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
$168B
AUM Growth
-$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,110
New
Increased
Reduced
Closed

Top Buys

1 +$346M
2 +$321M
3 +$240M
4
AVGO icon
Broadcom
AVGO
+$240M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$207M

Top Sells

1 +$595M
2 +$405M
3 +$344M
4
SWKS icon
Skyworks Solutions
SWKS
+$312M
5
META icon
Meta Platforms (Facebook)
META
+$271M

Sector Composition

1 Technology 15.22%
2 Healthcare 14.31%
3 Financials 12.81%
4 Consumer Discretionary 9.39%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
$7.44M ﹤0.01%
126,658
+14,332
1602
$7.42M ﹤0.01%
156,013
-20,388
1603
$7.42M ﹤0.01%
1,402,776
-1,389,017
1604
$7.4M ﹤0.01%
177,407
+1,211
1605
$7.4M ﹤0.01%
149,056
-32
1606
$7.35M ﹤0.01%
233,620
-6,952
1607
$7.35M ﹤0.01%
599,888
+26,214
1608
$7.34M ﹤0.01%
325,900
-246,424
1609
$7.34M ﹤0.01%
139,123
+26,968
1610
$7.34M ﹤0.01%
53,674
-62,718
1611
$7.32M ﹤0.01%
322,290
-62,650
1612
$7.32M ﹤0.01%
181,174
+56,379
1613
$7.31M ﹤0.01%
15,232
-816
1614
$7.31M ﹤0.01%
360,147
-81,722
1615
$7.28M ﹤0.01%
699,593
-859,015
1616
$7.26M ﹤0.01%
223,248
-18,866
1617
$7.26M ﹤0.01%
604,928
-254,156
1618
$7.25M ﹤0.01%
16,597
-470
1619
$7.23M ﹤0.01%
485,450
-32,668
1620
$7.21M ﹤0.01%
154,797
-80,116
1621
$7.21M ﹤0.01%
22,002
+301
1622
$7.21M ﹤0.01%
300,049
+129,916
1623
$7.21M ﹤0.01%
247,433
-49,604
1624
$7.21M ﹤0.01%
257,322
+154,494
1625
$7.21M ﹤0.01%
514,822
+359,764