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
1301
$12.6M 0.01%
179,069
-18,450
1302
$12.6M 0.01%
127,828
+30,402
1303
$12.6M 0.01%
577,848
+23,972
1304
$12.6M 0.01%
486,310
+50,536
1305
$12.5M 0.01%
222,549
-95,535
1306
$12.5M 0.01%
382,072
+8,678
1307
$12.5M 0.01%
210,267
+12,171
1308
$12.5M 0.01%
156,593
+2,223
1309
$12.5M 0.01%
892,791
-567,318
1310
$12.5M 0.01%
430,224
-19,762
1311
$12.5M 0.01%
101,922
+8,037
1312
$12.5M 0.01%
687,987
+18,662
1313
$12.4M 0.01%
640,927
+95,893
1314
$12.4M 0.01%
587,411
+176,695
1315
$12.4M 0.01%
399,053
-128,295
1316
$12.4M 0.01%
232,768
-99,299
1317
$12.4M 0.01%
224,087
-25,332
1318
$12.4M 0.01%
248,276
+18,821
1319
$12.4M 0.01%
902,776
+6,036
1320
$12.4M 0.01%
145,623
-17,410
1321
$12.4M 0.01%
133,626
-9,794
1322
$12.3M 0.01%
239,961
-253,324
1323
$12.3M 0.01%
226,811
+157,617
1324
$12.3M 0.01%
784,184
+418,507
1325
$12.3M 0.01%
621,333
+337,761