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
$282B
AUM Growth
+$36.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,927
New
Increased
Reduced
Closed

Top Buys

1 +$342M
2 +$284M
3 +$255M
4
BLK icon
Blackrock
BLK
+$248M
5
NEM icon
Newmont
NEM
+$243M

Top Sells

1 +$638M
2 +$454M
3 +$367M
4
PFE icon
Pfizer
PFE
+$356M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$353M

Sector Composition

1 Technology 23.84%
2 Healthcare 11.43%
3 Financials 11.03%
4 Consumer Discretionary 8.66%
5 Industrials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
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3702
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3703
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3704
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3705
-1,748,127
3706
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3708
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3709
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3710
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3711
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3712
-3,255,985
3713
-370,818
3714
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3715
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3716
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3717
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3718
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3719
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3720
-1,218
3721
-10,007
3722
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3723
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3724
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3725
-18,858