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
1126
$16.3M 0.01%
561,804
+36,352
1127
$16.2M 0.01%
1,053,408
-366,120
1128
$16.2M 0.01%
295,796
+12,666
1129
$16.2M 0.01%
197,946
+2,124
1130
$16.2M 0.01%
212,394
+61,974
1131
$16.1M 0.01%
347,636
-5,375
1132
$16.1M 0.01%
441,932
-420,700
1133
$16.1M 0.01%
443,775
-24,729
1134
$16.1M 0.01%
+26,269
1135
$16.1M 0.01%
445,268
-1,221,265
1136
$15.9M 0.01%
413,488
+39,485
1137
$15.9M 0.01%
320,420
+57,665
1138
$15.9M 0.01%
349,146
+130,643
1139
$15.9M 0.01%
24,221
-2,707
1140
$15.9M 0.01%
242,785
-62,669
1141
$15.9M 0.01%
479,862
+52,960
1142
$15.9M 0.01%
55,482
-2,342
1143
$15.8M 0.01%
2,082,945
+552,015
1144
$15.8M 0.01%
119,435
+58,850
1145
$15.7M 0.01%
709,546
+86,249
1146
$15.7M 0.01%
15,530
+700
1147
$15.6M 0.01%
13,313
+186
1148
$15.6M 0.01%
593,680
-34,709
1149
$15.6M 0.01%
610,999
+74,788
1150
$15.6M 0.01%
59,194
-4,974