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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
$217B
AUM Growth
+$17.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$367M
2 +$340M
3 +$322M
4
NXPI icon
NXP Semiconductors
NXPI
+$318M
5
ICE icon
Intercontinental Exchange
ICE
+$284M

Top Sells

1 +$735M
2 +$728M
3 +$635M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$617M
5
BIIB icon
Biogen
BIIB
+$509M

Sector Composition

1 Technology 18.58%
2 Financials 12.57%
3 Healthcare 11.29%
4 Consumer Discretionary 8.74%
5 Industrials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3651
-124,600
3652
-12,700
3653
-569,103
3654
-926,172
3655
-22,509
3656
-682,761
3657
-119,280
3658
-14,279
3659
-105,967
3660
-110,296
3661
-17,926
3662
-95
3663
-1,855
3664
-23,055
3665
-11
3666
-118,223
3667
-22,152
3668
-17,748
3669
-103,799
3670
-12,659
3671
-12,265
3672
-10,306
3673
-187,594
3674
-22,925
3675
-7,483