Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

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
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171B
AUM Growth
+$3.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,034
New
Increased
Reduced
Closed

Top Buys

1 +$585M
2 +$508M
3 +$394M
4
MS icon
Morgan Stanley
MS
+$391M
5
ATVI
Activision Blizzard
ATVI
+$372M

Top Sells

1 +$567M
2 +$403M
3 +$384M
4
CAH icon
Cardinal Health
CAH
+$266M
5
INTC icon
Intel
INTC
+$254M

Sector Composition

1 Technology 14.6%
2 Healthcare 14.37%
3 Financials 12.83%
4 Consumer Discretionary 8.87%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3401
-340,160
3402
-8,550
3403
-114,144
3404
-85,329
3405
-17,777
3406
-22,610
3407
-64,551
3408
-56,436
3409
-8,651
3410
-711,066
3411
-16,654
3412
-444,161
3413
-13,453,947
3414
-75,865
3415
-21,183
3416
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3417
-1,692,395
3418
$0 ﹤0.01%
+34,050
3419
-86,872
3420
-14,622
3421
$0 ﹤0.01%
21,027
3422
$0 ﹤0.01%
13,037
3423
-25,000
3424
-30,241
3425
-1,125,816