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
$161B
AUM Growth
-$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,271
New
Increased
Reduced
Closed

Top Buys

1 +$638M
2 +$606M
3 +$430M
4
BIIB icon
Biogen
BIIB
+$395M
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$384M

Top Sells

1 +$659M
2 +$501M
3 +$430M
4
MON
Monsanto Co
MON
+$420M
5
VMW
VMware, Inc
VMW
+$386M

Sector Composition

1 Healthcare 15.25%
2 Technology 14.65%
3 Financials 13.92%
4 Consumer Discretionary 9.72%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3101
$380K ﹤0.01%
12,302
+4,173
3102
$379K ﹤0.01%
15,135
-12,743
3103
$373K ﹤0.01%
+45,282
3104
$373K ﹤0.01%
13,019
-87
3105
$372K ﹤0.01%
46,682
+6,946
3106
$372K ﹤0.01%
9,755
-3,847
3107
$372K ﹤0.01%
14,546
-38,349
3108
$370K ﹤0.01%
+14,626
3109
$370K ﹤0.01%
32,693
-2,535
3110
$369K ﹤0.01%
403,106
-1,080
3111
$368K ﹤0.01%
37,934
-25,028
3112
$368K ﹤0.01%
7,870
+3,462
3113
$368K ﹤0.01%
16,105
+1,605
3114
$367K ﹤0.01%
60,834
+30,409
3115
$366K ﹤0.01%
8,090
-52,685
3116
$365K ﹤0.01%
12,186
+5,192
3117
$364K ﹤0.01%
+8,552
3118
$363K ﹤0.01%
+15,952
3119
$362K ﹤0.01%
25,155
-6,725
3120
$361K ﹤0.01%
17,198
-5,218
3121
$360K ﹤0.01%
14,444
+1,663
3122
$360K ﹤0.01%
35,036
+17,305
3123
$357K ﹤0.01%
6,019
-921
3124
$356K ﹤0.01%
16,504
-6,036
3125
$356K ﹤0.01%
16,599
-199