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
2201
$3.63M ﹤0.01%
86,780
-3,727
2202
$3.63M ﹤0.01%
128,922
+29,948
2203
$3.62M ﹤0.01%
152,095
+32,575
2204
$3.62M ﹤0.01%
263,661
-147,929
2205
$3.62M ﹤0.01%
81,472
+1,772
2206
$3.62M ﹤0.01%
42,843
+14,391
2207
$3.61M ﹤0.01%
198,185
2208
$3.61M ﹤0.01%
222,005
+48,440
2209
$3.6M ﹤0.01%
146,167
+4,943
2210
$3.59M ﹤0.01%
202,365
+2,976
2211
$3.59M ﹤0.01%
+29,193
2212
$3.59M ﹤0.01%
+1,199,430
2213
$3.57M ﹤0.01%
52,827
+410
2214
$3.57M ﹤0.01%
114,472
+37,870
2215
$3.57M ﹤0.01%
476,104
-262,240
2216
$3.55M ﹤0.01%
84,217
+31,058
2217
$3.55M ﹤0.01%
606,912
-153,373
2218
$3.54M ﹤0.01%
148,312
+1,193
2219
$3.54M ﹤0.01%
220,507
+5,388
2220
$3.52M ﹤0.01%
442,794
+191,771
2221
$3.52M ﹤0.01%
120,429
-419,931
2222
$3.52M ﹤0.01%
508,656
-17,115
2223
$3.52M ﹤0.01%
141,432
+7,097
2224
$3.52M ﹤0.01%
216,886
+29,444
2225
$3.51M ﹤0.01%
75,495
+3,294