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
1151
$13.9M 0.01%
508,505
-6,119
1152
$13.9M 0.01%
705,050
+272,319
1153
$13.9M 0.01%
331,920
-12,283
1154
$13.9M 0.01%
65,419
-30,617
1155
$13.9M 0.01%
190,824
-255,499
1156
$13.9M 0.01%
396,069
+77,420
1157
$13.9M 0.01%
215,491
+1,339
1158
$13.8M 0.01%
391,232
-242,008
1159
$13.8M 0.01%
722,134
-175,103
1160
$13.8M 0.01%
535,815
-25,989
1161
$13.8M 0.01%
291,166
-264,823
1162
$13.7M 0.01%
393,993
+34,795
1163
$13.7M 0.01%
505,999
-13,622
1164
$13.7M 0.01%
1,863,614
-130,936
1165
$13.7M 0.01%
415,709
+7,069
1166
$13.7M 0.01%
359,623
+45,227
1167
$13.6M 0.01%
681,932
+643,118
1168
$13.6M 0.01%
546,761
+93,694
1169
$13.6M 0.01%
348,870
-19,848
1170
$13.6M 0.01%
643,572
+60,997
1171
$13.6M 0.01%
159,937
-3,119
1172
$13.6M 0.01%
330,675
+4,657
1173
$13.6M 0.01%
269,976
-2,484
1174
$13.6M 0.01%
199,093
-9,091
1175
$13.5M 0.01%
176,320
-44,961