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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
3901
-110,405
3902
-10,311
3903
-53,647
3904
-39,161
3905
-1,176
3906
-10,504
3907
-55,437
3908
-98,559
3909
-42,757
3910
-13,932
3911
-38,578
3912
-10,335
3913
-5,834
3914
-7,395
3915
-5,729
3916
-20,664
3917
-1,875
3918
-53,148
3919
-11,133
3920
-10,235
3921
-11,556
3922
-42,600
3923
-27,267
3924
-1,872
3925
-11,716