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
$178B
AUM Growth
+$7.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$407M
2 +$333M
3 +$267M
4
AMT icon
American Tower
AMT
+$219M
5
META icon
Meta Platforms (Facebook)
META
+$214M

Top Sells

1 +$508M
2 +$400M
3 +$329M
4
V icon
Visa
V
+$310M
5
EA icon
Electronic Arts
EA
+$251M

Sector Composition

1 Technology 15.65%
2 Healthcare 13.59%
3 Financials 13.2%
4 Consumer Discretionary 9.2%
5 Industrials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$6.14M ﹤0.01%
160,606
+144,864
1752
$6.11M ﹤0.01%
672,600
-15,100
1753
$6.11M ﹤0.01%
243,447
+27,212
1754
$6.11M ﹤0.01%
304,255
-84,121
1755
$6.1M ﹤0.01%
240,143
-20,197
1756
$6.09M ﹤0.01%
135,454
+67,890
1757
$6.08M ﹤0.01%
+95,475
1758
$6.07M ﹤0.01%
400,790
+52,342
1759
$6.06M ﹤0.01%
102,143
-63,640
1760
$6.05M ﹤0.01%
262,085
-8,373
1761
$6.05M ﹤0.01%
266,178
-8,779
1762
$6.05M ﹤0.01%
287,499
-178,396
1763
$6.02M ﹤0.01%
94,877
+4,220
1764
$6.01M ﹤0.01%
212,515
-8,779
1765
$6M ﹤0.01%
254,108
+15,880
1766
$5.99M ﹤0.01%
519,045
-446,649
1767
$5.99M ﹤0.01%
63,398
-7,576
1768
$5.98M ﹤0.01%
191,267
+103,197
1769
$5.98M ﹤0.01%
156,236
-7,715
1770
$5.98M ﹤0.01%
278,973
-23,417
1771
$5.98M ﹤0.01%
415,524
+42,644
1772
$5.96M ﹤0.01%
465,652
+35
1773
$5.96M ﹤0.01%
739,963
-197,190
1774
$5.95M ﹤0.01%
171,599
+25,926
1775
$5.95M ﹤0.01%
581,827
+260,846