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
2626
$1.3M ﹤0.01%
108,554
+3,930
2627
$1.3M ﹤0.01%
+51,291
2628
$1.3M ﹤0.01%
28,828
+1,792
2629
$1.3M ﹤0.01%
+90,666
2630
$1.3M ﹤0.01%
111,222
+7,755
2631
$1.3M ﹤0.01%
203,010
+3,010
2632
$1.29M ﹤0.01%
84,981
+17,610
2633
$1.29M ﹤0.01%
9,716
-7,050
2634
$1.29M ﹤0.01%
+64,621
2635
$1.29M ﹤0.01%
318,813
+9,582
2636
$1.28M ﹤0.01%
+31,354
2637
$1.28M ﹤0.01%
47,886
-7,836
2638
$1.28M ﹤0.01%
87,184
-30,179
2639
$1.27M ﹤0.01%
38,723
+25,532
2640
$1.27M ﹤0.01%
217,543
-9,960
2641
$1.27M ﹤0.01%
31,607
+8,157
2642
$1.27M ﹤0.01%
+89,681
2643
$1.27M ﹤0.01%
145,244
-3,413
2644
$1.26M ﹤0.01%
+96,905
2645
$1.26M ﹤0.01%
+31,693
2646
$1.26M ﹤0.01%
11,114
-3,041
2647
$1.26M ﹤0.01%
55,741
-1,231
2648
$1.26M ﹤0.01%
133,393
+2,464
2649
$1.26M ﹤0.01%
14,701
-2,313
2650
$1.25M ﹤0.01%
73,318
+5,025