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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
$221B
AUM Growth
+$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,809
New
Increased
Reduced
Closed

Top Buys

1 +$658M
2 +$541M
3 +$493M
4
GD icon
General Dynamics
GD
+$441M
5
PAGS icon
PagSeguro Digital
PAGS
+$412M

Top Sells

1 +$796M
2 +$777M
3 +$721M
4
SBUX icon
Starbucks
SBUX
+$547M
5
PEP icon
PepsiCo
PEP
+$418M

Sector Composition

1 Technology 17.38%
2 Financials 14.12%
3 Healthcare 10.8%
4 Consumer Discretionary 9.01%
5 Industrials 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
-45,217
3702
-91,891
3703
-10,236
3704
-27,935
3705
-10,997
3706
-13,557
3707
-111,020
3708
-3,465
3709
-29,281
3710
-13,160
3711
-15,104
3712
-12,612
3713
-18,057
3714
-3,774
3715
-126,417
3716
-10
3717
-21,808
3718
-101,341
3719
-14,600
3720
-10,384