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
$233B
AUM Growth
+$43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,829
New
Increased
Reduced
Closed

Top Sells

1 +$393M
2 +$282M
3 +$268M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$241M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$236M

Sector Composition

1 Technology 23.56%
2 Healthcare 12.1%
3 Financials 10.73%
4 Consumer Discretionary 8.24%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3626
-2,142
3627
-91,394
3628
-13,982
3629
-27,583
3630
-2,165
3631
-44,635
3632
-19,059
3633
-11,863
3634
-27,578
3635
-129,847
3636
-6,159
3637
-35,626
3638
-69,635
3639
-32,500
3640
-8,834
3641
-6,461
3642
-3,424
3643
-5,983
3644
-111,070
3645
-384,480
3646
-23,906
3647
-13,400
3648
-34,090
3649
-369,494
3650
-10,961