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
1851
$5.27M ﹤0.01%
245,448
-26,444
1852
$5.26M ﹤0.01%
877,351
-33,700
1853
$5.25M ﹤0.01%
120,130
-26,982
1854
$5.25M ﹤0.01%
216,559
-9,919
1855
$5.24M ﹤0.01%
181,098
-52,139
1856
$5.24M ﹤0.01%
909,218
+61,400
1857
$5.23M ﹤0.01%
322,220
+71,125
1858
$5.23M ﹤0.01%
67,657
+8,441
1859
$5.23M ﹤0.01%
704,118
-235,573
1860
$5.22M ﹤0.01%
141,032
-3,994
1861
$5.21M ﹤0.01%
1,034,470
-336,778
1862
$5.2M ﹤0.01%
67,520
-54
1863
$5.2M ﹤0.01%
362,561
+72,839
1864
$5.19M ﹤0.01%
125,519
+1,366
1865
$5.14M ﹤0.01%
111,384
+2,874
1866
$5.12M ﹤0.01%
699,816
-1,088,239
1867
$5.12M ﹤0.01%
109,443
-58,564
1868
$5.11M ﹤0.01%
262,668
+80,888
1869
$5.11M ﹤0.01%
346,371
-293,411
1870
$5.11M ﹤0.01%
65,732
-516
1871
$5.1M ﹤0.01%
213,896
+24,639
1872
$5.1M ﹤0.01%
310,539
-79,483
1873
$5.09M ﹤0.01%
172,214
+10,999
1874
$5.08M ﹤0.01%
40,772
+5,330
1875
$5.07M ﹤0.01%
318,742
-7,155