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
2076
$3.8M ﹤0.01%
185,376
-11,461
2077
$3.79M ﹤0.01%
115,674
-152,329
2078
$3.79M ﹤0.01%
250,033
+8,091
2079
$3.79M ﹤0.01%
97,815
+5,742
2080
$3.78M ﹤0.01%
203,808
+123,681
2081
$3.78M ﹤0.01%
83,176
+1,899
2082
$3.78M ﹤0.01%
43,129
+11,811
2083
$3.76M ﹤0.01%
152,889
+1,100
2084
$3.76M ﹤0.01%
142,758
-6,948
2085
$3.74M ﹤0.01%
59,922
+6,131
2086
$3.73M ﹤0.01%
75,718
+6,175
2087
$3.73M ﹤0.01%
58,339
+123
2088
$3.73M ﹤0.01%
171,640
+26,912
2089
$3.73M ﹤0.01%
103,141
+2,762
2090
$3.72M ﹤0.01%
506,565
-184,230
2091
$3.72M ﹤0.01%
110,031
-3,469
2092
$3.72M ﹤0.01%
112,112
+44,071
2093
$3.72M ﹤0.01%
326,004
+263,130
2094
$3.71M ﹤0.01%
69,764
+3,233
2095
$3.71M ﹤0.01%
76,217
+29,812
2096
$3.71M ﹤0.01%
129,822
+29,001
2097
$3.71M ﹤0.01%
+138,042
2098
$3.71M ﹤0.01%
269,393
+131,515
2099
$3.7M ﹤0.01%
604,500
-694,470
2100
$3.7M ﹤0.01%
86,876
+3,075