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
$178B
AUM Growth
+$7.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$407M
2 +$333M
3 +$267M
4
AMT icon
American Tower
AMT
+$219M
5
META icon
Meta Platforms (Facebook)
META
+$214M

Top Sells

1 +$508M
2 +$400M
3 +$329M
4
V icon
Visa
V
+$310M
5
EA icon
Electronic Arts
EA
+$251M

Sector Composition

1 Technology 15.65%
2 Healthcare 13.59%
3 Financials 13.2%
4 Consumer Discretionary 9.2%
5 Industrials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$1.69M ﹤0.01%
125,984
+56,353
2502
$1.68M ﹤0.01%
54,923
+7,177
2503
$1.68M ﹤0.01%
+46,273
2504
$1.67M ﹤0.01%
74,187
-28,853
2505
$1.66M ﹤0.01%
305,908
+10,484
2506
$1.66M ﹤0.01%
50,765
-13,551
2507
$1.66M ﹤0.01%
34,540
+748
2508
$1.66M ﹤0.01%
41,416
-6,593
2509
$1.65M ﹤0.01%
+32,498
2510
$1.65M ﹤0.01%
37,246
-930
2511
$1.65M ﹤0.01%
+69,382
2512
$1.64M ﹤0.01%
116,986
-112,633
2513
$1.64M ﹤0.01%
45,853
-7,217
2514
$1.64M ﹤0.01%
44,515
+2,210
2515
$1.64M ﹤0.01%
111,251
+15,661
2516
$1.64M ﹤0.01%
350,086
+55,017
2517
$1.64M ﹤0.01%
96,670
-8,569
2518
$1.63M ﹤0.01%
20,922
+2,822
2519
$1.63M ﹤0.01%
104,062
-55,081
2520
$1.63M ﹤0.01%
46,052
-108,050
2521
$1.62M ﹤0.01%
198,283
+2,240
2522
$1.62M ﹤0.01%
101,681
+243
2523
$1.62M ﹤0.01%
30,657
+8,628
2524
$1.62M ﹤0.01%
62,195
+3,483
2525
$1.62M ﹤0.01%
86,707
+37,441