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
1101
$15M 0.01%
412,532
-25,386
1102
$15M 0.01%
27,500
-11,080
1103
$14.9M 0.01%
416,680
-104,622
1104
$14.9M 0.01%
122,399
-23,381
1105
$14.9M 0.01%
583,713
-151,267
1106
$14.9M 0.01%
126,321
+5,821
1107
$14.9M 0.01%
126,164
+28,898
1108
$14.9M 0.01%
499,032
+137,208
1109
$14.8M 0.01%
213,223
-3,919
1110
$14.8M 0.01%
333,976
+22,139
1111
$14.8M 0.01%
946,520
-26,417
1112
$14.8M 0.01%
915,931
-137,477
1113
$14.7M 0.01%
259,911
-2,594
1114
$14.7M 0.01%
459,692
-166,239
1115
$14.7M 0.01%
1,319,406
+59,650
1116
$14.7M 0.01%
427,937
-4,501
1117
$14.6M 0.01%
537,326
-85,699
1118
$14.6M 0.01%
58,657
+6,786
1119
$14.6M 0.01%
424,999
+21,352
1120
$14.5M 0.01%
711,109
+362,979
1121
$14.5M 0.01%
414,118
-107,092
1122
$14.5M 0.01%
405,334
-84,601
1123
$14.5M 0.01%
466,062
+54,532
1124
$14.5M 0.01%
228,086
+82,127
1125
$14.4M 0.01%
103,513
-95,020