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
$334B
AUM Growth
+$29.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,048
New
Increased
Reduced
Closed

Top Buys

1 +$981M
2 +$618M
3 +$379M
4
BK icon
Bank of New York Mellon
BK
+$363M
5
CRH icon
CRH
CRH
+$294M

Top Sells

1 +$1.17B
2 +$446M
3 +$439M
4
MDT icon
Medtronic
MDT
+$410M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$391M

Sector Composition

1 Technology 23.31%
2 Financials 10.89%
3 Healthcare 10.04%
4 Industrials 8.77%
5 Consumer Discretionary 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$3.78M ﹤0.01%
33,366
-1,230
2477
$3.78M ﹤0.01%
307,589
-36,850
2478
$3.78M ﹤0.01%
134,755
-1,030,705
2479
$3.77M ﹤0.01%
159,015
+71,264
2480
$3.76M ﹤0.01%
104,952
-23,453
2481
$3.76M ﹤0.01%
1,232,173
-555,469
2482
$3.75M ﹤0.01%
471,455
-30,265
2483
$3.74M ﹤0.01%
1,557,870
+14,955
2484
$3.74M ﹤0.01%
92,958
-66,892
2485
$3.73M ﹤0.01%
35,310
+8,212
2486
$3.72M ﹤0.01%
201,726
+4,705
2487
$3.72M ﹤0.01%
294,806
-100
2488
$3.72M ﹤0.01%
1,386,816
+427,433
2489
$3.71M ﹤0.01%
26,822
-8,026
2490
$3.66M ﹤0.01%
278,033
-227,224
2491
$3.66M ﹤0.01%
158,159
+69
2492
$3.65M ﹤0.01%
260,357
-88,918
2493
$3.65M ﹤0.01%
125,413
-47,606
2494
$3.64M ﹤0.01%
283,852
+728
2495
$3.64M ﹤0.01%
69,266
-24,559
2496
$3.62M ﹤0.01%
146,026
+18,173
2497
$3.61M ﹤0.01%
127,114
+106,959
2498
$3.6M ﹤0.01%
210,372
+54,322
2499
$3.59M ﹤0.01%
162,354
-6,217
2500
$3.58M ﹤0.01%
230,903
-15,898