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
$152B
AUM Growth
+$8.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,257
New
Increased
Reduced
Closed

Top Buys

1 +$268M
2 +$260M
3 +$245M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$240M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$238M

Top Sells

1 +$333M
2 +$295M
3 +$253M
4
NWSA
NEWS CORPORATION CL-A
NWSA
+$235M
5
YUM icon
Yum! Brands
YUM
+$219M

Sector Composition

1 Financials 14.61%
2 Technology 13.68%
3 Healthcare 11.9%
4 Industrials 11.1%
5 Consumer Discretionary 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$13.9M 0.01%
1,456,215
+19,719
1202
$13.9M 0.01%
568,035
+9,904
1203
$13.9M 0.01%
436,134
+74,737
1204
$13.8M 0.01%
490,446
+3,435
1205
$13.8M 0.01%
295,915
-275,811
1206
$13.8M 0.01%
2,010,683
+376,113
1207
$13.7M 0.01%
301,866
+11,635
1208
$13.7M 0.01%
111,169
-18,198
1209
$13.7M 0.01%
630,241
+9,390
1210
$13.7M 0.01%
357,671
-294,686
1211
$13.6M 0.01%
3,573,130
+1,045,710
1212
$13.6M 0.01%
2,228,949
-178,366
1213
$13.6M 0.01%
189,436
+12,417
1214
$13.6M 0.01%
530,753
+24,011
1215
$13.5M 0.01%
829,331
+98,355
1216
$13.5M 0.01%
509,982
+27,285
1217
$13.5M 0.01%
1,592,107
+589,394
1218
$13.4M 0.01%
1,566,266
+2,926
1219
$13.4M 0.01%
456,363
+2,031
1220
$13.4M 0.01%
544,355
-13,208
1221
$13.4M 0.01%
253,612
-7,227
1222
$13.4M 0.01%
1,472,853
-169,620
1223
$13.4M 0.01%
293,022
+8,969
1224
$13.3M 0.01%
500,737
+308,556
1225
$13.3M 0.01%
318,735
-277,830