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
3426
$228K ﹤0.01%
+5,844
3427
$228K ﹤0.01%
+6,994
3428
$228K ﹤0.01%
+14,962
3429
$228K ﹤0.01%
+4,386
3430
$226K ﹤0.01%
+5,246
3431
$226K ﹤0.01%
+3,788
3432
$226K ﹤0.01%
+4,408
3433
$226K ﹤0.01%
9,750
+830
3434
$225K ﹤0.01%
+12,393
3435
$224K ﹤0.01%
4,988
-28,144
3436
$224K ﹤0.01%
15,677
+54
3437
$224K ﹤0.01%
8,102
-1,426
3438
$223K ﹤0.01%
+7,475
3439
$223K ﹤0.01%
+11,953
3440
$222K ﹤0.01%
4,513
-320
3441
$220K ﹤0.01%
1,519
+242
3442
$220K ﹤0.01%
+9,717
3443
$219K ﹤0.01%
+5,906
3444
$219K ﹤0.01%
+3,754
3445
$219K ﹤0.01%
7,900
+26
3446
$218K ﹤0.01%
+4,476
3447
$218K ﹤0.01%
+9,263
3448
$218K ﹤0.01%
8,474
-1,563
3449
$217K ﹤0.01%
64,991
+4,877
3450
$217K ﹤0.01%
+8,621