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
3076
$438K ﹤0.01%
7,406
-120
3077
$438K ﹤0.01%
30,813
-2,402
3078
$438K ﹤0.01%
21,888
+6,024
3079
$433K ﹤0.01%
29,583
-668
3080
$433K ﹤0.01%
42,691
+4,113
3081
$432K ﹤0.01%
7,523
+270
3082
$430K ﹤0.01%
11,702
+4,071
3083
$430K ﹤0.01%
19,650
-183,406
3084
$430K ﹤0.01%
14,825
-461,538
3085
$429K ﹤0.01%
18,322
+9,049
3086
$429K ﹤0.01%
31,100
+8,398
3087
$429K ﹤0.01%
12,562
+3,888
3088
$429K ﹤0.01%
46,627
+23,918
3089
$428K ﹤0.01%
18,060
+652
3090
$425K ﹤0.01%
19,518
+3,014
3091
$425K ﹤0.01%
23,723
+144
3092
$421K ﹤0.01%
13,969
+1,667
3093
$420K ﹤0.01%
8,698
+1,055
3094
$420K ﹤0.01%
16,206
-1,244
3095
$419K ﹤0.01%
21,828
+10,415
3096
$419K ﹤0.01%
2,607
+466
3097
$415K ﹤0.01%
74,726
-6,167
3098
$414K ﹤0.01%
22,110
-2,970
3099
$412K ﹤0.01%
+11,355
3100
$411K ﹤0.01%
11,616
+3,795