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
1051
$18.1M 0.01%
484,817
-11,720
1052
$18.1M 0.01%
157,437
+15,976
1053
$18M 0.01%
722,629
-163,317
1054
$17.9M 0.01%
246,699
-172,371
1055
$17.9M 0.01%
292,961
+62,823
1056
$17.8M 0.01%
533,314
+15,980
1057
$17.8M 0.01%
402,806
-444,884
1058
$17.8M 0.01%
209,504
+1,935
1059
$17.8M 0.01%
134,518
-30,422
1060
$17.8M 0.01%
763,212
-38,099
1061
$17.8M 0.01%
350,673
-941
1062
$17.7M 0.01%
540,820
-4,551
1063
$17.7M 0.01%
318,268
-9,082
1064
$17.7M 0.01%
275,513
-39,534
1065
$17.6M 0.01%
1,212,754
+477,790
1066
$17.6M 0.01%
357,498
+63,055
1067
$17.6M 0.01%
1,986,443
+116,120
1068
$17.6M 0.01%
284,792
+24,548
1069
$17.6M 0.01%
971,827
-50,282
1070
$17.6M 0.01%
692,558
-17,301
1071
$17.6M 0.01%
611,508
+14,350
1072
$17.5M 0.01%
412,194
+67,039
1073
$17.5M 0.01%
234,866
+2,051
1074
$17.5M 0.01%
130,342
-2,494
1075
$17.5M 0.01%
386,266
-2,505