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
3201
$537K ﹤0.01%
34,032
-151
3202
$536K ﹤0.01%
29,296
+5,235
3203
$535K ﹤0.01%
12,704
-6,168
3204
$529K ﹤0.01%
+20,948
3205
$529K ﹤0.01%
19,801
+355
3206
$527K ﹤0.01%
64,356
-143,734
3207
$524K ﹤0.01%
9,475
-9,873
3208
$523K ﹤0.01%
+14,959
3209
$520K ﹤0.01%
50,492
-2,088
3210
$519K ﹤0.01%
54,100
+42,900
3211
$515K ﹤0.01%
35,508
+4,965
3212
$511K ﹤0.01%
27,282
-218
3213
$511K ﹤0.01%
40,850
3214
$509K ﹤0.01%
+8,620
3215
$509K ﹤0.01%
39,110
+12,040
3216
$506K ﹤0.01%
36,749
+25,941
3217
$504K ﹤0.01%
9,353
+3,627
3218
$503K ﹤0.01%
52,659
-16,047
3219
$500K ﹤0.01%
10,056
-1,129
3220
$500K ﹤0.01%
8,839
-4,240
3221
$500K ﹤0.01%
19,179
+1,403
3222
$499K ﹤0.01%
19,930
+10,861
3223
$497K ﹤0.01%
25,702
3224
$496K ﹤0.01%
5,583
-287
3225
$494K ﹤0.01%
13,907
+1,693