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
$152B
AUM Growth
+$8.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,257
New
Increased
Reduced
Closed

Top Buys

1 +$268M
2 +$260M
3 +$245M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$240M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$238M

Top Sells

1 +$333M
2 +$295M
3 +$253M
4
NWSA
NEWS CORPORATION CL-A
NWSA
+$235M
5
YUM icon
Yum! Brands
YUM
+$219M

Sector Composition

1 Financials 14.61%
2 Technology 13.68%
3 Healthcare 11.9%
4 Industrials 11.1%
5 Consumer Discretionary 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
$45K ﹤0.01%
2,447
3502
$45K ﹤0.01%
2,570
+500
3503
$45K ﹤0.01%
1,269
3504
$45K ﹤0.01%
3,787
-913
3505
$45K ﹤0.01%
1,720
3506
$45K ﹤0.01%
3,430
-4,771
3507
$45K ﹤0.01%
3,198
-466
3508
$45K ﹤0.01%
1,812
-188
3509
$45K ﹤0.01%
7,279
3510
$45K ﹤0.01%
1,800
3511
$45K ﹤0.01%
3,768
3512
$45K ﹤0.01%
1,800
3513
$45K ﹤0.01%
1,182
+8
3514
$45K ﹤0.01%
1,820
3515
$44K ﹤0.01%
2,013
3516
$44K ﹤0.01%
1,111
+205
3517
$44K ﹤0.01%
829
-7,679
3518
$44K ﹤0.01%
1,208
-1,257
3519
$44K ﹤0.01%
2,226
3520
$44K ﹤0.01%
4,862
+2,800
3521
$44K ﹤0.01%
1,956
3522
$44K ﹤0.01%
11,935
+2,785
3523
$44K ﹤0.01%
10,094
+1,320
3524
$44K ﹤0.01%
900
+400
3525
$43K ﹤0.01%
583
-85