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
3526
$136K ﹤0.01%
+5,333
3527
$133K ﹤0.01%
11,000
-1,200
3528
$132K ﹤0.01%
+1,043
3529
$131K ﹤0.01%
11,233
3530
$130K ﹤0.01%
+11,579
3531
$126K ﹤0.01%
13,040
+2,200
3532
$124K ﹤0.01%
12,591
+1,295
3533
$123K ﹤0.01%
11,561
-1,810
3534
$115K ﹤0.01%
13,279
+898
3535
$114K ﹤0.01%
+11,136
3536
$113K ﹤0.01%
+13,812
3537
$113K ﹤0.01%
306,500
3538
$111K ﹤0.01%
57,473
+12,320
3539
$110K ﹤0.01%
+16,365
3540
$106K ﹤0.01%
15,837
3541
$106K ﹤0.01%
3,894
+611
3542
$103K ﹤0.01%
18,390
-250
3543
$101K ﹤0.01%
40,925
3544
$98K ﹤0.01%
10,029
-680
3545
$95K ﹤0.01%
13,100
3546
$92K ﹤0.01%
8,486
+317
3547
$92K ﹤0.01%
+28,810
3548
$90K ﹤0.01%
897
-107
3549
$89K ﹤0.01%
8,487
+2,368
3550
$89K ﹤0.01%
12,082
+370