Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.18%
 

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
+26.18%
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 8.86%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
-84,864
3902
-210,531
3903
-25,869
3904
-101
3905
-7,168
3906
-25,626
3907
-33,993
3908
-3,011,518
3909
-14,228
3910
-534,550
3911
-145,126
3912
-235,710
3913
-116,751
3914
-1,623,640
3915
-258,533
3916
-24,727
3917
-25,711
3918
-42,221
3919
-125,701
3920
-20,691
3921
-15,000
3922
-41,400
3923
-528,182
3924
-279,050
3925
-7,619