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
$168B
AUM Growth
-$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,110
New
Increased
Reduced
Closed

Top Buys

1 +$346M
2 +$321M
3 +$240M
4
AVGO icon
Broadcom
AVGO
+$240M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$207M

Top Sells

1 +$595M
2 +$405M
3 +$344M
4
SWKS icon
Skyworks Solutions
SWKS
+$312M
5
META icon
Meta Platforms (Facebook)
META
+$271M

Sector Composition

1 Technology 15.22%
2 Healthcare 14.31%
3 Financials 12.81%
4 Consumer Discretionary 9.39%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$3.1M ﹤0.01%
+99,610
2152
$3.1M ﹤0.01%
59,410
2153
$3.09M ﹤0.01%
23,098
-6,223
2154
$3.06M ﹤0.01%
150,168
-51,898
2155
$3.02M ﹤0.01%
59,146
-361,502
2156
$3.02M ﹤0.01%
383,217
+40
2157
$3.01M ﹤0.01%
97,016
-287,605
2158
$2.99M ﹤0.01%
49,720
-511
2159
$2.99M ﹤0.01%
82,011
+2,060
2160
$2.98M ﹤0.01%
153,241
+1,547
2161
$2.97M ﹤0.01%
280,574
+157,997
2162
$2.97M ﹤0.01%
90,506
-96,168
2163
$2.97M ﹤0.01%
180,440
-27,655
2164
$2.96M ﹤0.01%
167,430
+148,597
2165
$2.95M ﹤0.01%
88,620
-111,000
2166
$2.94M ﹤0.01%
+84,852
2167
$2.93M ﹤0.01%
113,505
+12,063
2168
$2.92M ﹤0.01%
153,934
+16,234
2169
$2.92M ﹤0.01%
120,339
+2,506
2170
$2.91M ﹤0.01%
131,882
+863
2171
$2.91M ﹤0.01%
416,477
-90,920
2172
$2.91M ﹤0.01%
40,069
+17,393
2173
$2.91M ﹤0.01%
229,579
+35,942
2174
$2.9M ﹤0.01%
991,655
-349,119
2175
$2.89M ﹤0.01%
153,964
+3,631