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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
$361B
AUM Growth
+$48.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$958M
2 +$865M
3 +$739M
4
MSFT icon
Microsoft
MSFT
+$596M
5
V icon
Visa
V
+$444M

Top Sells

1 +$535M
2 +$527M
3 +$406M
4
SPLK
Splunk Inc
SPLK
+$354M
5
ATVI
Activision Blizzard
ATVI
+$346M

Sector Composition

1 Technology 24.34%
2 Financials 11.37%
3 Healthcare 11.13%
4 Consumer Discretionary 8.6%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3876
$6K ﹤0.01%
+10,000
3877
$4K ﹤0.01%
+346
3878
-106,615
3879
-193,186
3880
-19,857
3881
-122,164
3882
-116,478
3883
-1,483,650
3884
-12,651
3885
-165,205
3886
-194,665
3887
-108,843
3888
-160,473
3889
-162,436
3890
-138,569
3891
-17,396
3892
-23,062
3893
-33,260
3894
-70,135
3895
-91,583
3896
-1,142,952
3897
-17,310
3898
-11,622
3899
-12,907
3900
-175,911