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
3251
$381K ﹤0.01%
53,833
+7,278
3252
$381K ﹤0.01%
17,320
+2,542
3253
$379K ﹤0.01%
4,768
-20,909
3254
$376K ﹤0.01%
+14,998
3255
$374K ﹤0.01%
9,559
-890,832
3256
$373K ﹤0.01%
8,921
+2,819
3257
$372K ﹤0.01%
17,104
+4,408
3258
$371K ﹤0.01%
11,812
+1,699
3259
$369K ﹤0.01%
11,887
+3,147
3260
$366K ﹤0.01%
+17,003
3261
$366K ﹤0.01%
+14,503
3262
$366K ﹤0.01%
+15,177
3263
$364K ﹤0.01%
13,679
+723
3264
$362K ﹤0.01%
16,798
+6,921
3265
$362K ﹤0.01%
237,851
+49,654
3266
$360K ﹤0.01%
14,102
+5,739
3267
$359K ﹤0.01%
23,336
-3,939
3268
$358K ﹤0.01%
1,649
+56
3269
$358K ﹤0.01%
40,738
+1,220
3270
$357K ﹤0.01%
16,276
+4,478
3271
$357K ﹤0.01%
+14,766
3272
$357K ﹤0.01%
+13,876
3273
$356K ﹤0.01%
+22,721
3274
$356K ﹤0.01%
22,846
+2,112
3275
$355K ﹤0.01%
11,343
+39