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
$168B
AUM Growth
-$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,110
New
Increased
Reduced
Closed

Top Buys

1 +$346M
2 +$321M
3 +$240M
4
AVGO icon
Broadcom
AVGO
+$240M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$207M

Top Sells

1 +$595M
2 +$405M
3 +$344M
4
SWKS icon
Skyworks Solutions
SWKS
+$312M
5
META icon
Meta Platforms (Facebook)
META
+$271M

Sector Composition

1 Technology 15.22%
2 Healthcare 14.31%
3 Financials 12.81%
4 Consumer Discretionary 9.39%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$16.8M 0.01%
252,132
-67,272
1002
$16.8M 0.01%
263,884
-4,619
1003
$16.8M 0.01%
354,788
-7,595
1004
$16.8M 0.01%
755,640
-21,285
1005
$16.7M 0.01%
285,876
-162,835
1006
$16.7M 0.01%
237,022
-2,361
1007
$16.7M 0.01%
1,348,528
+524,153
1008
$16.7M 0.01%
702,595
-622,424
1009
$16.7M 0.01%
704,676
+5,028
1010
$16.6M 0.01%
494,186
-54,822
1011
$16.6M 0.01%
865,148
+263,148
1012
$16.6M 0.01%
323,038
+161,009
1013
$16.6M 0.01%
274,460
+11,752
1014
$16.6M 0.01%
532,421
-91,651
1015
$16.5M 0.01%
769,594
+721,181
1016
$16.5M 0.01%
15,530
1017
$16.5M 0.01%
638,280
+71,533
1018
$16.5M 0.01%
319,107
+52,508
1019
$16.5M 0.01%
671,071
+102,476
1020
$16.5M 0.01%
595,607
-16,444
1021
$16.5M 0.01%
532,749
+123,045
1022
$16.5M 0.01%
624,943
+38,373
1023
$16.4M 0.01%
381,890
-22,080
1024
$16.4M 0.01%
406,586
+12,268
1025
$16.4M 0.01%
157,400
-40,000