Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

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 Quarter Est. Return
1 Year Est. Return
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210B
AUM Growth
+$10.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$501M
2 +$486M
3 +$472M
4
CSCO icon
Cisco
CSCO
+$403M
5
CHTR icon
Charter Communications
CHTR
+$382M

Top Sells

1 +$359M
2 +$354M
3 +$317M
4
PEP icon
PepsiCo
PEP
+$277M
5
AAPL icon
Apple
AAPL
+$271M

Sector Composition

1 Technology 15.65%
2 Financials 14%
3 Healthcare 11.8%
4 Consumer Discretionary 8.74%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$201M 0.1%
5,961,067
-332,018
227
$200M 0.1%
4,252,331
-566,710
228
$199M 0.09%
10,770,938
-1,430,195
229
$199M 0.09%
1,593,028
-1,282,777
230
$199M 0.09%
2,674,048
+145,395
231
$198M 0.09%
5,052,221
+3,686
232
$197M 0.09%
1,973,307
+163,975
233
$197M 0.09%
1,225,274
+28,023
234
$196M 0.09%
1,478,495
+198,612
235
$195M 0.09%
7,332,272
+1,044,850
236
$195M 0.09%
8,415,157
+652,801
237
$195M 0.09%
3,471,397
-255,458
238
$194M 0.09%
1,552,266
+311,596
239
$192M 0.09%
2,490,096
-586,377
240
$191M 0.09%
6,407,035
+670,715
241
$189M 0.09%
1,764,987
+171,975
242
$188M 0.09%
2,920,819
-243,081
243
$188M 0.09%
1,562,894
+18,235
244
$186M 0.09%
6,214,324
+39,649
245
$185M 0.09%
4,805,511
+254,620
246
$185M 0.09%
1,623,569
+478,543
247
$184M 0.09%
12,262,029
+3,116,871
248
$183M 0.09%
159,756
+18,586
249
$182M 0.09%
1,974,563
-104,233
250
$181M 0.09%
6,012,764
+933,289