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Ameriprise

Ameriprise Portfolio holdings

AUM $431B
1-Year Est. Return 30.59%
 

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
+30.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226B
AUM Growth
+$4.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,790
New
Increased
Reduced
Closed

Top Buys

1 +$448M
2 +$443M
3 +$401M
4
DAL icon
Delta Air Lines
DAL
+$368M
5
DD icon
DuPont de Nemours
DD
+$336M

Top Sells

1 +$879M
2 +$339M
3 +$323M
4
MNST icon
Monster Beverage
MNST
+$279M
5
GS icon
Goldman Sachs
GS
+$275M

Sector Composition

1 Technology 17.16%
2 Financials 13.52%
3 Healthcare 11.13%
4 Consumer Discretionary 9.37%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3551
-15,507
3552
-9,342
3553
-39,299
3554
-5,984
3555
-13,343
3556
-7,451
3557
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3558
-54,118
3559
-421,681
3560
-18,394
3561
-20,630
3562
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3563
-23,647
3564
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3565
-11,146
3566
-17,196
3567
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3568
-31,000
3569
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3570
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3571
-1,613
3572
-30,769
3573
-186
3574
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3575
-1,748