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
3176
$327K ﹤0.01%
21,905
+3,800
3177
$327K ﹤0.01%
89,775
-2,760
3178
$326K ﹤0.01%
8,894
+488
3179
$326K ﹤0.01%
3,666
+720
3180
$325K ﹤0.01%
36,286
+10,753
3181
$325K ﹤0.01%
12,503
+838
3182
$324K ﹤0.01%
4,036
-77
3183
$323K ﹤0.01%
+4,921
3184
$322K ﹤0.01%
19,266
-12,695
3185
$319K ﹤0.01%
7,808
-744
3186
$315K ﹤0.01%
22,766
+5,400
3187
$315K ﹤0.01%
6,800
-2,665
3188
$315K ﹤0.01%
41,012
+13,075
3189
$315K ﹤0.01%
26,146
+3,343
3190
$314K ﹤0.01%
43,250
+3,029
3191
$312K ﹤0.01%
6,258
-4,628
3192
$312K ﹤0.01%
+12,008
3193
$311K ﹤0.01%
6,084
+941
3194
$311K ﹤0.01%
+9,655
3195
$311K ﹤0.01%
28,804
-53,971
3196
$311K ﹤0.01%
12,325
+250
3197
$310K ﹤0.01%
21,183
+4,241
3198
$307K ﹤0.01%
21,743
-2,385
3199
$307K ﹤0.01%
30,805
-7,129
3200
$306K ﹤0.01%
+5,320