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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
3826
-2,904
3827
-14,749
3828
-2,278
3829
-14,898
3830
-14,463
3831
-2,592
3832
-56,438
3833
-14,700
3834
-27,142
3835
-10,015
3836
-94,626
3837
-13,765
3838
-45,608
3839
-82,244
3840
-14,195
3841
-13,760
3842
-26,999
3843
-43,000
3844
-25,626
3845
-33,993
3846
-3,011,518
3847
-14,228
3848
-534,550
3849
-145,126
3850
-235,710