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
$169B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,341
New
Increased
Reduced
Closed

Top Buys

1 +$422M
2 +$281M
3 +$274M
4
BP icon
BP
BP
+$223M
5
HPQ icon
HP
HPQ
+$212M

Top Sells

1 +$531M
2 +$511M
3 +$320M
4
MELI icon
Mercado Libre
MELI
+$299M
5
LVS icon
Las Vegas Sands
LVS
+$271M

Sector Composition

1 Technology 14.13%
2 Financials 12.95%
3 Healthcare 12.43%
4 Industrials 10.29%
5 Communication Services 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3301
$91K ﹤0.01%
3,364
+1,285
3302
$91K ﹤0.01%
3,174
+1,113
3303
$91K ﹤0.01%
1,941
-179,421
3304
$90K ﹤0.01%
5,225
+3,100
3305
$90K ﹤0.01%
3,479
+2,029
3306
$89K ﹤0.01%
2,187
+328
3307
$89K ﹤0.01%
2,486
-99,922
3308
$88K ﹤0.01%
7,977
+802
3309
$88K ﹤0.01%
5,137
+1,008
3310
$88K ﹤0.01%
2,411
+26
3311
$88K ﹤0.01%
2,089
-407
3312
$88K ﹤0.01%
3,759
+400
3313
$88K ﹤0.01%
4,770
+75
3314
$87K ﹤0.01%
2,022
+244
3315
$87K ﹤0.01%
2,645
+1,115
3316
$87K ﹤0.01%
2,039
+24
3317
$87K ﹤0.01%
3,643
+2,016
3318
$86K ﹤0.01%
7,278
-1,094
3319
$86K ﹤0.01%
2,145
+479
3320
$86K ﹤0.01%
+2,572
3321
$86K ﹤0.01%
7,276
+1,058
3322
$86K ﹤0.01%
846
-143,540
3323
$86K ﹤0.01%
10,377
-99,500
3324
$85K ﹤0.01%
+4,350
3325
$85K ﹤0.01%
2,640
+452