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
$223B
AUM Growth
-$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,851
New
Increased
Reduced
Closed

Top Buys

1 +$467M
2 +$370M
3 +$364M
4
PYPL icon
PayPal
PYPL
+$351M
5
NXPI icon
NXP Semiconductors
NXPI
+$264M

Top Sells

1 +$445M
2 +$386M
3 +$375M
4
FDC
First Data Corporation
FDC
+$280M
5
AGN
Allergan plc
AGN
+$223M

Sector Composition

1 Technology 18.98%
2 Financials 13.01%
3 Healthcare 10.66%
4 Industrials 8.28%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
-143,115
3702
-182,483
3703
-47,102
3704
-10,000
3705
-8,103
3706
-15,460
3707
-10,535
3708
-76,204
3709
-10,174
3710
-16,998
3711
-10,234
3712
-26,760
3713
-14,645
3714
-2,450
3715
-10,800
3716
-35,007
3717
-2,502
3718
-119,469
3719
-10,063
3720
-9,538
3721
-11,300
3722
-494,212
3723
-5,959
3724
-12,516
3725
-12,520