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
1826
$5.03M ﹤0.01%
126,658
+2,190
1827
$5.02M ﹤0.01%
297,235
+119,215
1828
$5.01M ﹤0.01%
261,578
-180,796
1829
$5.01M ﹤0.01%
490,129
-13,316
1830
$5.01M ﹤0.01%
107,395
+1,050
1831
$5.01M ﹤0.01%
294,234
+474
1832
$5M ﹤0.01%
241,977
-38,033
1833
$5M ﹤0.01%
240,524
+200,035
1834
$5M ﹤0.01%
1,007,241
+301,567
1835
$5M ﹤0.01%
363,636
+5,580
1836
$4.99M ﹤0.01%
12,298
+312
1837
$4.97M ﹤0.01%
88,376
-66,993
1838
$4.97M ﹤0.01%
159,036
-374,675
1839
$4.97M ﹤0.01%
234,764
+8,617
1840
$4.97M ﹤0.01%
+83,142
1841
$4.96M ﹤0.01%
453,270
-47,407
1842
$4.96M ﹤0.01%
366,524
+29,630
1843
$4.95M ﹤0.01%
134,793
+33,135
1844
$4.94M ﹤0.01%
176,416
-821,023
1845
$4.92M ﹤0.01%
210,609
-135,618
1846
$4.89M ﹤0.01%
212,019
-2,577,802
1847
$4.88M ﹤0.01%
207,756
+8,022
1848
$4.88M ﹤0.01%
600,239
-6,559
1849
$4.88M ﹤0.01%
201,482
-251,441
1850
$4.88M ﹤0.01%
169,587
-13,838