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
2376
$2.23M ﹤0.01%
53,102
+32,246
2377
$2.23M ﹤0.01%
149,207
-3,372
2378
$2.22M ﹤0.01%
166,572
-2,655
2379
$2.22M ﹤0.01%
158,521
-11,087
2380
$2.21M ﹤0.01%
17,536
+1,699
2381
$2.2M ﹤0.01%
66,988
+26,847
2382
$2.19M ﹤0.01%
216,798
+6,432
2383
$2.17M ﹤0.01%
+57,011
2384
$2.17M ﹤0.01%
176,357
+11,166
2385
$2.17M ﹤0.01%
194,810
+1,100
2386
$2.17M ﹤0.01%
37,334
+62
2387
$2.17M ﹤0.01%
193,365
-12,983
2388
$2.16M ﹤0.01%
51,438
+323
2389
$2.15M ﹤0.01%
42,519
+13,311
2390
$2.15M ﹤0.01%
42,914
+1,640
2391
$2.15M ﹤0.01%
575,116
+396
2392
$2.15M ﹤0.01%
316,710
-9,720
2393
$2.15M ﹤0.01%
40,165
+147
2394
$2.13M ﹤0.01%
98,695
-43,101
2395
$2.13M ﹤0.01%
43,450
-5,875
2396
$2.12M ﹤0.01%
25,325
-5,267
2397
$2.11M ﹤0.01%
34,069
+1,720
2398
$2.11M ﹤0.01%
47,331
+1,385
2399
$2.1M ﹤0.01%
39,850
+15,205
2400
$2.09M ﹤0.01%
190,909
+23,326