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
3001
$413K ﹤0.01%
20,867
+8,018
3002
$413K ﹤0.01%
15,816
-32,389
3003
$413K ﹤0.01%
16,488
+2,573
3004
$412K ﹤0.01%
14,384
-4,072
3005
$412K ﹤0.01%
13,793
+4
3006
$412K ﹤0.01%
+9,240
3007
$412K ﹤0.01%
35,941
-29,009
3008
$411K ﹤0.01%
12,832
+1,766
3009
$410K ﹤0.01%
7,837
-2,511
3010
$408K ﹤0.01%
39,933
+1,606
3011
$404K ﹤0.01%
+8,178
3012
$403K ﹤0.01%
26,257
+4,352
3013
$401K ﹤0.01%
32,951
+13,453
3014
$401K ﹤0.01%
20,084
-3,402
3015
$401K ﹤0.01%
7,243
-280
3016
$400K ﹤0.01%
6,155
-46
3017
$400K ﹤0.01%
6,565
-136
3018
$397K ﹤0.01%
+19,591
3019
$396K ﹤0.01%
+14,809
3020
$395K ﹤0.01%
8,246
-897
3021
$393K ﹤0.01%
15,437
+77
3022
$389K ﹤0.01%
15,540
-39,075
3023
$389K ﹤0.01%
16,521
-39,616
3024
$387K ﹤0.01%
44,327
-2,300
3025
$386K ﹤0.01%
15,133
+212