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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
$319B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,076
New
Increased
Reduced
Closed

Top Buys

1 +$868M
2 +$403M
3 +$281M
4
XOM icon
Exxon Mobil
XOM
+$278M
5
PSA icon
Public Storage
PSA
+$231M

Top Sells

1 +$433M
2 +$426M
3 +$409M
4
AVGO icon
Broadcom
AVGO
+$400M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$398M

Sector Composition

1 Technology 23.67%
2 Healthcare 11.05%
3 Financials 10.37%
4 Industrials 8.7%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
-8,141
3902
-12,966
3903
-523,488
3904
-13,892
3905
-10,955
3906
-14,724
3907
-12,123
3908
-5,867
3909
-17,516
3910
-2,895
3911
-28,735
3912
-10,836
3913
-12,127
3914
-7,597
3915
-34,788
3916
-2,064
3917
-108,966
3918
-143,013
3919
-76,985
3920
-5,814
3921
-9,344
3922
-13,131
3923
-133,015
3924
-332,408
3925
-7,470