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
1351
$10.7M 0.01%
547,588
+63,490
1352
$10.7M 0.01%
106,440
-10,316
1353
$10.6M 0.01%
47,493
-7,989
1354
$10.6M 0.01%
432,913
-19,177
1355
$10.6M 0.01%
135,388
-13,609
1356
$10.6M 0.01%
2,574,608
-119,624
1357
$10.6M 0.01%
352,038
+3,449
1358
$10.6M 0.01%
684,407
+2,450
1359
$10.6M 0.01%
440,029
+145,741
1360
$10.5M 0.01%
104,473
+13,360
1361
$10.5M 0.01%
498,472
-16,184
1362
$10.5M 0.01%
264,570
-2,678
1363
$10.5M 0.01%
576,362
-1,598
1364
$10.5M 0.01%
193,765
+7,526
1365
$10.5M 0.01%
277,361
+25,945
1366
$10.5M 0.01%
751,493
-49,784
1367
$10.5M 0.01%
3,120,476
-243,940
1368
$10.4M 0.01%
331,184
+5,600
1369
$10.4M 0.01%
106,814
-44,016
1370
$10.4M 0.01%
251,845
-14,536
1371
$10.4M 0.01%
8,922
-4,391
1372
$10.4M 0.01%
428,872
+10,121
1373
$10.4M 0.01%
631,605
-2,751
1374
$10.4M 0.01%
354,579
+33,774
1375
$10.4M 0.01%
233,968
+138,496