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
3551
$87K ﹤0.01%
12,710
3552
$86K ﹤0.01%
18,912
-1,926
3553
$86K ﹤0.01%
+13,445
3554
$85K ﹤0.01%
98
+27
3555
$83K ﹤0.01%
+11,504
3556
$82K ﹤0.01%
10,122
-992
3557
$79K ﹤0.01%
16,524
-19,929
3558
$78K ﹤0.01%
+10,135
3559
$78K ﹤0.01%
4,877
+183
3560
$76K ﹤0.01%
1,295
-228
3561
$72K ﹤0.01%
13,885
3562
$72K ﹤0.01%
10,080
3563
$66K ﹤0.01%
2,204
+229
3564
$66K ﹤0.01%
+10,721
3565
$63K ﹤0.01%
+2,232
3566
$62K ﹤0.01%
23,295
+3,860
3567
$62K ﹤0.01%
36,250
-960
3568
$60K ﹤0.01%
11,000
-14,900
3569
$59K ﹤0.01%
2,000
-2,000
3570
$58K ﹤0.01%
+10,102
3571
$57K ﹤0.01%
+10,605
3572
$57K ﹤0.01%
13,581
-2,399
3573
$53K ﹤0.01%
+10,605
3574
$53K ﹤0.01%
12,112
3575
$53K ﹤0.01%
10,630
-660