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
$178B
AUM Growth
+$7.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$407M
2 +$333M
3 +$267M
4
AMT icon
American Tower
AMT
+$219M
5
META icon
Meta Platforms (Facebook)
META
+$214M

Top Sells

1 +$508M
2 +$400M
3 +$329M
4
V icon
Visa
V
+$310M
5
EA icon
Electronic Arts
EA
+$251M

Sector Composition

1 Technology 15.65%
2 Healthcare 13.59%
3 Financials 13.2%
4 Consumer Discretionary 9.2%
5 Industrials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$12.3M 0.01%
374,093
-23,787
1252
$12.3M 0.01%
129,816
-77,537
1253
$12.3M 0.01%
338,777
+22,466
1254
$12.3M 0.01%
187,843
-21,916
1255
$12.3M 0.01%
321,260
+46,426
1256
$12.2M 0.01%
246,827
+133,639
1257
$12.2M 0.01%
669,346
+29,442
1258
$12.2M 0.01%
215,612
+60,166
1259
$12.2M 0.01%
144,232
+78,606
1260
$12.2M 0.01%
230,181
-164,279
1261
$12.2M 0.01%
1,399,868
+283,223
1262
$12.1M 0.01%
78,771
-44,369
1263
$12.1M 0.01%
534,187
-230,953
1264
$12.1M 0.01%
232,974
-1,275
1265
$12.1M 0.01%
994,036
+350,737
1266
$12.1M 0.01%
2,565,756
+244,922
1267
$12.1M 0.01%
319,894
-154,691
1268
$12M 0.01%
233,866
-1,987
1269
$12M 0.01%
986,918
-60,790
1270
$12M 0.01%
904,920
+822,695
1271
$12M 0.01%
337,500
-149,435
1272
$12M 0.01%
80,678
-56,796
1273
$12M 0.01%
196,779
+6,725
1274
$12M 0.01%
1,103,699
+269,973
1275
$12M 0.01%
414,404
-82,839