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Ameriprise

Ameriprise Portfolio holdings

AUM $431B
1-Year Est. Return 30.59%
 

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
+30.59%
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
$25K ﹤0.01%
14,516
-2,426
3427
$24K ﹤0.01%
11,171
+755
3428
$22K ﹤0.01%
+1,016
3429
$21K ﹤0.01%
21,958
-35,515
3430
$20K ﹤0.01%
20,267
-3,034
3431
$17K ﹤0.01%
15,865
+3,367
3432
$11K ﹤0.01%
+1,280
3433
$9K ﹤0.01%
5,175
3434
$8K ﹤0.01%
32,230
-11,796
3435
$8K ﹤0.01%
1,245
3436
$7K ﹤0.01%
500
-67
3437
$5K ﹤0.01%
12,000
3438
$3K ﹤0.01%
+10,100
3439
0
3440
$2K ﹤0.01%
14,435
3441
$2K ﹤0.01%
20,500
3442
$1K ﹤0.01%
10,000
3443
-31,945
3444
-179,844
3445
-35,157
3446
-61,419
3447
-6,050
3448
-55,057
3449
-9,227
3450
-8,621