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
2201
$3.1M ﹤0.01%
245,897
+74,597
2202
$3.08M ﹤0.01%
398,676
-738
2203
$3.08M ﹤0.01%
59,410
2204
$3.08M ﹤0.01%
137,447
-455
2205
$3.07M ﹤0.01%
625,553
+1,995
2206
$3.07M ﹤0.01%
68,797
-3,880
2207
$3.07M ﹤0.01%
+180,114
2208
$3.06M ﹤0.01%
72,535
-6,633
2209
$3.06M ﹤0.01%
118,619
+26,501
2210
$3.06M ﹤0.01%
159,464
+143,150
2211
$3.06M ﹤0.01%
77,691
-22,877
2212
$3.06M ﹤0.01%
245,000
+35,000
2213
$3.06M ﹤0.01%
92,629
+22,200
2214
$3.05M ﹤0.01%
63,502
-30,947
2215
$3.04M ﹤0.01%
416,720
+77,111
2216
$3.04M ﹤0.01%
+437,300
2217
$3.04M ﹤0.01%
1,112,576
-333,485
2218
$3.03M ﹤0.01%
52,567
-491
2219
$3.03M ﹤0.01%
27,459
-11,004
2220
$3.03M ﹤0.01%
72,079
-3,551
2221
$3.03M ﹤0.01%
917,142
-597,956
2222
$3.02M ﹤0.01%
507,840
-57,488
2223
$3M ﹤0.01%
126,856
-9,415
2224
$3M ﹤0.01%
419,751
+134,047
2225
$3M ﹤0.01%
620,243
+68,710