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
2351
$1.7M ﹤0.01%
+75,045
2352
$1.69M ﹤0.01%
27,201
-12,370
2353
$1.69M ﹤0.01%
+34,425
2354
$1.69M ﹤0.01%
87,134
-24,161
2355
$1.68M ﹤0.01%
1,243,060
+234,950
2356
$1.68M ﹤0.01%
89,452
-2,700
2357
$1.68M ﹤0.01%
31,674
-1,527
2358
$1.68M ﹤0.01%
63,600
+570
2359
$1.66M ﹤0.01%
206,451
+6,365
2360
$1.66M ﹤0.01%
34,596
+10,824
2361
$1.66M ﹤0.01%
106,541
2362
$1.65M ﹤0.01%
47,879
+46,516
2363
$1.65M ﹤0.01%
50,994
-43,922
2364
$1.65M ﹤0.01%
21,194
+1,554
2365
$1.64M ﹤0.01%
68,642
+27,170
2366
$1.64M ﹤0.01%
250,169
-17,835
2367
$1.64M ﹤0.01%
101,861
-26,761
2368
$1.63M ﹤0.01%
132,267
-600
2369
$1.63M ﹤0.01%
75,337
+2,449
2370
$1.62M ﹤0.01%
56,181
+3,516
2371
$1.59M ﹤0.01%
110,644
+3,490
2372
$1.59M ﹤0.01%
+76,310
2373
$1.58M ﹤0.01%
+45,810
2374
$1.58M ﹤0.01%
119,571
-12,222
2375
$1.57M ﹤0.01%
21,239
+684