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
1226
$13.3M 0.01%
285,890
+2,770
1227
$13.3M 0.01%
+170,652
1228
$13.3M 0.01%
120,216
+110,530
1229
$13.3M 0.01%
182,715
+15,445
1230
$13.2M 0.01%
59,347
+1,300
1231
$13.2M 0.01%
906,977
-1,296,779
1232
$13.2M 0.01%
394,217
+59,442
1233
$13.2M 0.01%
294,757
+27,736
1234
$13.2M 0.01%
367,231
-82,933
1235
$13.2M 0.01%
495,693
-56,230
1236
$13.2M 0.01%
+537,940
1237
$13.1M 0.01%
230,452
+7,453
1238
$13.1M 0.01%
397,280
-300,454
1239
$13.1M 0.01%
178,981
+2,985
1240
$13.1M 0.01%
82,553
-84,209
1241
$13M 0.01%
1,240,376
+372,206
1242
$13M 0.01%
684,715
+316,539
1243
$13M 0.01%
521,617
+520,280
1244
$12.9M 0.01%
829,250
+757,056
1245
$12.9M 0.01%
473,222
-68,164
1246
$12.9M 0.01%
549,982
-19,305
1247
$12.9M 0.01%
333,003
-85,850
1248
$12.9M 0.01%
256,664
+19,958
1249
$12.9M 0.01%
256,429
-17,266
1250
$12.8M 0.01%
301,223
-125,542