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
2051
$3.94M ﹤0.01%
111,117
-2,467
2052
$3.94M ﹤0.01%
81,507
+607
2053
$3.94M ﹤0.01%
25,113
-474
2054
$3.94M ﹤0.01%
368,259
-5,668
2055
$3.93M ﹤0.01%
292,886
-165,015
2056
$3.91M ﹤0.01%
159,719
+1,500
2057
$3.91M ﹤0.01%
330,836
+111,131
2058
$3.91M ﹤0.01%
105,591
-194,483
2059
$3.9M ﹤0.01%
530,294
-28,937
2060
$3.9M ﹤0.01%
183,009
+10,857
2061
$3.89M ﹤0.01%
74,285
-36,441
2062
$3.89M ﹤0.01%
189,888
-81,389
2063
$3.89M ﹤0.01%
161,764
+23,042
2064
$3.86M ﹤0.01%
330,542
+6,040
2065
$3.86M ﹤0.01%
3,363
+1,413
2066
$3.86M ﹤0.01%
41,847
-307
2067
$3.86M ﹤0.01%
398,884
-11,279
2068
$3.85M ﹤0.01%
157,033
+141,583
2069
$3.84M ﹤0.01%
132,890
-1,315,734
2070
$3.83M ﹤0.01%
80,827
-12,017
2071
$3.83M ﹤0.01%
87,500
+3,000
2072
$3.82M ﹤0.01%
99,347
-1,270
2073
$3.81M ﹤0.01%
127,222
-106,836
2074
$3.81M ﹤0.01%
34,486
+12,994
2075
$3.81M ﹤0.01%
1,308,526
+651,731