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
2026
$4.13M ﹤0.01%
146,704
-4,476
2027
$4.11M ﹤0.01%
147,062
+3,476
2028
$4.11M ﹤0.01%
254,389
+143,034
2029
$4.1M ﹤0.01%
160,095
+1,100
2030
$4.1M ﹤0.01%
103,667
-387
2031
$4.08M ﹤0.01%
234,690
+64,955
2032
$4.07M ﹤0.01%
55,076
+1,740
2033
$4.07M ﹤0.01%
94,644
+1,621
2034
$4.06M ﹤0.01%
200,545
-65,705
2035
$4.05M ﹤0.01%
276,033
-8,050
2036
$4.04M ﹤0.01%
179,855
-299
2037
$4.04M ﹤0.01%
84,049
+23,796
2038
$4.02M ﹤0.01%
135,454
+28,826
2039
$4M ﹤0.01%
86,800
-4,211
2040
$3.99M ﹤0.01%
288,106
+77,111
2041
$3.99M ﹤0.01%
374,372
+8,748
2042
$3.98M ﹤0.01%
36,463
-1,448
2043
$3.98M ﹤0.01%
122,241
+34,642
2044
$3.98M ﹤0.01%
130,798
-23,252
2045
$3.98M ﹤0.01%
63,073
+2,670
2046
$3.97M ﹤0.01%
93,995
-57,747
2047
$3.96M ﹤0.01%
175,373
-105,450
2048
$3.96M ﹤0.01%
119,788
+36,462
2049
$3.96M ﹤0.01%
103,070
+4,964
2050
$3.95M ﹤0.01%
201,433
+9,157