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
2626
$1.83M ﹤0.01%
291,714
+6,029
2627
$1.83M ﹤0.01%
167,599
-24,913
2628
$1.82M ﹤0.01%
846
-195
2629
$1.82M ﹤0.01%
68,945
+7,000
2630
$1.82M ﹤0.01%
104,289
+22,979
2631
$1.82M ﹤0.01%
46,084
+11,638
2632
$1.82M ﹤0.01%
112,615
+2,366
2633
$1.81M ﹤0.01%
55,410
+860
2634
$1.81M ﹤0.01%
81,600
+2,490
2635
$1.81M ﹤0.01%
+34,125
2636
$1.8M ﹤0.01%
+71,208
2637
$1.8M ﹤0.01%
+102,301
2638
$1.79M ﹤0.01%
31,293
+7,403
2639
$1.79M ﹤0.01%
141,428
+2,765
2640
$1.78M ﹤0.01%
+75,418
2641
$1.78M ﹤0.01%
54,855
+3,645
2642
$1.77M ﹤0.01%
+67,697
2643
$1.77M ﹤0.01%
75,546
+20,238
2644
$1.76M ﹤0.01%
59,527
-116,324
2645
$1.76M ﹤0.01%
32,184
+7,539
2646
$1.76M ﹤0.01%
123,155
+33,843
2647
$1.72M ﹤0.01%
+135,979
2648
$1.72M ﹤0.01%
41,393
+10,467
2649
$1.71M ﹤0.01%
57,162
+24,678
2650
$1.71M ﹤0.01%
45,507
+10,867