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
3226
$493K ﹤0.01%
367,679
+27,145
3227
$491K ﹤0.01%
7,732
+644
3228
$491K ﹤0.01%
9,706
-1,529
3229
$488K ﹤0.01%
12,260
+3,310
3230
$486K ﹤0.01%
+17,861
3231
$484K ﹤0.01%
118,700
+118,608
3232
$484K ﹤0.01%
18,652
+4,858
3233
$483K ﹤0.01%
33,575
+2,210
3234
$481K ﹤0.01%
51,346
-596
3235
$479K ﹤0.01%
17,774
+40
3236
$473K ﹤0.01%
49,335
-2,001
3237
$470K ﹤0.01%
37,889
+6,501
3238
$469K ﹤0.01%
160,873
-8,421
3239
$468K ﹤0.01%
+28,750
3240
$467K ﹤0.01%
+11,741
3241
$466K ﹤0.01%
+14,465
3242
$462K ﹤0.01%
14,102
-980
3243
$462K ﹤0.01%
21,477
+1,526
3244
$457K ﹤0.01%
11,352
-16,213
3245
$454K ﹤0.01%
110,713
-520,573
3246
$454K ﹤0.01%
9,813
-176,957
3247
$453K ﹤0.01%
21,059
+2,131
3248
$453K ﹤0.01%
9,341
-219
3249
$450K ﹤0.01%
61,765
+998
3250
$449K ﹤0.01%
128,068
-380