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
$174B
AUM Growth
+$2.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,152
New
Increased
Reduced
Closed

Top Buys

1 +$1.57B
2 +$638M
3 +$515M
4
BABA icon
Alibaba
BABA
+$372M
5
MBLY
Mobileye N.V.
MBLY
+$360M

Top Sells

1 +$951M
2 +$786M
3 +$580M
4
IYW icon
iShares US Technology ETF
IYW
+$570M
5
FAST icon
Fastenal
FAST
+$475M

Sector Composition

1 Technology 14.58%
2 Healthcare 14.51%
3 Financials 13.23%
4 Consumer Discretionary 9.78%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$24.6M 0.01%
234,820
-170,000
852
$24.6M 0.01%
565,147
+49,001
853
$24.4M 0.01%
724,681
+5,534
854
$24.4M 0.01%
57,156
-305
855
$24.4M 0.01%
435,637
-1,690,499
856
$24.4M 0.01%
1,079,302
+330,850
857
$24.3M 0.01%
388,126
+83,035
858
$24.3M 0.01%
35,532
+7,696
859
$24.2M 0.01%
469,025
-101,450
860
$24.2M 0.01%
949,347
+936,703
861
$24.2M 0.01%
125,317
-254,495
862
$24.1M 0.01%
1,612,536
-463,183
863
$24.1M 0.01%
751,682
+5,103
864
$24M 0.01%
636,744
+8,308
865
$24M 0.01%
946,571
-84,364
866
$24M 0.01%
556,842
-79,559
867
$23.9M 0.01%
1,583,765
+9,076
868
$23.9M 0.01%
582,731
-24,265
869
$23.8M 0.01%
171,964
-24,379
870
$23.8M 0.01%
547,030
-277,965
871
$23.8M 0.01%
1,427,268
-6,148
872
$23.8M 0.01%
465,257
+4,183
873
$23.7M 0.01%
617,230
+8,012
874
$23.7M 0.01%
1,920,617
-46,610
875
$23.6M 0.01%
434,900
+44,506