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
3401
$69K ﹤0.01%
7,640
3402
$69K ﹤0.01%
5,640
3403
$69K ﹤0.01%
816
3404
$69K ﹤0.01%
140
-47
3405
$69K ﹤0.01%
34
+23
3406
$69K ﹤0.01%
7,540
+125
3407
$68K ﹤0.01%
3,201
-384
3408
$68K ﹤0.01%
1,163
-433
3409
$67K ﹤0.01%
1,948
-374,699
3410
$67K ﹤0.01%
2,302
+1,010
3411
$67K ﹤0.01%
462
+152
3412
$66K ﹤0.01%
2,490
+465
3413
$66K ﹤0.01%
2,580
+1,780
3414
$66K ﹤0.01%
7,250
-109,833
3415
$66K ﹤0.01%
1,312
+5
3416
$66K ﹤0.01%
4,338
+492
3417
$65K ﹤0.01%
1,311
+317
3418
$65K ﹤0.01%
4,325
+510
3419
$65K ﹤0.01%
3,279
-1,036,952
3420
$64K ﹤0.01%
1,191
+343
3421
$64K ﹤0.01%
5,225
+5,100
3422
$64K ﹤0.01%
2,271
-357
3423
$64K ﹤0.01%
2,445
+493
3424
$64K ﹤0.01%
7,736
+7,261
3425
$64K ﹤0.01%
+6,471