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
$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 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
-11,361
3602
-46,359
3603
-11,037
3604
-136,800
3605
-341,956
3606
-9,002
3607
-13,988
3608
-21,808
3609
-3,419
3610
-194,755
3611
-18,680
3612
-37,573
3613
-98,802
3614
-11,050
3615
-21,564
3616
-4,466
3617
-11,638
3618
-5,243
3619
-51,817
3620
-977
3621
-5,228
3622
-18,263
3623
-12,046
3624
-16,782
3625
-11,968