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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
3626
-347
3627
-135,417
3628
-69,920
3629
-39
3630
-36,959
3631
-1,667
3632
-7,274
3633
-231,851
3634
-636,512
3635
-161,202
3636
-1,397
3637
-14,863
3638
-40,996
3639
-224,811
3640
-12,000
3641
-15,908
3642
-15,345
3643
-21,761
3644
-2,252
3645
-54,295
3646
-59,826
3647
-1,463,507
3648
-16,930
3649
-10,659
3650
-13,611