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
1576
$9.18M 0.01%
168,007
-59,784
1577
$9.14M 0.01%
262,002
-11,790
1578
$9.13M 0.01%
315,770
-90
1579
$9.13M 0.01%
276,006
-35,780
1580
$9.13M 0.01%
146,656
-33,506
1581
$9.1M 0.01%
248,190
-40,859
1582
$9.1M 0.01%
354,120
+6,560
1583
$9.09M 0.01%
230,712
+1,469
1584
$9.08M 0.01%
103,358
-155,694
1585
$9.08M 0.01%
263,951
+59,223
1586
$9.07M 0.01%
223,964
+73,168
1587
$9.04M 0.01%
559,642
+33,492
1588
$9.04M 0.01%
383,938
+7,870
1589
$9.01M 0.01%
81,388
+1,537
1590
$9.01M 0.01%
107,906
+10,030
1591
$9M 0.01%
488,383
-689
1592
$9M 0.01%
381,481
-89,991
1593
$8.99M 0.01%
314,396
+7,642
1594
$8.99M 0.01%
203,146
+20,866
1595
$8.98M 0.01%
225,819
-1,180
1596
$8.97M 0.01%
203,894
-20,957
1597
$8.96M 0.01%
440,060
+673
1598
$8.93M 0.01%
210,506
+8,384
1599
$8.93M 0.01%
817,470
+398,362
1600
$8.92M 0.01%
331,982
+148,781