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
1526
$9.82M 0.01%
258,784
+8,610
1527
$9.79M 0.01%
+526,074
1528
$9.76M 0.01%
145,959
+7,630
1529
$9.75M 0.01%
+900,425
1530
$9.74M 0.01%
388,661
+21,276
1531
$9.72M 0.01%
1,406,270
+586,760
1532
$9.72M 0.01%
936,596
-656
1533
$9.68M 0.01%
341,488
+75,170
1534
$9.67M 0.01%
91,113
+31,255
1535
$9.66M 0.01%
2,201,227
-290,593
1536
$9.66M 0.01%
239,876
-248,434
1537
$9.66M 0.01%
128,389
+24,784
1538
$9.64M 0.01%
593,024
+24,756
1539
$9.62M 0.01%
515,203
+19,813
1540
$9.62M 0.01%
146,325
-80,300
1541
$9.6M 0.01%
68,871
+13,078
1542
$9.59M 0.01%
94,540
-13,630
1543
$9.58M 0.01%
733,232
+170,190
1544
$9.56M 0.01%
150,669
+33,017
1545
$9.54M 0.01%
13,344
-234
1546
$9.53M 0.01%
240,598
-149,111
1547
$9.52M 0.01%
416,366
-68,809
1548
$9.52M 0.01%
675,048
-148,393
1549
$9.51M 0.01%
404,103
+9,052
1550
$9.5M 0.01%
201,286
+62,745