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
$217B
AUM Growth
+$17.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$367M
2 +$340M
3 +$322M
4
NXPI icon
NXP Semiconductors
NXPI
+$318M
5
ICE icon
Intercontinental Exchange
ICE
+$284M

Top Sells

1 +$735M
2 +$728M
3 +$635M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$617M
5
BIIB icon
Biogen
BIIB
+$509M

Sector Composition

1 Technology 18.58%
2 Financials 12.57%
3 Healthcare 11.29%
4 Consumer Discretionary 8.74%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3426
$238K ﹤0.01%
+2,022
3427
$238K ﹤0.01%
3,795
-1,287
3428
$237K ﹤0.01%
+5,929
3429
$236K ﹤0.01%
17,779
+560
3430
$236K ﹤0.01%
16,367
-1,715
3431
$235K ﹤0.01%
26,134
-264
3432
$233K ﹤0.01%
+20,197
3433
$233K ﹤0.01%
21,737
+2,058
3434
$233K ﹤0.01%
17,224
+3,467
3435
$232K ﹤0.01%
6,865
+2,164
3436
$232K ﹤0.01%
+7,815
3437
$231K ﹤0.01%
+2,610
3438
$230K ﹤0.01%
11,764
3439
$230K ﹤0.01%
36,739
-24,455
3440
$228K ﹤0.01%
14,706
-2,011
3441
$227K ﹤0.01%
12,420
3442
$226K ﹤0.01%
17,654
+1,821
3443
$225K ﹤0.01%
8,178
-300
3444
$225K ﹤0.01%
17,932
-573,158
3445
$223K ﹤0.01%
+7,605
3446
$222K ﹤0.01%
8,759
+4,709
3447
$222K ﹤0.01%
3,747
-142,797
3448
$221K ﹤0.01%
9,492
-394
3449
$217K ﹤0.01%
+4,224
3450
$216K ﹤0.01%
22,218
+600