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
$226B
AUM Growth
+$4.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,790
New
Increased
Reduced
Closed

Top Buys

1 +$448M
2 +$443M
3 +$401M
4
DAL icon
Delta Air Lines
DAL
+$368M
5
DD icon
DuPont de Nemours
DD
+$336M

Top Sells

1 +$879M
2 +$339M
3 +$323M
4
MNST icon
Monster Beverage
MNST
+$279M
5
GS icon
Goldman Sachs
GS
+$275M

Sector Composition

1 Technology 17.16%
2 Financials 13.52%
3 Healthcare 11.13%
4 Consumer Discretionary 9.37%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3626
-512,961
3627
-4,853
3628
-10,063
3629
-341
3630
-100,247
3631
-421,681
3632
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3633
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3634
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3635
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3636
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3637
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3638
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3639
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3640
-31,000
3641
-550,888
3642
-269,054
3643
-11,292
3644
-102,304
3645
-668
3646
-21,740
3647
-11,803
3648
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3649
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3650
-131,109