Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.2%
 

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
+26.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152B
AUM Growth
+$8.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,257
New
Increased
Reduced
Closed

Top Buys

1 +$268M
2 +$260M
3 +$245M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$240M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$238M

Top Sells

1 +$333M
2 +$295M
3 +$253M
4
NWSA
NEWS CORPORATION CL-A
NWSA
+$235M
5
YUM icon
Yum! Brands
YUM
+$219M

Sector Composition

1 Financials 14.61%
2 Technology 13.68%
3 Healthcare 11.9%
4 Industrials 11.1%
5 Consumer Discretionary 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5051
-3,977
5052
-80
5053
-10,383
5054
-1,075
5055
-960
5056
-420
5057
$0 ﹤0.01%
2
5058
$0 ﹤0.01%
97
-980
5059
-47
5060
-2,385
5061
$0 ﹤0.01%
192
5062
$0 ﹤0.01%
1,000
5063
$0 ﹤0.01%
3
5064
$0 ﹤0.01%
3,153
5065
$0 ﹤0.01%
110
5066
$0 ﹤0.01%
24
5067
$0 ﹤0.01%
4,120
+120
5068
-1,169
5069
$0 ﹤0.01%
14
5070
$0 ﹤0.01%
1,350
5071
$0 ﹤0.01%
1,124
+124
5072
$0 ﹤0.01%
80,605
5073
$0 ﹤0.01%
1,000
5074
$0 ﹤0.01%
+2,000
5075
$0 ﹤0.01%
750