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
3751
-373,569
3752
-182,818
3753
-596,616
3754
-401,205
3755
-144,335
3756
-37,415
3757
-507,922
3758
-538,490
3759
-13,573
3760
-103,271
3761
-961,056
3762
-215,892
3763
-77,015
3764
-1,526,485
3765
-396,750
3766
-474,452
3767
-5,759