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
2776
$1.31M ﹤0.01%
48,507
-18
2777
$1.31M ﹤0.01%
54,321
-124,510
2778
$1.3M ﹤0.01%
71,810
-2,586
2779
$1.3M ﹤0.01%
+60,860
2780
$1.29M ﹤0.01%
119,528
+4,439
2781
$1.29M ﹤0.01%
65,252
-2,168
2782
$1.29M ﹤0.01%
57,002
+12,469
2783
$1.29M ﹤0.01%
27,796
-47,123
2784
$1.29M ﹤0.01%
6,487
+309
2785
$1.29M ﹤0.01%
100,197
+8,415
2786
$1.28M ﹤0.01%
12,224
+1,516
2787
$1.28M ﹤0.01%
35,286
+2,064
2788
$1.28M ﹤0.01%
+19,480
2789
$1.27M ﹤0.01%
+42,446
2790
$1.27M ﹤0.01%
49,772
-2,651
2791
$1.27M ﹤0.01%
92,369
-3,944
2792
$1.27M ﹤0.01%
30,994
-19,960
2793
$1.26M ﹤0.01%
+66,066
2794
$1.26M ﹤0.01%
+240,842
2795
$1.26M ﹤0.01%
95,554
+1,257
2796
$1.26M ﹤0.01%
60,718
+24,982
2797
$1.26M ﹤0.01%
51,673
+212
2798
$1.25M ﹤0.01%
+39,475
2799
$1.25M ﹤0.01%
43,512
+3,352
2800
$1.25M ﹤0.01%
41,723
+3,092