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
2801
$1.25M ﹤0.01%
+51,343
2802
$1.25M ﹤0.01%
289
+8
2803
$1.25M ﹤0.01%
+48,604
2804
$1.25M ﹤0.01%
55,821
+8,499
2805
$1.25M ﹤0.01%
48,677
+14,258
2806
$1.24M ﹤0.01%
+47,352
2807
$1.24M ﹤0.01%
+50,221
2808
$1.24M ﹤0.01%
57,129
-150,584
2809
$1.23M ﹤0.01%
37,799
+3,984
2810
$1.23M ﹤0.01%
57,924
+3,743
2811
$1.23M ﹤0.01%
35,361
-25,564
2812
$1.23M ﹤0.01%
56,360
+3,620
2813
$1.22M ﹤0.01%
34,722
+2,896
2814
$1.22M ﹤0.01%
85,977
+1,821
2815
$1.22M ﹤0.01%
29,695
+10,470
2816
$1.22M ﹤0.01%
49,428
+6,724
2817
$1.22M ﹤0.01%
+48,475
2818
$1.22M ﹤0.01%
100,380
+3,410
2819
$1.22M ﹤0.01%
34,298
+1,436
2820
$1.22M ﹤0.01%
232,370
-47,200
2821
$1.21M ﹤0.01%
78,100
+1,879
2822
$1.21M ﹤0.01%
177,038
+2,642
2823
$1.21M ﹤0.01%
34,024
+21,280
2824
$1.21M ﹤0.01%
+24,740
2825
$1.2M ﹤0.01%
71,949
-4,417