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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
$435B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,166
New
Increased
Reduced
Closed

Top Buys

1 +$650M
2 +$468M
3 +$458M
4
CVX icon
Chevron
CVX
+$410M
5
WIX icon
WIX.com
WIX
+$392M

Top Sells

1 +$836M
2 +$727M
3 +$563M
4
AVGO icon
Broadcom
AVGO
+$549M
5
LRCX icon
Lam Research
LRCX
+$543M

Sector Composition

1 Technology 25.79%
2 Financials 11.49%
3 Industrials 8.18%
4 Healthcare 7.38%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$82.6M 0.02%
1,029,895
-231,163
652
$82.3M 0.02%
1,076,826
+25,688
653
$82M 0.02%
1,059,881
-261,169
654
$81.8M 0.02%
582,250
+197,865
655
$80.8M 0.02%
437,934
-93,689
656
$80.8M 0.02%
1,609,787
-96,681
657
$80.3M 0.02%
1,449,511
-159,969
658
$80.1M 0.02%
2,981,355
+327,249
659
$79.8M 0.02%
1,149,433
+199,750
660
$79.1M 0.02%
713,490
+40,917
661
$78.9M 0.02%
1,453,165
+132,384
662
$78.8M 0.02%
+5,018,514
663
$78.6M 0.02%
2,341,825
-40,882
664
$78.1M 0.02%
562,632
-119,769
665
$77.8M 0.02%
830,722
-34,117
666
$77.6M 0.02%
875,680
-39,489
667
$77.5M 0.02%
285,895
-15,349
668
$77.4M 0.02%
3,792,051
-2,327
669
$77.3M 0.02%
1,061,147
-63,576
670
$77.3M 0.02%
873,092
+45,845
671
$76.8M 0.02%
465,894
+6,496
672
$76.7M 0.02%
910,544
+130,050
673
$76.6M 0.02%
4,966,296
-434,748
674
$76.1M 0.02%
2,286,699
-185,429
675
$76M 0.02%
4,796,153
+580,089