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
3351
$320K ﹤0.01%
1,775
-319
3352
$320K ﹤0.01%
29,318
-144,856
3353
$318K ﹤0.01%
71,356
+12,078
3354
$317K ﹤0.01%
47,046
+2,105
3355
$316K ﹤0.01%
+17,034
3356
$316K ﹤0.01%
+15,305
3357
$316K ﹤0.01%
+1,886
3358
$315K ﹤0.01%
21,389
+394
3359
$314K ﹤0.01%
4,940
+247
3360
$313K ﹤0.01%
13,500
-70
3361
$312K ﹤0.01%
14,293
-42
3362
$311K ﹤0.01%
43,559
-4,000
3363
$310K ﹤0.01%
5,720
+291
3364
$308K ﹤0.01%
+5,795
3365
$308K ﹤0.01%
21,375
-10,205
3366
$307K ﹤0.01%
25,374
-2,711
3367
$307K ﹤0.01%
+16,305
3368
$307K ﹤0.01%
181,425
+2,125
3369
$304K ﹤0.01%
22,981
-6,302
3370
$303K ﹤0.01%
38,392
-11,414
3371
$303K ﹤0.01%
17,702
-106
3372
$302K ﹤0.01%
+22,228
3373
$300K ﹤0.01%
12,097
+523
3374
$299K ﹤0.01%
10,424
-6,822
3375
$298K ﹤0.01%
18,667
-1,983