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
3151
$354K ﹤0.01%
8,383
+463
3152
$352K ﹤0.01%
11,429
+170
3153
$352K ﹤0.01%
4,190
+556
3154
$351K ﹤0.01%
20,256
-10,333
3155
$351K ﹤0.01%
17,702
+968
3156
$351K ﹤0.01%
8,755
+1,020
3157
$351K ﹤0.01%
13,758
+180
3158
$350K ﹤0.01%
7,516
+1,774
3159
$348K ﹤0.01%
10,392
-266
3160
$341K ﹤0.01%
2,964
+658
3161
$340K ﹤0.01%
+21,545
3162
$340K ﹤0.01%
18,757
+4,857
3163
$340K ﹤0.01%
6,664
+1,422
3164
$340K ﹤0.01%
120
-406
3165
$336K ﹤0.01%
+15,136
3166
$336K ﹤0.01%
+18,833
3167
$336K ﹤0.01%
12,725
-43,321
3168
$336K ﹤0.01%
134,127
+20,686
3169
$335K ﹤0.01%
13,789
+3,273
3170
$332K ﹤0.01%
+128,640
3171
$331K ﹤0.01%
6,527
+46
3172
$331K ﹤0.01%
13,398
-594
3173
$329K ﹤0.01%
13,558
-2,397
3174
$328K ﹤0.01%
52,594
+5,021
3175
$328K ﹤0.01%
3,043
-581