Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.18%
 

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
+26.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,902
New
Increased
Reduced
Closed

Top Sells

1 +$475M
2 +$356M
3 +$325M
4
AAPL icon
Apple
AAPL
+$325M
5
MSFT icon
Microsoft
MSFT
+$323M

Sector Composition

1 Technology 17%
2 Financials 12.97%
3 Healthcare 12.18%
4 Consumer Discretionary 8.39%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$5.41M ﹤0.01%
180,148
+2,250
2027
$5.41M ﹤0.01%
267,476
+11,959
2028
$5.4M ﹤0.01%
695,986
-3,228
2029
$5.4M ﹤0.01%
447,018
+3,919
2030
$5.38M ﹤0.01%
187,711
+4,709
2031
$5.36M ﹤0.01%
248,342
-68,554
2032
$5.36M ﹤0.01%
302,252
-4,008
2033
$5.34M ﹤0.01%
717,009
+26,757
2034
$5.33M ﹤0.01%
71,128
-50
2035
$5.33M ﹤0.01%
303,101
+51,959
2036
$5.33M ﹤0.01%
253,730
-696
2037
$5.33M ﹤0.01%
136,009
+937
2038
$5.33M ﹤0.01%
52,092
+2,575
2039
$5.32M ﹤0.01%
581,293
+91,330
2040
$5.3M ﹤0.01%
210,979
+12,495
2041
$5.3M ﹤0.01%
189,292
-136,541
2042
$5.3M ﹤0.01%
403,629
+31,883
2043
$5.29M ﹤0.01%
224,762
+184,344
2044
$5.28M ﹤0.01%
72,947
-6,494
2045
$5.28M ﹤0.01%
103,936
-41,322
2046
$5.28M ﹤0.01%
121,611
+8,957
2047
$5.28M ﹤0.01%
97,654
-5,573
2048
$5.27M ﹤0.01%
123,518
-18,445
2049
$5.19M ﹤0.01%
352,494
-5,269
2050
$5.19M ﹤0.01%
124,374
+7,261