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
$161B
AUM Growth
-$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,271
New
Increased
Reduced
Closed

Top Buys

1 +$638M
2 +$606M
3 +$430M
4
BIIB icon
Biogen
BIIB
+$395M
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$384M

Top Sells

1 +$659M
2 +$501M
3 +$430M
4
MON
Monsanto Co
MON
+$420M
5
VMW
VMware, Inc
VMW
+$386M

Sector Composition

1 Healthcare 15.25%
2 Technology 14.65%
3 Financials 13.92%
4 Consumer Discretionary 9.72%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$16.9M 0.01%
267,731
+7,356
1027
$16.8M 0.01%
849,668
-1,216,494
1028
$16.8M 0.01%
433,048
-273,516
1029
$16.8M 0.01%
383,652
-216,732
1030
$16.8M 0.01%
124,875
-28,485
1031
$16.7M 0.01%
822,132
+7,131
1032
$16.7M 0.01%
415,183
-161,235
1033
$16.7M 0.01%
971,843
-411,733
1034
$16.7M 0.01%
867,660
+9,105
1035
$16.7M 0.01%
241,835
+28,711
1036
$16.6M 0.01%
202,630
-5,149
1037
$16.5M 0.01%
330,613
+89,433
1038
$16.5M 0.01%
427,171
-37,032
1039
$16.4M 0.01%
269,948
+29,267
1040
$16.4M 0.01%
788,041
+451,217
1041
$16.3M 0.01%
306,304
+119,354
1042
$16.3M 0.01%
282,945
+68,271
1043
$16.3M 0.01%
1,461,967
-9,321
1044
$16.3M 0.01%
794,171
-107,179
1045
$16.3M 0.01%
300,887
-21,396
1046
$16.3M 0.01%
236,591
+58,308
1047
$16.3M 0.01%
2,088,838
+5,893
1048
$16.3M 0.01%
133,016
+34,883
1049
$16.3M 0.01%
212,916
-44,268
1050
$16.3M 0.01%
318,188
+3,390