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
2451
$2.46M ﹤0.01%
87,449
-1,644
2452
$2.46M ﹤0.01%
133,069
+61,514
2453
$2.46M ﹤0.01%
94,104
+1,390
2454
$2.45M ﹤0.01%
99,076
+3,770
2455
$2.44M ﹤0.01%
316,098
+281,188
2456
$2.44M ﹤0.01%
40,083
+281
2457
$2.44M ﹤0.01%
27,082
+2,434
2458
$2.44M ﹤0.01%
+97,310
2459
$2.44M ﹤0.01%
52,510
2460
$2.43M ﹤0.01%
137,065
-26,816
2461
$2.43M ﹤0.01%
130,995
+2,569
2462
$2.42M ﹤0.01%
59,228
+14,304
2463
$2.42M ﹤0.01%
69,634
+1,121
2464
$2.42M ﹤0.01%
25,473
-14,744
2465
$2.42M ﹤0.01%
81,103
2466
$2.4M ﹤0.01%
16,305
+909
2467
$2.4M ﹤0.01%
33,918
+2,394
2468
$2.39M ﹤0.01%
128,145
-34,080
2469
$2.39M ﹤0.01%
131,741
+3,072
2470
$2.38M ﹤0.01%
122,796
+72,267
2471
$2.38M ﹤0.01%
70,429
+28,500
2472
$2.37M ﹤0.01%
45,010
2473
$2.37M ﹤0.01%
45,232
+23,752
2474
$2.37M ﹤0.01%
205,482
+6,281
2475
$2.36M ﹤0.01%
63,292
+1,272