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
1601
$7.39M ﹤0.01%
223,726
+13,978
1602
$7.37M ﹤0.01%
263,087
-14,341
1603
$7.36M ﹤0.01%
184,836
-2,707,569
1604
$7.36M ﹤0.01%
623,446
+130,804
1605
$7.36M ﹤0.01%
143,427
-5,011
1606
$7.34M ﹤0.01%
267,048
-23,737
1607
$7.33M ﹤0.01%
300,818
+6,667
1608
$7.33M ﹤0.01%
279,373
-45,342
1609
$7.32M ﹤0.01%
197,353
-283,821
1610
$7.26M ﹤0.01%
418,608
+71,082
1611
$7.25M ﹤0.01%
839,680
+181,780
1612
$7.25M ﹤0.01%
238,088
+24,889
1613
$7.22M ﹤0.01%
178,086
-84,458
1614
$7.21M ﹤0.01%
543,994
+123,586
1615
$7.19M ﹤0.01%
61,168
+2,936
1616
$7.19M ﹤0.01%
719,689
+6,660
1617
$7.17M ﹤0.01%
123,458
+25,822
1618
$7.16M ﹤0.01%
320,704
+150,320
1619
$7.16M ﹤0.01%
492,746
+59,224
1620
$7.15M ﹤0.01%
773,236
-180,263
1621
$7.14M ﹤0.01%
44,262
-45,762
1622
$7.13M ﹤0.01%
646,204
-1,324,423
1623
$7.12M ﹤0.01%
106,543
+3,397
1624
$7.11M ﹤0.01%
714,357
+33,533
1625
$7.1M ﹤0.01%
202,746
-54,261