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
$176B
AUM Growth
+$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,331
New
Increased
Reduced
Closed

Top Buys

1 +$940M
2 +$698M
3 +$501M
4
META icon
Meta Platforms (Facebook)
META
+$370M
5
ICE icon
Intercontinental Exchange
ICE
+$330M

Sector Composition

1 Healthcare 15.13%
2 Technology 14.76%
3 Financials 14.23%
4 Consumer Discretionary 9.46%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$3.99M ﹤0.01%
423,944
+14,795
2152
$3.99M ﹤0.01%
75,146
-2,748
2153
$3.99M ﹤0.01%
228,130
+191,003
2154
$3.97M ﹤0.01%
81,721
+59,957
2155
$3.97M ﹤0.01%
731,448
+34,525
2156
$3.97M ﹤0.01%
85,096
+59,795
2157
$3.97M ﹤0.01%
126,018
+3,429
2158
$3.94M ﹤0.01%
83,859
-2,397
2159
$3.93M ﹤0.01%
165,027
-964,824
2160
$3.92M ﹤0.01%
447,061
-9,225
2161
$3.92M ﹤0.01%
75,148
-37,367
2162
$3.91M ﹤0.01%
206,582
+2,814
2163
$3.9M ﹤0.01%
161,215
-1,216
2164
$3.9M ﹤0.01%
81,632
-3,700
2165
$3.89M ﹤0.01%
165,934
+2,658
2166
$3.89M ﹤0.01%
155,228
+111,943
2167
$3.87M ﹤0.01%
+136,271
2168
$3.85M ﹤0.01%
79,488
-9,891
2169
$3.85M ﹤0.01%
39,057
-354,106
2170
$3.85M ﹤0.01%
48,836
-85,191
2171
$3.85M ﹤0.01%
201,248
+2,967
2172
$3.83M ﹤0.01%
126,771
+4,243
2173
$3.82M ﹤0.01%
141,558
+1,594
2174
$3.82M ﹤0.01%
184,215
+7,995
2175
$3.82M ﹤0.01%
74,081
-1,794