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
3076
$321K ﹤0.01%
11,912
-647
3077
$321K ﹤0.01%
4,940
+1,219
3078
$321K ﹤0.01%
12,164
+2,760
3079
$320K ﹤0.01%
35,655
-7,036
3080
$318K ﹤0.01%
6,618
+162
3081
$317K ﹤0.01%
2,288
-319
3082
$316K ﹤0.01%
11,402
-1,650
3083
$315K ﹤0.01%
5,874
-384
3084
$314K ﹤0.01%
24,051
-6,933
3085
$311K ﹤0.01%
4,854
+606
3086
$311K ﹤0.01%
6,804
+1,489
3087
$310K ﹤0.01%
5,923
+512
3088
$310K ﹤0.01%
2,556
-5,506
3089
$309K ﹤0.01%
10,935
-36,543
3090
$308K ﹤0.01%
24,071
+1,007
3091
$308K ﹤0.01%
24,893
-298
3092
$308K ﹤0.01%
11,500
+2,950
3093
$307K ﹤0.01%
6,429
-7,493
3094
$307K ﹤0.01%
43,823
+573
3095
$306K ﹤0.01%
14,982
+4,386
3096
$306K ﹤0.01%
8,160
+1,308
3097
$305K ﹤0.01%
5,854
-673
3098
$304K ﹤0.01%
5,831
-107,690
3099
$304K ﹤0.01%
2,787
+348
3100
$302K ﹤0.01%
39,102
+78