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
$174B
AUM Growth
+$2.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,152
New
Increased
Reduced
Closed

Top Buys

1 +$1.57B
2 +$638M
3 +$515M
4
BABA icon
Alibaba
BABA
+$372M
5
MBLY
Mobileye N.V.
MBLY
+$360M

Top Sells

1 +$951M
2 +$786M
3 +$580M
4
IYW icon
iShares US Technology ETF
IYW
+$570M
5
FAST icon
Fastenal
FAST
+$475M

Sector Composition

1 Technology 14.58%
2 Healthcare 14.51%
3 Financials 13.23%
4 Consumer Discretionary 9.78%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$3.22M ﹤0.01%
67,845
+3,403
2202
$3.2M ﹤0.01%
+65,000
2203
$3.2M ﹤0.01%
66,575
+50,025
2204
$3.2M ﹤0.01%
163,881
+106,294
2205
$3.19M ﹤0.01%
415,945
+389,918
2206
$3.19M ﹤0.01%
58,284
+3,021
2207
$3.18M ﹤0.01%
85,446
-470,596
2208
$3.18M ﹤0.01%
167,583
+33,941
2209
$3.18M ﹤0.01%
102,955
+18,780
2210
$3.15M ﹤0.01%
130,027
+5,901
2211
$3.15M ﹤0.01%
121,830
+2,500
2212
$3.15M ﹤0.01%
+58,911
2213
$3.14M ﹤0.01%
118,601
+6,878
2214
$3.14M ﹤0.01%
23,375
+274
2215
$3.14M ﹤0.01%
59,410
+9,400
2216
$3.13M ﹤0.01%
66,945
-16,632
2217
$3.13M ﹤0.01%
215,119
+41,490
2218
$3.12M ﹤0.01%
50,300
+25,546
2219
$3.12M ﹤0.01%
421,088
+20,455
2220
$3.12M ﹤0.01%
65,760
+32,334
2221
$3.1M ﹤0.01%
136,164
+93
2222
$3.1M ﹤0.01%
281,688
-67,526
2223
$3.1M ﹤0.01%
57,583
-2,182
2224
$3.1M ﹤0.01%
352,969
-121,756
2225
$3.09M ﹤0.01%
443,057
+22,070