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
3576
$13K ﹤0.01%
2,181
+137
3577
$13K ﹤0.01%
36,454
+45
3578
$10K ﹤0.01%
12
3579
$10K ﹤0.01%
107
-53
3580
$8K ﹤0.01%
18,200
3581
$7K ﹤0.01%
1,000
-1
3582
$5K ﹤0.01%
655
3583
$0 ﹤0.01%
11,885
-180
3584
-2,500
3585
-405,891
3586
-6,491,326
3587
-529,641
3588
-33,516
3589
-14,990
3590
-14,123
3591
-214,290
3592
-45,010
3593
-11,362
3594
-137,979
3595
-61,011
3596
-309,044
3597
-50,000
3598
-17,090
3599
-238,000
3600
-174,410