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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
$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
3701
-14,390
3702
-15,575
3703
-541,000
3704
-17,326
3705
-11,020
3706
-470,800
3707
-550
3708
-13,543
3709
-10,578
3710
-39,023
3711
-133,486
3712
-835,682
3713
-133,836
3714
-5,796
3715
-1,290
3716
-196,300
3717
-128,200
3718
-3,228
3719
-507,862
3720
-216,802
3721
-90,430
3722
-417,655
3723
-99,050
3724
-810,676
3725
-13,039,396