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
1901
$5.83M ﹤0.01%
138,111
+2,801
1902
$5.82M ﹤0.01%
432,281
+45,220
1903
$5.82M ﹤0.01%
389,050
+8,269
1904
$5.81M ﹤0.01%
378,752
+31,987
1905
$5.81M ﹤0.01%
569,423
-147,839
1906
$5.79M ﹤0.01%
82,555
+1,014
1907
$5.79M ﹤0.01%
136,079
+2,450
1908
$5.78M ﹤0.01%
108,467
-41,568
1909
$5.78M ﹤0.01%
488,708
-762,302
1910
$5.77M ﹤0.01%
137,982
+1,303
1911
$5.77M ﹤0.01%
177,240
+2,936
1912
$5.77M ﹤0.01%
301,123
-2,098
1913
$5.75M ﹤0.01%
271,892
-309,924
1914
$5.75M ﹤0.01%
251,465
+38,636
1915
$5.74M ﹤0.01%
81,511
-139,565
1916
$5.74M ﹤0.01%
112,442
-37,962
1917
$5.74M ﹤0.01%
337,287
-14,822
1918
$5.73M ﹤0.01%
151,004
+7,525
1919
$5.73M ﹤0.01%
248,624
+187,669
1920
$5.72M ﹤0.01%
280,344
-566,406
1921
$5.71M ﹤0.01%
4,237
-143
1922
$5.69M ﹤0.01%
687,410
-396,265
1923
$5.69M ﹤0.01%
490,270
-36,332
1924
$5.66M ﹤0.01%
196,889
-28,914
1925
$5.64M ﹤0.01%
730,474
-115,545