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
$210B
AUM Growth
+$10.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$490M
2 +$475M
3 +$459M
4
CHTR icon
Charter Communications
CHTR
+$391M
5
CSCO icon
Cisco
CSCO
+$381M

Top Sells

1 +$354M
2 +$318M
3 +$315M
4
PEP icon
PepsiCo
PEP
+$287M
5
DXCM icon
DexCom
DXCM
+$277M

Sector Composition

1 Technology 15.58%
2 Financials 14%
3 Healthcare 11.8%
4 Consumer Discretionary 8.74%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
-667
3702
-76,633
3703
-11,242
3704
-12,167
3705
-5,157
3706
-9,231
3707
-10,494
3708
-22,795
3709
-14,273
3710
-2,023
3711
-18,541
3712
-10,512
3713
-69,788
3714
-28,118
3715
-9,896
3716
-31,438
3717
-63,310
3718
-11,334
3719
-27,065
3720
-25,242
3721
-62,361
3722
-30,878
3723
-782,840
3724
-13,284
3725
-9,512