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
$152B
AUM Growth
+$8.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,257
New
Increased
Reduced
Closed

Top Buys

1 +$268M
2 +$260M
3 +$245M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$240M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$238M

Top Sells

1 +$333M
2 +$295M
3 +$253M
4
NWSA
NEWS CORPORATION CL-A
NWSA
+$235M
5
YUM icon
Yum! Brands
YUM
+$219M

Sector Composition

1 Financials 14.61%
2 Technology 13.68%
3 Healthcare 11.9%
4 Industrials 11.1%
5 Consumer Discretionary 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$1.96M ﹤0.01%
47,813
+1,366
2302
$1.96M ﹤0.01%
300,920
+124,236
2303
$1.95M ﹤0.01%
94,546
+4,536
2304
$1.95M ﹤0.01%
259,610
-37,313
2305
$1.95M ﹤0.01%
129,518
-18,176
2306
$1.94M ﹤0.01%
7,101
+871
2307
$1.94M ﹤0.01%
228,433
-422,058
2308
$1.93M ﹤0.01%
125,337
-214,202
2309
$1.93M ﹤0.01%
51,118
-1,603,035
2310
$1.93M ﹤0.01%
97,200
+1,805
2311
$1.93M ﹤0.01%
50,022
2312
$1.92M ﹤0.01%
49,976
+2,310
2313
$1.92M ﹤0.01%
116,012
+113,725
2314
$1.92M ﹤0.01%
103,266
2315
$1.91M ﹤0.01%
45,940
+22,045
2316
$1.91M ﹤0.01%
93,052
+14,320
2317
$1.91M ﹤0.01%
82,273
+81,763
2318
$1.9M ﹤0.01%
37,064
+1,637
2319
$1.9M ﹤0.01%
127,181
-60,243
2320
$1.89M ﹤0.01%
83,720
-40,797
2321
$1.89M ﹤0.01%
155,547
+6,180
2322
$1.88M ﹤0.01%
183,223
-3,675
2323
$1.88M ﹤0.01%
42,623
-13,116
2324
$1.88M ﹤0.01%
41,549
+3,880
2325
$1.86M ﹤0.01%
78,978
-4,245