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
1626
$8.62M ﹤0.01%
103,561
+10,107
1627
$8.6M ﹤0.01%
158,074
+6,144
1628
$8.57M ﹤0.01%
468,608
-82,843
1629
$8.57M ﹤0.01%
82,391
-1,602
1630
$8.57M ﹤0.01%
301,447
+10,483
1631
$8.56M ﹤0.01%
74,200
-8,700
1632
$8.54M ﹤0.01%
30,975
-4,173
1633
$8.53M ﹤0.01%
293,469
-5,273
1634
$8.5M ﹤0.01%
662,803
+221,311
1635
$8.4M ﹤0.01%
67,897
+1,422
1636
$8.4M ﹤0.01%
323,047
+46,875
1637
$8.37M ﹤0.01%
74,588
+9,189
1638
$8.35M ﹤0.01%
225,414
+9,371
1639
$8.34M ﹤0.01%
776,607
-50,218
1640
$8.33M ﹤0.01%
162,107
+2,167
1641
$8.32M ﹤0.01%
396,481
+265,526
1642
$8.27M ﹤0.01%
353,891
+56,359
1643
$8.26M ﹤0.01%
410,543
-59,603
1644
$8.24M ﹤0.01%
158,731
+35,717
1645
$8.24M ﹤0.01%
461,850
+72,650
1646
$8.23M ﹤0.01%
+260,560
1647
$8.21M ﹤0.01%
185,687
+20,144
1648
$8.21M ﹤0.01%
152,315
-298
1649
$8.2M ﹤0.01%
465,841
+7,031
1650
$8.2M ﹤0.01%
410,066
-349,411