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
$389B
AUM Growth
+$19.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,066
New
Increased
Reduced
Closed

Top Buys

1 +$456M
2 +$403M
3 +$391M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$345M
5
EPAM icon
EPAM Systems
EPAM
+$305M

Top Sells

1 +$671M
2 +$557M
3 +$544M
4
V icon
Visa
V
+$535M
5
BDX icon
Becton Dickinson
BDX
+$487M

Sector Composition

1 Technology 24.09%
2 Financials 10.53%
3 Healthcare 9.64%
4 Industrials 8.46%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3926
-150,000
3927
-16,700
3928
-32,971
3929
-337,081
3930
-12,700
3931
-25,917
3932
-760,391
3933
-21,016
3934
-13,558
3935
-77,524
3936
-26,641
3937
-15,250
3938
-88,680
3939
-34,900
3940
-32,639
3941
-37,341
3942
-17,335
3943
-38,685
3944
-225,914
3945
-1,347,680
3946
-212,298
3947
-64,919
3948
-638,176
3949
-249,454
3950
-16,600