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
2451
$1.88M ﹤0.01%
26,257
-2,669
2452
$1.87M ﹤0.01%
113,446
-17,360
2453
$1.87M ﹤0.01%
74,163
+28,407
2454
$1.86M ﹤0.01%
141,206
2455
$1.86M ﹤0.01%
32,542
+4,464
2456
$1.86M ﹤0.01%
+46,944
2457
$1.85M ﹤0.01%
1,935
+22
2458
$1.85M ﹤0.01%
43,497
+12,160
2459
$1.84M ﹤0.01%
74,132
+42,362
2460
$1.83M ﹤0.01%
43,381
+9,456
2461
$1.83M ﹤0.01%
45,385
-97,741
2462
$1.83M ﹤0.01%
206,382
+6,816
2463
$1.83M ﹤0.01%
100,217
-8,573
2464
$1.82M ﹤0.01%
70,562
-41,760
2465
$1.81M ﹤0.01%
39,399
+7,403
2466
$1.81M ﹤0.01%
136,612
+2,207
2467
$1.81M ﹤0.01%
109,408
-61,739
2468
$1.8M ﹤0.01%
39,478
-757
2469
$1.79M ﹤0.01%
65,946
+19,099
2470
$1.79M ﹤0.01%
72,305
+11,550
2471
$1.79M ﹤0.01%
76,752
+30,800
2472
$1.79M ﹤0.01%
54,290
-4,937,935
2473
$1.79M ﹤0.01%
356,186
-19,755
2474
$1.79M ﹤0.01%
169,925
-372,687
2475
$1.78M ﹤0.01%
37,743
+7,611