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
2951
$612K ﹤0.01%
45,840
+6,317
2952
$612K ﹤0.01%
175,633
-26,037
2953
$610K ﹤0.01%
4,744
-1,769
2954
$609K ﹤0.01%
87,524
+8,734
2955
$607K ﹤0.01%
17,030
+3,768
2956
$605K ﹤0.01%
55,900
-1,325
2957
$604K ﹤0.01%
22,753
-5,714
2958
$603K ﹤0.01%
+38,987
2959
$602K ﹤0.01%
28,935
+2,316
2960
$602K ﹤0.01%
42,041
+18
2961
$600K ﹤0.01%
2,807
+524
2962
$600K ﹤0.01%
23,135
+8,509
2963
$598K ﹤0.01%
+23,468
2964
$598K ﹤0.01%
4,248
+677
2965
$598K ﹤0.01%
21,085
-782
2966
$596K ﹤0.01%
65,239
+2,197
2967
$595K ﹤0.01%
86,955
+12,719
2968
$594K ﹤0.01%
8,025
-1,110
2969
$593K ﹤0.01%
26,353
+4,375
2970
$593K ﹤0.01%
21,171
+1,606
2971
$592K ﹤0.01%
28,903
-3,072
2972
$589K ﹤0.01%
19,865
+2,597
2973
$589K ﹤0.01%
16,568
-788
2974
$588K ﹤0.01%
22,247
+4,235
2975
$588K ﹤0.01%
87,021
-6,524