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
3176
$242K ﹤0.01%
+4,728
3177
$242K ﹤0.01%
+67,115
3178
$241K ﹤0.01%
13,815
-28,142
3179
$238K ﹤0.01%
4,792
-1,568
3180
$238K ﹤0.01%
15,829
+122
3181
$238K ﹤0.01%
10,616
-7,706
3182
$238K ﹤0.01%
17,270
+1,310
3183
$238K ﹤0.01%
16,707
-4,476
3184
$236K ﹤0.01%
704
+81
3185
$236K ﹤0.01%
+8,547
3186
$236K ﹤0.01%
5,230
-1,118
3187
$235K ﹤0.01%
4,834
-2,682
3188
$233K ﹤0.01%
26,134
-8,775
3189
$232K ﹤0.01%
+10,518
3190
$232K ﹤0.01%
15,731
+73
3191
$231K ﹤0.01%
8,310
-52,508
3192
$231K ﹤0.01%
+8,855
3193
$229K ﹤0.01%
13,878
+260
3194
$229K ﹤0.01%
+6,920
3195
$227K ﹤0.01%
22,670
+9,100
3196
$225K ﹤0.01%
+11,750
3197
$225K ﹤0.01%
16,491
+7
3198
$224K ﹤0.01%
16,434
-91,763
3199
$224K ﹤0.01%
55,541
-32,521
3200
$224K ﹤0.01%
+8,452