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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
$301B
AUM Growth
+$19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,959
New
Increased
Reduced
Closed

Top Buys

1 +$378M
2 +$346M
3 +$336M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$317M
5
LIN icon
Linde
LIN
+$316M

Top Sells

1 +$1.19B
2 +$536M
3 +$524M
4
WBD icon
Warner Bros
WBD
+$319M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$299M

Sector Composition

1 Technology 23.09%
2 Financials 11.94%
3 Healthcare 10.94%
4 Consumer Discretionary 9%
5 Industrials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3801
-20,499
3802
-1,574
3803
-13,333
3804
-163
3805
-24,630
3806
-5,080
3807
-2,219
3808
-71,568
3809
-803,115
3810
-10,000
3811
-18,057
3812
-10,282
3813
-4,904
3814
-4,084
3815
-32,936
3816
-12,300
3817
-15,026
3818
-13,395
3819
-11,482
3820
-10,517
3821
-2,883
3822
-13,657
3823
-12,168
3824
-1,168
3825
-3,424