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
$217B
AUM Growth
+$17.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$367M
2 +$340M
3 +$322M
4
NXPI icon
NXP Semiconductors
NXPI
+$318M
5
ICE icon
Intercontinental Exchange
ICE
+$284M

Top Sells

1 +$735M
2 +$728M
3 +$635M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$617M
5
BIIB icon
Biogen
BIIB
+$509M

Sector Composition

1 Technology 18.58%
2 Financials 12.57%
3 Healthcare 11.29%
4 Consumer Discretionary 8.74%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3176
$574K ﹤0.01%
42,765
-1,876
3177
$573K ﹤0.01%
81,614
-1,195
3178
$569K ﹤0.01%
+43,900
3179
$564K ﹤0.01%
+178,900
3180
$563K ﹤0.01%
8,206
+4,562
3181
$558K ﹤0.01%
8,142
+235
3182
$557K ﹤0.01%
11,789
+4,235
3183
$556K ﹤0.01%
32,944
-3,288
3184
$555K ﹤0.01%
20,857
-964
3185
$553K ﹤0.01%
46,928
-14,210
3186
$553K ﹤0.01%
22,992
-40,401
3187
$549K ﹤0.01%
43,863
-29,434
3188
$548K ﹤0.01%
28,495
-89
3189
$547K ﹤0.01%
35,021
-73,042
3190
$546K ﹤0.01%
114,597
-1,600
3191
$545K ﹤0.01%
8,770
-1,957
3192
$545K ﹤0.01%
100,716
+4,852
3193
$543K ﹤0.01%
+241,507
3194
$542K ﹤0.01%
15,907
-321
3195
$541K ﹤0.01%
11,977
-54
3196
$541K ﹤0.01%
66,690
+11,315
3197
$540K ﹤0.01%
47,817
+235
3198
$540K ﹤0.01%
4,475
-105
3199
$539K ﹤0.01%
13,250
3200
$538K ﹤0.01%
33,026
+1,035