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
3076
$622K ﹤0.01%
36,036
+9,960
3077
$622K ﹤0.01%
+43,810
3078
$622K ﹤0.01%
+28,549
3079
$619K ﹤0.01%
16,735
-72,563
3080
$618K ﹤0.01%
+23,617
3081
$617K ﹤0.01%
10,811
+924
3082
$615K ﹤0.01%
26,424
+2,136
3083
$612K ﹤0.01%
22,184
+5,175
3084
$611K ﹤0.01%
24,757
+9,973
3085
$606K ﹤0.01%
24,716
+15,336
3086
$605K ﹤0.01%
19,085
+9,643
3087
$604K ﹤0.01%
+48,062
3088
$603K ﹤0.01%
5,028
+2,054
3089
$603K ﹤0.01%
30,931
+3,854
3090
$601K ﹤0.01%
54,792
+1,012
3091
$601K ﹤0.01%
371,152
+2,559
3092
$599K ﹤0.01%
28,931
+47
3093
$598K ﹤0.01%
28,329
+7,759
3094
$596K ﹤0.01%
39,432
+3,623
3095
$594K ﹤0.01%
6,708
+4,099
3096
$593K ﹤0.01%
+24,191
3097
$591K ﹤0.01%
16,568
+548
3098
$584K ﹤0.01%
33,618
+15,960
3099
$584K ﹤0.01%
16,314
+7,719
3100
$583K ﹤0.01%
+25,160