Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

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
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170B
AUM Growth
+$8.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,118
New
Increased
Reduced
Closed

Top Buys

1 +$1.78B
2 +$460M
3 +$301M
4
MON
Monsanto Co
MON
+$293M
5
BK icon
Bank of New York Mellon
BK
+$279M

Top Sells

1 +$1.83B
2 +$400M
3 +$372M
4
BKNG icon
Booking.com
BKNG
+$276M
5
HPQ icon
HP
HPQ
+$267M

Sector Composition

1 Healthcare 15.46%
2 Technology 14.98%
3 Financials 13.89%
4 Consumer Discretionary 9.66%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3476
$0 ﹤0.01%
25,190
3477
-28,464
3478
$0 ﹤0.01%
21,027
3479
-63,040
3480
$0 ﹤0.01%
13,037
3481
$0 ﹤0.01%
+25,000
3482
-5,457
3483
-10,934
3484
-20,461
3485
-19,080
3486
-3,440
3487
-8,906
3488
-183,665
3489
-5,481
3490
-37,422
3491
-46,410
3492
-10,100
3493
-11,435
3494
-43,873
3495
-24,115
3496
$0 ﹤0.01%
44,000
3497
-53,849
3498
-26,794
3499
-5,799
3500
-34,895