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
1401
$11.3M 0.01%
163,776
-12,221
1402
$11.3M 0.01%
304,111
-470,232
1403
$11.3M 0.01%
91,024
-11,944
1404
$11.3M 0.01%
104,803
-17,659
1405
$11.3M 0.01%
256,515
+32,798
1406
$11.3M 0.01%
415,516
-18,180
1407
$11.2M 0.01%
298,787
+30,715
1408
$11.2M 0.01%
194,726
+15,028
1409
$11.2M 0.01%
212,091
+93,303
1410
$11.2M 0.01%
262,883
+88,500
1411
$11.2M 0.01%
275,847
+43,079
1412
$11.2M 0.01%
486,114
+44,529
1413
$11.1M 0.01%
557,395
-81,117
1414
$11.1M 0.01%
116,618
-168
1415
$11.1M 0.01%
1,648,340
-114,283
1416
$11.1M 0.01%
252,931
+29,206
1417
$11.1M 0.01%
279,932
-4,616,968
1418
$11M 0.01%
129,481
+60,163
1419
$11M 0.01%
375,380
-29,512
1420
$11M 0.01%
407,706
-100,520
1421
$11M 0.01%
278,450
-4,652
1422
$11M 0.01%
318,497
+15,518
1423
$11M 0.01%
46,050
-12,904
1424
$11M 0.01%
1,437,681
-9,500
1425
$11M 0.01%
186,950
+76,646