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
2301
$2.51M ﹤0.01%
87,625
-157,107
2302
$2.5M ﹤0.01%
7,794
+74
2303
$2.49M ﹤0.01%
80,964
-7,138
2304
$2.48M ﹤0.01%
75,454
-25,411
2305
$2.48M ﹤0.01%
101,427
+2,720
2306
$2.47M ﹤0.01%
90,830
+7,667
2307
$2.46M ﹤0.01%
232,602
-162,133
2308
$2.46M ﹤0.01%
36,828
-5,442
2309
$2.46M ﹤0.01%
338,869
-94,044
2310
$2.46M ﹤0.01%
82,782
-139,380
2311
$2.46M ﹤0.01%
436,106
+14,664
2312
$2.45M ﹤0.01%
130,828
-31,133
2313
$2.45M ﹤0.01%
92,631
-22,600
2314
$2.45M ﹤0.01%
+117,148
2315
$2.45M ﹤0.01%
45,010
2316
$2.45M ﹤0.01%
101,813
-23,340
2317
$2.44M ﹤0.01%
290,928
+6,143
2318
$2.44M ﹤0.01%
172,919
+6,346
2319
$2.41M ﹤0.01%
102,202
-14,214
2320
$2.41M ﹤0.01%
121,860
+15,261
2321
$2.41M ﹤0.01%
83,220
+23,863
2322
$2.41M ﹤0.01%
336,596
-127,598
2323
$2.41M ﹤0.01%
273,746
-580,599
2324
$2.4M ﹤0.01%
51,523
-2,122
2325
$2.4M ﹤0.01%
189,984
+71,782