We are live on ! Find out more
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
$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 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3651
-5,961
3652
-79,603
3653
-40,255
3654
-59,909
3655
-21,991
3656
-69,435
3657
-22,408
3658
-138,405
3659
-27,310
3660
-14,121
3661
-10,072
3662
-12,429
3663
-2,767
3664
-19,310
3665
-5,415
3666
-60,536
3667
-10,022
3668
-12,740
3669
-66,857
3670
-32,997
3671
-16,206
3672
-10,100
3673
-45,687
3674
-4,134
3675
-79,892