We are live on ! Find out more
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
$171B
AUM Growth
+$3.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,034
New
Increased
Reduced
Closed

Top Buys

1 +$585M
2 +$500M
3 +$394M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$390M
5
ATVI
Activision Blizzard
ATVI
+$345M

Sector Composition

1 Technology 14.6%
2 Healthcare 14.37%
3 Financials 12.83%
4 Consumer Discretionary 8.87%
5 Industrials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3426
-17,777
3427
-22,610
3428
-64,551
3429
-56,436
3430
-1,125,816
3431
-271,844
3432
-16,831
3433
$0 ﹤0.01%
+38,050
3434
-50,356
3435
-1,745,276
3436
-10,759
3437
-144,907
3438
-1,954,330
3439
-444,161
3440
-1,732
3441
-161,386
3442
-75,865
3443
-26,916
3444
-92,018
3445
-28,620
3446
-1,402,776
3447
-11,654
3448
-124,167
3449
-38,086
3450
-262,400