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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
$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
3601
-189,923
3602
-255,509
3603
-22,554
3604
-840,766
3605
-247,506
3606
-154,779
3607
-488,450
3608
-984,184
3609
-21,078
3610
-88,014
3611
-107,500
3612
-208,434
3613
-728,115
3614
-6,491,326
3615
-529,641
3616
-33,516
3617
-14,990
3618
-14,123
3619
-214,290
3620
-45,010
3621
-11,362
3622
-137,979
3623
-361,591
3624
-27,555
3625
-10,580