676K ﹤0.01%
60,348
+25,312
2912
$675K ﹤0.01%
55,090
-670
2913
$675K ﹤0.01%
6,307
+987
2914
$673K ﹤0.01%
23,961
+11,765
2915
$673K ﹤0.01%
32,778
+7,778
2916
$671K ﹤0.01%
85,608
-3,809
2917
$671K ﹤0.01%
48,233
+2,198
2918
$670K ﹤0.01%
6,457
+1,912
2919
$669K ﹤0.01%
26,359
-262
2920
$669K ﹤0.01%
26,869
+276
2921
$668K ﹤0.01%
14,392
+3,804
2922
$667K ﹤0.01%
16,482
+8,301
2923
$667K ﹤0.01%
+35,322
2924
$667K ﹤0.01%
70,532
+770
2925
$666K ﹤0.01%
19,977
+1,293