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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
$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 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3626
-10,741
3627
-263,349
3628
-61,103
3629
-117,244
3630
-3,834
3631
-42,805
3632
-102,304
3633
-668
3634
-21,740
3635
-11,803
3636
-6,709
3637
-193,596
3638
-131,109
3639
-23,516
3640
-12,837
3641
-147,144
3642
-266,423
3643
-78,220
3644
-63,298
3645
-177,500
3646
-17,381
3647
-19,539
3648
-133,966
3649
-5,611
3650
-14,439