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
1226
$14.2M 0.01%
344,203
-186,135
1227
$14.2M 0.01%
39,750
-1,900
1228
$14.2M 0.01%
541,510
-302,309
1229
$14.2M 0.01%
51,871
+11,907
1230
$14.2M 0.01%
252,422
+242,865
1231
$14.1M 0.01%
144,864
+137,313
1232
$14.1M 0.01%
1,015,365
+30,945
1233
$14.1M 0.01%
291,795
+102,539
1234
$14.1M 0.01%
391,492
+9,420
1235
$14.1M 0.01%
176,090
-2,696
1236
$14.1M 0.01%
217,142
+4,018
1237
$14M 0.01%
238,019
+13,659
1238
$14M 0.01%
460,397
-63,404
1239
$14M 0.01%
311,837
+1,993
1240
$14M 0.01%
486,049
-741,387
1241
$14M 0.01%
361,824
-354
1242
$14M 0.01%
685,239
-1,191,587
1243
$14M 0.01%
656,474
+47,827
1244
$14M 0.01%
137,469
+70,262
1245
$14M 0.01%
360,076
+153,289
1246
$13.9M 0.01%
328,831
-23,005
1247
$13.9M 0.01%
857,487
+236,154
1248
$13.9M 0.01%
256,660
+129,425
1249
$13.9M 0.01%
213,124
+5,409
1250
$13.8M 0.01%
271,345
-5,047