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
1151
$15.5M 0.01%
411,530
+80,628
1152
$15.5M 0.01%
208,184
-24,488
1153
$15.5M 0.01%
662,586
-92,546
1154
$15.5M 0.01%
453,067
-271,614
1155
$15.4M 0.01%
150,830
+23,002
1156
$15.4M 0.01%
657,237
+26,373
1157
$15.4M 0.01%
446,293
-150,434
1158
$15.4M 0.01%
848,358
+20,942
1159
$15.3M 0.01%
437,918
-144,813
1160
$15.3M 0.01%
717,923
-131,903
1161
$15.3M 0.01%
260,088
-11,637
1162
$15.3M 0.01%
269,055
+180,535
1163
$15.3M 0.01%
120,500
-924
1164
$15.3M 0.01%
359,198
+70,986
1165
$15.3M 0.01%
2,317,635
+3,200
1166
$15.3M 0.01%
972,937
+18,719
1167
$15.3M 0.01%
280,492
+5,285
1168
$15.2M 0.01%
270,753
+15,756
1169
$15.2M 0.01%
123,197
+1,010
1170
$15.2M 0.01%
648,913
+201,930
1171
$15.2M 0.01%
533,299
+26,357
1172
$15.2M 0.01%
208,586
-1,689
1173
$15.2M 0.01%
933,526
+139,929
1174
$15.2M 0.01%
703,879
+350,194
1175
$15.1M 0.01%
407,128
+44,550