Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.2%
 

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
+26.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161B
AUM Growth
-$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,271
New
Increased
Reduced
Closed

Top Buys

1 +$638M
2 +$606M
3 +$430M
4
BIIB icon
Biogen
BIIB
+$395M
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$384M

Top Sells

1 +$659M
2 +$501M
3 +$430M
4
MON
Monsanto Co
MON
+$420M
5
VMW
VMware, Inc
VMW
+$386M

Sector Composition

1 Healthcare 15.25%
2 Technology 14.65%
3 Financials 13.92%
4 Consumer Discretionary 9.72%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3426
$24K ﹤0.01%
11,171
+755
3427
$22K ﹤0.01%
+1,016
3428
$21K ﹤0.01%
21,958
-35,515
3429
$20K ﹤0.01%
20,267
-3,034
3430
$17K ﹤0.01%
15,865
+3,367
3431
$11K ﹤0.01%
+1,280
3432
$9K ﹤0.01%
5,175
3433
$8K ﹤0.01%
32,230
-11,796
3434
$8K ﹤0.01%
1,245
3435
$7K ﹤0.01%
500
-67
3436
$5K ﹤0.01%
12,000
3437
$3K ﹤0.01%
+10,100
3438
0
3439
$2K ﹤0.01%
14,435
3440
$2K ﹤0.01%
20,500
3441
$1K ﹤0.01%
10,000
3442
-48,062
3443
-145,625
3444
-323,551
3445
-222,275
3446
-22,149
3447
-447,468
3448
-56,469
3449
-48,836
3450
-5,276,247