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
1076
$16.9M 0.01%
431,117
+38,855
1077
$16.9M 0.01%
320,186
+98,855
1078
$16.9M 0.01%
3,502,892
-172,254
1079
$16.9M 0.01%
555,025
-109,275
1080
$16.9M 0.01%
182,215
+6,565
1081
$16.9M 0.01%
147,363
-11,475
1082
$16.9M 0.01%
379,051
+181,767
1083
$16.9M 0.01%
+1,076,459
1084
$16.8M 0.01%
554,205
+33,595
1085
$16.8M 0.01%
271,725
-127,061
1086
$16.8M 0.01%
1,812,505
-311,168
1087
$16.8M 0.01%
948,294
+135,111
1088
$16.8M 0.01%
514,866
+7,699
1089
$16.8M 0.01%
216,877
+48,257
1090
$16.7M 0.01%
183,291
+49,278
1091
$16.7M 0.01%
256,727
-52,791
1092
$16.7M 0.01%
2,288,640
+280,897
1093
$16.7M 0.01%
404,972
+151,249
1094
$16.7M 0.01%
424,125
+20,484
1095
$16.7M 0.01%
64,168
+904
1096
$16.6M 0.01%
394,146
+25,522
1097
$16.6M 0.01%
396,938
-716
1098
$16.6M 0.01%
898,131
+22,740
1099
$16.6M 0.01%
366,860
+286,513
1100
$16.5M 0.01%
531,503
+365,790