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
1276
$12M 0.01%
382,545
-3,220
1277
$11.9M 0.01%
366,939
-26,731
1278
$11.9M 0.01%
543,835
-6,276
1279
$11.9M 0.01%
141,191
+89,928
1280
$11.9M 0.01%
682,283
-62,286
1281
$11.9M 0.01%
535,106
-94,696
1282
$11.8M 0.01%
123,453
-19,339
1283
$11.8M 0.01%
198,576
-33,308
1284
$11.8M 0.01%
232,070
+8,197
1285
$11.8M 0.01%
1,338,416
+139,400
1286
$11.8M 0.01%
195,828
+2,545
1287
$11.8M 0.01%
465,334
-21,969
1288
$11.7M 0.01%
424,774
-153,827
1289
$11.7M 0.01%
45,366
+1,435
1290
$11.7M 0.01%
392,292
+1,424
1291
$11.7M 0.01%
827,748
+124,101
1292
$11.7M 0.01%
541,712
+209,587
1293
$11.7M 0.01%
506,497
+9,605
1294
$11.6M 0.01%
215,314
+28,347
1295
$11.6M 0.01%
121,710
-16,609
1296
$11.6M 0.01%
532,164
-15,614
1297
$11.6M 0.01%
189,601
+6,215
1298
$11.6M 0.01%
335,142
-37,672
1299
$11.6M 0.01%
247,664
-1,008
1300
$11.5M 0.01%
442,004
+117,131