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
$176B
AUM Growth
+$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,331
New
Increased
Reduced
Closed

Top Buys

1 +$940M
2 +$698M
3 +$501M
4
META icon
Meta Platforms (Facebook)
META
+$370M
5
ICE icon
Intercontinental Exchange
ICE
+$330M

Sector Composition

1 Healthcare 15.13%
2 Technology 14.76%
3 Financials 14.23%
4 Consumer Discretionary 9.46%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$2.16M ﹤0.01%
78,052
+17,900
2527
$2.16M ﹤0.01%
163,899
+4,685
2528
$2.15M ﹤0.01%
27,052
+8,229
2529
$2.15M ﹤0.01%
2,229
+543
2530
$2.15M ﹤0.01%
20,436
-76,838
2531
$2.15M ﹤0.01%
+179,844
2532
$2.14M ﹤0.01%
50,661
+19,567
2533
$2.14M ﹤0.01%
127,055
-8,167
2534
$2.14M ﹤0.01%
26,897
+3,266
2535
$2.13M ﹤0.01%
21,245
+160
2536
$2.13M ﹤0.01%
149,900
+41,960
2537
$2.13M ﹤0.01%
466,429
-49,762
2538
$2.13M ﹤0.01%
+45,308
2539
$2.12M ﹤0.01%
14,796
+753
2540
$2.12M ﹤0.01%
251,308
+64,413
2541
$2.12M ﹤0.01%
118,205
-67,130
2542
$2.12M ﹤0.01%
113,700
+101,136
2543
$2.12M ﹤0.01%
45,137
+14,533
2544
$2.11M ﹤0.01%
219,102
+1,309
2545
$2.11M ﹤0.01%
159,182
-8,806
2546
$2.1M ﹤0.01%
44,257
+5,335
2547
$2.1M ﹤0.01%
108,800
+17,253
2548
$2.09M ﹤0.01%
48,015
+4,627
2549
$2.09M ﹤0.01%
93,978
-97,619
2550
$2.08M ﹤0.01%
194,850