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
$193B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,236
New
Increased
Reduced
Closed

Top Buys

1 +$599M
2 +$329M
3 +$295M
4
COST icon
Costco
COST
+$294M
5
DPZ icon
Domino's
DPZ
+$269M

Top Sells

1 +$641M
2 +$627M
3 +$466M
4
HD icon
Home Depot
HD
+$382M
5
SHW icon
Sherwin-Williams
SHW
+$327M

Sector Composition

1 Technology 15.68%
2 Financials 13.95%
3 Healthcare 11.81%
4 Consumer Discretionary 8.93%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$2.1M ﹤0.01%
+144,223
2502
$2.09M ﹤0.01%
70,975
+2,853
2503
$2.09M ﹤0.01%
53,107
+43,022
2504
$2.09M ﹤0.01%
+101,258
2505
$2.09M ﹤0.01%
67,631
-25,000
2506
$2.08M ﹤0.01%
169,084
+22,311
2507
$2.07M ﹤0.01%
66,632
+1,871
2508
$2.07M ﹤0.01%
66,247
+855
2509
$2.06M ﹤0.01%
284,197
+90,264
2510
$2.03M ﹤0.01%
17,225
-150
2511
$2.03M ﹤0.01%
32,853
-7,083
2512
$2.03M ﹤0.01%
84,611
+14,432
2513
$2.03M ﹤0.01%
152,877
+15,560
2514
$2.01M ﹤0.01%
133,049
+14,288
2515
$2M ﹤0.01%
58,101
-32,774
2516
$2M ﹤0.01%
248,609
+13,077
2517
$2M ﹤0.01%
101,299
-5,465
2518
$2M ﹤0.01%
78,960
-5,374
2519
$1.99M ﹤0.01%
210,910
+9,585
2520
$1.99M ﹤0.01%
157,624
+136,710
2521
$1.99M ﹤0.01%
90,740
+27,827
2522
$1.98M ﹤0.01%
+207,840
2523
$1.97M ﹤0.01%
106,302
-55,200
2524
$1.96M ﹤0.01%
63,462
+6,643
2525
$1.96M ﹤0.01%
55,238
-8,162