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
2376
$2.83M ﹤0.01%
+263,047
2377
$2.83M ﹤0.01%
139,851
+20,961
2378
$2.82M ﹤0.01%
198,524
+9,959
2379
$2.82M ﹤0.01%
77,192
+5,914
2380
$2.82M ﹤0.01%
106,797
+20,318
2381
$2.81M ﹤0.01%
+203,520
2382
$2.81M ﹤0.01%
146,063
+88,361
2383
$2.81M ﹤0.01%
429,255
+5,551
2384
$2.79M ﹤0.01%
289,366
+880
2385
$2.77M ﹤0.01%
105,425
-81,420
2386
$2.77M ﹤0.01%
+137,902
2387
$2.77M ﹤0.01%
50,968
+5
2388
$2.77M ﹤0.01%
154,744
+7,318
2389
$2.76M ﹤0.01%
332,903
+276,038
2390
$2.76M ﹤0.01%
43,834
+1,827
2391
$2.75M ﹤0.01%
37,728
+22,798
2392
$2.75M ﹤0.01%
132,970
+22,346
2393
$2.71M ﹤0.01%
50,776
+380
2394
$2.71M ﹤0.01%
169,500
+27,400
2395
$2.71M ﹤0.01%
184,536
+521
2396
$2.7M ﹤0.01%
129,987
-50,017
2397
$2.7M ﹤0.01%
+101,222
2398
$2.69M ﹤0.01%
32,982
+1,076
2399
$2.68M ﹤0.01%
45,512
-2,936
2400
$2.68M ﹤0.01%
17,471
+103