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
2576
$1.99M ﹤0.01%
42,924
+14,051
2577
$1.99M ﹤0.01%
266,370
+58,584
2578
$1.98M ﹤0.01%
120,715
+2,323
2579
$1.98M ﹤0.01%
33,380
+30,364
2580
$1.97M ﹤0.01%
39,669
+4,263
2581
$1.97M ﹤0.01%
422,288
-16,331
2582
$1.97M ﹤0.01%
82,148
+11,125
2583
$1.96M ﹤0.01%
92,391
-29,374
2584
$1.96M ﹤0.01%
38,029
+3,978
2585
$1.96M ﹤0.01%
+152,972
2586
$1.96M ﹤0.01%
+71,039
2587
$1.96M ﹤0.01%
124,847
+12,400
2588
$1.94M ﹤0.01%
12,692
-368
2589
$1.94M ﹤0.01%
136,572
+70,464
2590
$1.94M ﹤0.01%
84,803
+22,704
2591
$1.94M ﹤0.01%
44,652
-43,691
2592
$1.93M ﹤0.01%
13,632
-9,743
2593
$1.93M ﹤0.01%
195,770
-15,342
2594
$1.93M ﹤0.01%
62,299
-13,860
2595
$1.93M ﹤0.01%
171,300
+157,100
2596
$1.93M ﹤0.01%
+125,000
2597
$1.92M ﹤0.01%
74,226
+20,730
2598
$1.92M ﹤0.01%
50,499
+42,468
2599
$1.91M ﹤0.01%
+41,983
2600
$1.91M ﹤0.01%
257,160
+31,291