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 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
$281K ﹤0.01%
27,682
-6,696
3127
$280K ﹤0.01%
10,014
+1,098
3128
$280K ﹤0.01%
22,819
+197
3129
$280K ﹤0.01%
13,803
-1,078
3130
$280K ﹤0.01%
7,561
-4,141
3131
$280K ﹤0.01%
17,864
+287
3132
$279K ﹤0.01%
67,471
-562
3133
$277K ﹤0.01%
11,489
+2,285
3134
$275K ﹤0.01%
+8,651
3135
$274K ﹤0.01%
10,840
+57
3136
$271K ﹤0.01%
13,177
-28,940
3137
$271K ﹤0.01%
16,462
+186
3138
$271K ﹤0.01%
+10,334
3139
$268K ﹤0.01%
303
-417
3140
$268K ﹤0.01%
27,764
+467
3141
$267K ﹤0.01%
8,217
-1,789
3142
$267K ﹤0.01%
10,037
+1,022
3143
$267K ﹤0.01%
15,633
-58,171
3144
$267K ﹤0.01%
23,592
-2,050
3145
$265K ﹤0.01%
22,380
-179,794
3146
$264K ﹤0.01%
+10,363
3147
$263K ﹤0.01%
7,779
+750
3148
$262K ﹤0.01%
7,821
-16
3149
$261K ﹤0.01%
31,931
+1,260
3150
$261K ﹤0.01%
26,081
-10,205