We are live on ! Find out more
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
3876
-53,296
3877
-195,867
3878
-8,196
3879
-16,850
3880
-75,044
3881
-68,955
3882
-43,780
3883
-79,788
3884
-28,358
3885
-125,823
3886
-343,230
3887
-11,095
3888
-3,757
3889
-3,420
3890
-39,354
3891
-29,155
3892
-39,801
3893
-23,267
3894
-10,222
3895
-12,999
3896
-161,928
3897
-250,137
3898
-103,137
3899
-541,759
3900
-702,850