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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
$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
3726
-51,804
3727
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3728
-23,387
3729
-35,393
3730
-11,265
3731
-3,902
3732
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3733
-430,428
3734
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3735
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3736
-32,032
3737
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3738
-1,060
3739
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3740
-2,231
3741
-9,207
3742
-1,095,151
3743
-11,776
3744
-9,071
3745
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3746
-19,459
3747
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3748
-28,504
3749
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3750
-96,440