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
3026
$423K ﹤0.01%
13,290
+510
3027
$423K ﹤0.01%
35,739
-1,328
3028
$422K ﹤0.01%
11,269
+619
3029
$420K ﹤0.01%
4,587
+511
3030
$418K ﹤0.01%
18,084
3031
$417K ﹤0.01%
12,093
+1,989
3032
$417K ﹤0.01%
363,008
+16,595
3033
$416K ﹤0.01%
+16,739
3034
$416K ﹤0.01%
16,496
+4,364
3035
$416K ﹤0.01%
20,162
-8,481
3036
$416K ﹤0.01%
35,213
+1,976
3037
$413K ﹤0.01%
72,914
-4,382
3038
$411K ﹤0.01%
+27,070
3039
$410K ﹤0.01%
25,758
+813
3040
$405K ﹤0.01%
+29,292
3041
$399K ﹤0.01%
10,506
+293
3042
$399K ﹤0.01%
+15,786
3043
$398K ﹤0.01%
93,138
+15,800
3044
$392K ﹤0.01%
85,170
-125,096
3045
$392K ﹤0.01%
15,826
-5,039
3046
$391K ﹤0.01%
24,612
+7,100
3047
$387K ﹤0.01%
7,862
+3,261
3048
$386K ﹤0.01%
14,222
-869
3049
$385K ﹤0.01%
35,080
+4,678
3050
$384K ﹤0.01%
+27,957