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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
$363B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,024
New
Increased
Reduced
Closed

Top Buys

1 +$778M
2 +$575M
3 +$558M
4
AMAT icon
Applied Materials
AMAT
+$373M
5
EBAY icon
eBay
EBAY
+$349M

Top Sells

1 +$669M
2 +$454M
3 +$407M
4
MRVL icon
Marvell Technology
MRVL
+$371M
5
QCOM icon
Qualcomm
QCOM
+$325M

Sector Composition

1 Technology 23.2%
2 Financials 10.85%
3 Healthcare 9.88%
4 Industrials 8.88%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3801
-7,619
3802
-95,690
3803
-45,586
3804
-7,371
3805
-329,485
3806
-360,233
3807
-16,971
3808
-6,678,766
3809
-156,500
3810
-324,958
3811
-61,080
3812
-1,492,950
3813
-2,124,053
3814
-49,209
3815
-1,009
3816
-3,066
3817
-649
3818
-77,982
3819
-10,908
3820
-33,769
3821
-100,354
3822
-10,259
3823
-238,988
3824
-78,234
3825
-9,024