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Ameriprise

Ameriprise Portfolio holdings

AUM $431B
1-Year Est. Return 30.59%
 

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
+30.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,166
New
Increased
Reduced
Closed

Top Buys

1 +$650M
2 +$468M
3 +$458M
4
CVX icon
Chevron
CVX
+$410M
5
WIX icon
WIX.com
WIX
+$392M

Top Sells

1 +$836M
2 +$727M
3 +$563M
4
AVGO icon
Broadcom
AVGO
+$549M
5
LRCX icon
Lam Research
LRCX
+$543M

Sector Composition

1 Technology 25.79%
2 Financials 11.49%
3 Industrials 8.18%
4 Healthcare 7.38%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$7.64M ﹤0.01%
260,871
+78,545
2052
$7.64M ﹤0.01%
277,091
-6,234
2053
$7.62M ﹤0.01%
411,938
+64,868
2054
$7.61M ﹤0.01%
248,025
-38,057
2055
$7.6M ﹤0.01%
24,423
-45,174
2056
$7.6M ﹤0.01%
52,889
-7,761
2057
$7.59M ﹤0.01%
156,016
-3,525
2058
$7.59M ﹤0.01%
209,213
-7,949
2059
$7.58M ﹤0.01%
+299,501
2060
$7.56M ﹤0.01%
80,646
-69,546
2061
$7.54M ﹤0.01%
122,378
-16,263
2062
$7.53M ﹤0.01%
216,988
-91,138
2063
$7.5M ﹤0.01%
124,503
-29,786
2064
$7.49M ﹤0.01%
4,767,833
+1,918,091
2065
$7.48M ﹤0.01%
155,216
+27,622
2066
$7.46M ﹤0.01%
763,764
+44,564
2067
$7.46M ﹤0.01%
366,838
-82,233
2068
$7.44M ﹤0.01%
307,562
-40,321
2069
$7.43M ﹤0.01%
209,728
+13,426
2070
$7.43M ﹤0.01%
170,634
-35,439
2071
$7.41M ﹤0.01%
102,458
-11,528
2072
$7.38M ﹤0.01%
128,370
+19,086
2073
$7.37M ﹤0.01%
270,352
+170,240
2074
$7.36M ﹤0.01%
250,084
-3,881
2075
$7.36M ﹤0.01%
472,543
+79,103