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
$170B
AUM Growth
+$8.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,120
New
Increased
Reduced
Closed

Top Buys

1 +$1.7B
2 +$445M
3 +$301M
4
BK icon
Bank of New York Mellon
BK
+$284M
5
MON
Monsanto Co
MON
+$279M

Top Sells

1 +$1.73B
2 +$423M
3 +$387M
4
HPQ icon
HP
HPQ
+$288M
5
BKNG icon
Booking.com
BKNG
+$286M

Sector Composition

1 Healthcare 15.46%
2 Technology 14.98%
3 Financials 13.89%
4 Consumer Discretionary 9.66%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3551
-30,631
3552
-39,380
3553
-245,897
3554
-1,016
3555
-23,872
3556
-8,599
3557
-18,860
3558
-810
3559
-34,895
3560
-15,629
3561
-39,606
3562
-18,150
3563
-14,314
3564
-128,264
3565
-10,585
3566
-12,112
3567
-127,484
3568
-27,500
3569
-257,819
3570
-92,686
3571
-740
3572
-16,105
3573
-15,471
3574
-47,245
3575
-103,839