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
2926
$529K ﹤0.01%
+20,242
2927
$528K ﹤0.01%
17,462
-194
2928
$527K ﹤0.01%
24,740
+865
2929
$524K ﹤0.01%
83,435
-3,586
2930
$522K ﹤0.01%
14,672
+4,036
2931
$520K ﹤0.01%
124,311
-180,359
2932
$516K ﹤0.01%
27,652
+7,396
2933
$513K ﹤0.01%
15,214
-7,720
2934
$513K ﹤0.01%
20,133
+2,055
2935
$511K ﹤0.01%
+19,193
2936
$511K ﹤0.01%
19,463
+1,094
2937
$510K ﹤0.01%
18,688
-2,397
2938
$510K ﹤0.01%
50,079
+1,304
2939
$509K ﹤0.01%
21,202
+1,337
2940
$508K ﹤0.01%
26,334
-548,979
2941
$507K ﹤0.01%
17,734
-26,730
2942
$506K ﹤0.01%
12,276
+639
2943
$505K ﹤0.01%
19,466
-1,128
2944
$504K ﹤0.01%
10,649
-967
2945
$499K ﹤0.01%
8,391
+1,534
2946
$499K ﹤0.01%
27,513
+3,790
2947
$497K ﹤0.01%
52,220
-221
2948
$497K ﹤0.01%
35,455
+33,236
2949
$495K ﹤0.01%
13,332
-659
2950
$495K ﹤0.01%
12,316
-918