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
1976
$4.39M ﹤0.01%
393,290
-118,743
1977
$4.38M ﹤0.01%
167,434
-79,291
1978
$4.38M ﹤0.01%
619,523
-201,102
1979
$4.38M ﹤0.01%
222,720
-72,664
1980
$4.38M ﹤0.01%
125,449
-48,568
1981
$4.36M ﹤0.01%
276,581
+122,935
1982
$4.36M ﹤0.01%
23,130
+6,956
1983
$4.35M ﹤0.01%
360,121
-60
1984
$4.32M ﹤0.01%
156,841
-66,928
1985
$4.31M ﹤0.01%
49,987
+7,144
1986
$4.3M ﹤0.01%
105,680
-2,787
1987
$4.29M ﹤0.01%
121,462
-4,949
1988
$4.29M ﹤0.01%
313,139
-9,523
1989
$4.29M ﹤0.01%
150,564
+1,055
1990
$4.27M ﹤0.01%
65,926
+7,276
1991
$4.27M ﹤0.01%
646,375
-130,232
1992
$4.27M ﹤0.01%
104,297
+559
1993
$4.26M ﹤0.01%
164,789
+66,541
1994
$4.25M ﹤0.01%
99,892
+4,487
1995
$4.25M ﹤0.01%
142,575
+3,157
1996
$4.24M ﹤0.01%
91,636
+682
1997
$4.24M ﹤0.01%
103,042
-19,664
1998
$4.24M ﹤0.01%
70,562
-2,702
1999
$4.24M ﹤0.01%
+87,320
2000
$4.22M ﹤0.01%
98,213
-4,247