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
1751
$5.92M ﹤0.01%
329,562
+78,500
1752
$5.91M ﹤0.01%
405,298
-64,947
1753
$5.9M ﹤0.01%
34,337
+4,462
1754
$5.9M ﹤0.01%
279,665
+8,010
1755
$5.89M ﹤0.01%
926,498
-22,311
1756
$5.89M ﹤0.01%
369,246
+110,445
1757
$5.89M ﹤0.01%
74,314
-3,550
1758
$5.88M ﹤0.01%
375,561
-104,496
1759
$5.85M ﹤0.01%
353,220
-66,205
1760
$5.85M ﹤0.01%
26,560
-802
1761
$5.85M ﹤0.01%
165,692
+11,536
1762
$5.85M ﹤0.01%
537,014
-297,865
1763
$5.84M ﹤0.01%
79,428
+6,168
1764
$5.83M ﹤0.01%
54,877
-6,470
1765
$5.82M ﹤0.01%
536,456
+88,679
1766
$5.8M ﹤0.01%
683,182
-23,420
1767
$5.8M ﹤0.01%
109,311
-81,858
1768
$5.8M ﹤0.01%
687,580
-57,877
1769
$5.79M ﹤0.01%
118,386
-223,807
1770
$5.77M ﹤0.01%
593,233
-13,500
1771
$5.75M ﹤0.01%
153,464
+87,573
1772
$5.75M ﹤0.01%
222,010
-58,158
1773
$5.75M ﹤0.01%
43,561
+106
1774
$5.74M ﹤0.01%
225,213
+102,151
1775
$5.72M ﹤0.01%
207,690
-17,667