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
976
$19.9M 0.01%
284,505
+18,871
977
$19.9M 0.01%
348,625
+49,418
978
$19.8M 0.01%
468,314
+37,833
979
$19.8M 0.01%
993,980
+45,686
980
$19.8M 0.01%
660,575
+106,370
981
$19.8M 0.01%
382,036
+2,111
982
$19.8M 0.01%
685,656
-282,848
983
$19.8M 0.01%
130,216
+65,900
984
$19.8M 0.01%
564,947
+33,444
985
$19.7M 0.01%
349,340
-17,206
986
$19.6M 0.01%
2,034,258
-126,298
987
$19.6M 0.01%
1,204,389
-163,548
988
$19.6M 0.01%
910,743
-83,620
989
$19.6M 0.01%
608,280
+534,261
990
$19.6M 0.01%
685,304
+57,339
991
$19.5M 0.01%
1,163,572
+50,305
992
$19.5M 0.01%
217,275
-7,099
993
$19.4M 0.01%
321,441
-286,794
994
$19.4M 0.01%
595,721
+292,058
995
$19.4M 0.01%
38,580
+3,548
996
$19.4M 0.01%
471,159
-248,720
997
$19.2M 0.01%
388,663
-178,664
998
$19.2M 0.01%
331,663
-463,457
999
$19.1M 0.01%
534,883
-101,861
1000
$19.1M 0.01%
735,150
+66,065