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
1401
$10M 0.01%
218,447
-39,502
1402
$10M 0.01%
482,810
+169,857
1403
$10M 0.01%
1,016,242
-100,396
1404
$9.96M 0.01%
195,996
+3,758
1405
$9.94M 0.01%
35,803
+18,497
1406
$9.93M 0.01%
286,290
-71,182
1407
$9.91M 0.01%
441,446
+52,785
1408
$9.9M 0.01%
91,071
+28,003
1409
$9.88M 0.01%
398,472
+11,421
1410
$9.85M 0.01%
215,501
-1,063
1411
$9.84M 0.01%
372,684
-25,392
1412
$9.84M 0.01%
381,794
+107,710
1413
$9.84M 0.01%
138,618
-84,553
1414
$9.8M 0.01%
175,100
-23,000
1415
$9.79M 0.01%
177,100
-21,000
1416
$9.76M 0.01%
146,514
-17,262
1417
$9.73M 0.01%
803,741
+70,509
1418
$9.66M 0.01%
608,024
-1,198
1419
$9.66M 0.01%
286,204
+125,842
1420
$9.66M 0.01%
90,361
+15,773
1421
$9.66M 0.01%
285,339
-1,645
1422
$9.64M 0.01%
2,627,488
-419,594
1423
$9.64M 0.01%
160,336
+890
1424
$9.63M 0.01%
301,819
-14,003
1425
$9.62M 0.01%
739,172
+26,123