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
1551
$9.5M 0.01%
370,047
+115,813
1552
$9.49M 0.01%
104,498
+1,459
1553
$9.46M 0.01%
839,651
-119,930
1554
$9.45M 0.01%
289,068
-131,216
1555
$9.45M 0.01%
238,479
-2,903
1556
$9.44M 0.01%
+380,274
1557
$9.43M 0.01%
174,382
+3,801
1558
$9.41M 0.01%
1,083,655
-728,850
1559
$9.38M 0.01%
227,468
+1,832
1560
$9.36M 0.01%
238,397
-89,466
1561
$9.36M 0.01%
211,290
+123,480
1562
$9.35M 0.01%
391,668
+85,195
1563
$9.34M 0.01%
168,603
+41,447
1564
$9.34M 0.01%
150,200
-106,527
1565
$9.31M 0.01%
457,982
+67,437
1566
$9.31M 0.01%
133,281
+9,389
1567
$9.3M 0.01%
132,271
-125,550
1568
$9.29M 0.01%
565,542
-4,348,244
1569
$9.29M 0.01%
305,419
+31,641
1570
$9.29M 0.01%
329,325
+4,100
1571
$9.28M 0.01%
144,781
-96,628
1572
$9.27M 0.01%
242,269
-59,242
1573
$9.24M 0.01%
360,951
+135,713
1574
$9.23M 0.01%
+350,012
1575
$9.19M 0.01%
484,098
+55,363