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
$210B
AUM Growth
+$10.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$490M
2 +$475M
3 +$459M
4
CHTR icon
Charter Communications
CHTR
+$391M
5
CSCO icon
Cisco
CSCO
+$381M

Top Sells

1 +$354M
2 +$318M
3 +$315M
4
PEP icon
PepsiCo
PEP
+$287M
5
DXCM icon
DexCom
DXCM
+$277M

Sector Composition

1 Technology 15.58%
2 Financials 14%
3 Healthcare 11.8%
4 Consumer Discretionary 8.74%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3451
$193K ﹤0.01%
11,905
-14,676
3452
$193K ﹤0.01%
21,915
+2,583
3453
$192K ﹤0.01%
25,594
-8,801
3454
$188K ﹤0.01%
19,539
3455
$187K ﹤0.01%
18,753
-3,554
3456
$187K ﹤0.01%
32,690
-943,413
3457
$187K ﹤0.01%
19,686
-81,198
3458
$184K ﹤0.01%
27,845
+2,105
3459
$184K ﹤0.01%
1,588
-100
3460
$182K ﹤0.01%
+10,011
3461
$182K ﹤0.01%
24,227
-13,103
3462
$180K ﹤0.01%
72,398
+20,637
3463
$179K ﹤0.01%
+17,976
3464
$179K ﹤0.01%
15,070
-201
3465
$178K ﹤0.01%
+10,249
3466
$178K ﹤0.01%
15,018
-749
3467
$172K ﹤0.01%
12,179
-1,660
3468
$172K ﹤0.01%
+13,650
3469
$172K ﹤0.01%
12,247
-59,064
3470
$170K ﹤0.01%
+10,307
3471
$170K ﹤0.01%
1,424
-597
3472
$168K ﹤0.01%
+14,638
3473
$167K ﹤0.01%
11,361
-25
3474
$166K ﹤0.01%
11,854
-327
3475
$165K ﹤0.01%
26,370
+15,928