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
1951
$4.05M ﹤0.01%
50,240
+33,380
1952
$4.03M ﹤0.01%
98,590
+10,063
1953
$4.03M ﹤0.01%
46,770
-1,194
1954
$4.02M ﹤0.01%
272,827
+31,339
1955
$4M ﹤0.01%
233,183
+105,003
1956
$4M ﹤0.01%
184,565
-2,093
1957
$3.99M ﹤0.01%
271,244
+69,282
1958
$3.98M ﹤0.01%
82,424
+5,991
1959
$3.98M ﹤0.01%
69,075
+3,878
1960
$3.98M ﹤0.01%
28,811
+28,273
1961
$3.96M ﹤0.01%
102,780
+16,742
1962
$3.96M ﹤0.01%
185,185
+96,793
1963
$3.94M ﹤0.01%
89,569
-1,512,122
1964
$3.93M ﹤0.01%
108,562
+7,084
1965
$3.93M ﹤0.01%
+99,117
1966
$3.9M ﹤0.01%
195,707
-74,455
1967
$3.89M ﹤0.01%
206,908
+66,259
1968
$3.87M ﹤0.01%
52,917
+1,090
1969
$3.86M ﹤0.01%
167,874
+3,525
1970
$3.86M ﹤0.01%
176,772
-505,639
1971
$3.85M ﹤0.01%
224,694
+14,350
1972
$3.85M ﹤0.01%
240,305
+8,030
1973
$3.85M ﹤0.01%
370,950
+14,100
1974
$3.84M ﹤0.01%
110,468
-3,080
1975
$3.84M ﹤0.01%
67,934
-5,145