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
2676
$1.64M ﹤0.01%
64,460
+53,301
2677
$1.63M ﹤0.01%
32,034
+15,083
2678
$1.63M ﹤0.01%
108,408
+10,403
2679
$1.62M ﹤0.01%
61,980
+13,751
2680
$1.61M ﹤0.01%
97,285
+25,216
2681
$1.61M ﹤0.01%
67,428
+4
2682
$1.61M ﹤0.01%
+38,895
2683
$1.6M ﹤0.01%
19,375
-6,403
2684
$1.6M ﹤0.01%
64,946
+7,761
2685
$1.6M ﹤0.01%
17,851
+6,173
2686
$1.6M ﹤0.01%
40,028
+2,851
2687
$1.59M ﹤0.01%
34,742
-7,824
2688
$1.59M ﹤0.01%
123,956
+3,536
2689
$1.59M ﹤0.01%
81,290
+13,390
2690
$1.58M ﹤0.01%
+8,939
2691
$1.58M ﹤0.01%
60,497
+14,664
2692
$1.58M ﹤0.01%
59,796
+4,338
2693
$1.58M ﹤0.01%
+103,674
2694
$1.58M ﹤0.01%
150,862
+42,960
2695
$1.57M ﹤0.01%
613,300
2696
$1.57M ﹤0.01%
30,783
+11,188
2697
$1.57M ﹤0.01%
133,554
+2,430
2698
$1.56M ﹤0.01%
59,502
+872
2699
$1.56M ﹤0.01%
79,307
-81,110
2700
$1.55M ﹤0.01%
101,430
-16,340