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
$169B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,341
New
Increased
Reduced
Closed

Top Buys

1 +$422M
2 +$281M
3 +$274M
4
BP icon
BP
BP
+$223M
5
HPQ icon
HP
HPQ
+$212M

Top Sells

1 +$531M
2 +$511M
3 +$320M
4
MELI icon
Mercado Libre
MELI
+$299M
5
LVS icon
Las Vegas Sands
LVS
+$271M

Sector Composition

1 Technology 14.13%
2 Financials 12.95%
3 Healthcare 12.43%
4 Industrials 10.29%
5 Communication Services 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$18.8M 0.01%
500,534
-136,166
1027
$18.8M 0.01%
641,362
+5,475
1028
$18.8M 0.01%
2,358,141
+233,675
1029
$18.8M 0.01%
433,226
+156,638
1030
$18.7M 0.01%
1,166,310
-117,958
1031
$18.7M 0.01%
378,508
-106,143
1032
$18.7M 0.01%
790,928
-9,413
1033
$18.7M 0.01%
433,539
+61,258
1034
$18.6M 0.01%
724,503
+91,714
1035
$18.6M 0.01%
279,819
+199,737
1036
$18.5M 0.01%
203,173
-247,332
1037
$18.4M 0.01%
122,394
-5,235
1038
$18.4M 0.01%
648,894
+171,964
1039
$18.4M 0.01%
450,368
+20,372
1040
$18.4M 0.01%
294,752
-55,230
1041
$18.4M 0.01%
238,436
+110,861
1042
$18.3M 0.01%
411,698
-188,565
1043
$18.3M 0.01%
556,362
-227,947
1044
$18.3M 0.01%
2,533,528
-2,067,616
1045
$18.2M 0.01%
847,692
-37,340
1046
$18.2M 0.01%
643,767
+364,657
1047
$18.2M 0.01%
159,867
+37,407
1048
$18.1M 0.01%
306,924
+19,245
1049
$18.1M 0.01%
640,778
+762
1050
$18.1M 0.01%
251,936
+18,461