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
2001
$4.29M ﹤0.01%
44,859
+32,662
2002
$4.29M ﹤0.01%
499,978
+21,746
2003
$4.29M ﹤0.01%
126,703
-2,079
2004
$4.29M ﹤0.01%
527,564
+36,881
2005
$4.29M ﹤0.01%
230,536
+107,726
2006
$4.28M ﹤0.01%
174,507
-95,898
2007
$4.26M ﹤0.01%
406,531
+139,901
2008
$4.25M ﹤0.01%
137,205
+60,769
2009
$4.25M ﹤0.01%
173,510
-20,860
2010
$4.23M ﹤0.01%
85,265
+9,278
2011
$4.23M ﹤0.01%
286,054
+8,101
2012
$4.22M ﹤0.01%
218,967
+8,687
2013
$4.21M ﹤0.01%
157,500
+49,496
2014
$4.2M ﹤0.01%
311,990
-1,071,180
2015
$4.2M ﹤0.01%
117,640
-9,882
2016
$4.19M ﹤0.01%
137,975
-11,832
2017
$4.18M ﹤0.01%
185,079
+10,078
2018
$4.18M ﹤0.01%
160,175
+4,780
2019
$4.17M ﹤0.01%
126,252
-3,299
2020
$4.17M ﹤0.01%
657,007
-1,386,834
2021
$4.16M ﹤0.01%
137,949
-15,227
2022
$4.16M ﹤0.01%
209,691
+3,875
2023
$4.16M ﹤0.01%
131,699
+2,701
2024
$4.14M ﹤0.01%
28,592
-14,588
2025
$4.14M ﹤0.01%
285,741
-529