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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
$221B
AUM Growth
+$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,809
New
Increased
Reduced
Closed

Top Buys

1 +$658M
2 +$541M
3 +$493M
4
GD icon
General Dynamics
GD
+$441M
5
PAGS icon
PagSeguro Digital
PAGS
+$412M

Top Sells

1 +$796M
2 +$777M
3 +$721M
4
SBUX icon
Starbucks
SBUX
+$547M
5
PEP icon
PepsiCo
PEP
+$418M

Sector Composition

1 Technology 17.38%
2 Financials 14.12%
3 Healthcare 10.8%
4 Consumer Discretionary 9.01%
5 Industrials 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3576
-17,428
3577
-12,085
3578
-331,353
3579
-1,315,330
3580
-20,305
3581
-59,725
3582
-10,288
3583
-350,190
3584
-2,631
3585
-720,454
3586
-70,416
3587
-286,659
3588
-10,000
3589
-602,406
3590
-15,321
3591
-14,917
3592
-258,026
3593
-586,238
3594
-391,346
3595
-41,636
3596
-184,194
3597
-38,968
3598
-39,491
3599
-69,000
3600
-10,270