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
1101
$16.7M 0.01%
290,627
+95,726
1102
$16.7M 0.01%
259,365
-1,375
1103
$16.7M 0.01%
275,157
+37,193
1104
$16.6M 0.01%
379,584
+533
1105
$16.6M 0.01%
1,205,825
-28,545
1106
$16.6M 0.01%
1,421,126
-120,560
1107
$16.6M 0.01%
356,242
+53,515
1108
$16.6M 0.01%
519,621
+10,614
1109
$16.6M 0.01%
461,729
-121,874
1110
$16.5M 0.01%
221,281
+119,345
1111
$16.5M 0.01%
186,032
-199,079
1112
$16.5M 0.01%
302,498
+75,687
1113
$16.5M 0.01%
360,261
+201,040
1114
$16.5M 0.01%
155,297
+21,671
1115
$16.5M 0.01%
341,445
+121,496
1116
$16.5M 0.01%
1,635,243
+133,200
1117
$16.5M 0.01%
241,180
-111,351
1118
$16.5M 0.01%
545,333
+376,352
1119
$16.4M 0.01%
193,051
+3,977
1120
$16.4M 0.01%
882,336
-87,583
1121
$16.4M 0.01%
5,533,690
+316,250
1122
$16.4M 0.01%
251,162
-20,861
1123
$16.4M 0.01%
985,934
-367,931
1124
$16.3M 0.01%
491,731
+4,607
1125
$16.3M 0.01%
492,541
+222,839