Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

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
+24.96%
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 +$459M
2 +$458M
3 +$399M
4
DAL icon
Delta Air Lines
DAL
+$342M
5
DD icon
DuPont de Nemours
DD
+$335M

Top Sells

1 +$826M
2 +$350M
3 +$310M
4
MNST icon
Monster Beverage
MNST
+$296M
5
EA icon
Electronic Arts
EA
+$274M

Sector Composition

1 Technology 17.16%
2 Financials 13.52%
3 Healthcare 11.13%
4 Consumer Discretionary 9.37%
5 Industrials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
-18,394
3602
-20,630
3603
-23,647
3604
-21,472
3605
-11,146
3606
-17,196
3607
-88,364
3608
-31,000
3609
-550,888
3610
-269,054
3611
-11,292
3612
-7,906
3613
-71,201
3614
-106,667
3615
-16,040
3616
-5,040
3617
-30,500
3618
-15,765
3619
-41,519
3620
-8,111
3621
-8,928
3622
-13,110
3623
-12,229
3624
-12
3625
-6,402