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
3276
$354K ﹤0.01%
+14,681
3277
$353K ﹤0.01%
13,572
+298
3278
$353K ﹤0.01%
+13,938
3279
$352K ﹤0.01%
17,320
-2,981
3280
$352K ﹤0.01%
12,017
+65
3281
$350K ﹤0.01%
11,185
-9,721
3282
$350K ﹤0.01%
155,552
+32,821
3283
$348K ﹤0.01%
11,787
-24,199
3284
$347K ﹤0.01%
3,779
-4,036
3285
$344K ﹤0.01%
22,604
+2,755
3286
$343K ﹤0.01%
50,076
-4,083
3287
$343K ﹤0.01%
6,343
-1,434
3288
$339K ﹤0.01%
12,015
+1,575
3289
$339K ﹤0.01%
+14,123
3290
$338K ﹤0.01%
+15,089
3291
$338K ﹤0.01%
+13,892
3292
$338K ﹤0.01%
99,486
-929
3293
$337K ﹤0.01%
8,129
+173
3294
$337K ﹤0.01%
18,008
+3,878
3295
$336K ﹤0.01%
16,298
+2,333
3296
$335K ﹤0.01%
11,631
+502
3297
$334K ﹤0.01%
5,890
3298
$332K ﹤0.01%
12,781
+543
3299
$332K ﹤0.01%
13,899
+900
3300
$329K ﹤0.01%
9,122
+20