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
3726
-76,148
3727
-4,691
3728
-850
3729
-39,890
3730
$0 ﹤0.01%
13,415
3731
-9,185
3732
-219,628
3733
-8,231
3734
-103,651
3735
-12,675
3736
-72,204
3737
-8,325
3738
-39,780
3739
-355,486
3740
-1,298
3741
-84,200
3742
0
3743
-12,474
3744
-19,605
3745
-118,065
3746
-17,024
3747
-8,500
3748
-42,919
3749
-114,001
3750
-11,599