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
2501
$2.21M ﹤0.01%
74,706
+1,144
2502
$2.21M ﹤0.01%
131,022
+52,999
2503
$2.21M ﹤0.01%
+50,315
2504
$2.2M ﹤0.01%
52,643
+26,109
2505
$2.2M ﹤0.01%
28,744
+7,398
2506
$2.2M ﹤0.01%
147,210
-85,975
2507
$2.19M ﹤0.01%
87,590
+2,065
2508
$2.19M ﹤0.01%
107,348
+38,077
2509
$2.18M ﹤0.01%
37,958
-63,881
2510
$2.18M ﹤0.01%
116,950
+23,175
2511
$2.18M ﹤0.01%
88,149
+12,146
2512
$2.18M ﹤0.01%
51,455
+6,276
2513
$2.18M ﹤0.01%
68,438
-92,775
2514
$2.17M ﹤0.01%
87,104
+1,038
2515
$2.17M ﹤0.01%
16,238
+399
2516
$2.17M ﹤0.01%
128,407
+6,647
2517
$2.16M ﹤0.01%
65,266
-8,264
2518
$2.15M ﹤0.01%
43,864
-352
2519
$2.14M ﹤0.01%
204,168
+17,551
2520
$2.14M ﹤0.01%
69,114
-4,130
2521
$2.14M ﹤0.01%
275,256
-8,304
2522
$2.14M ﹤0.01%
180,651
-96,584
2523
$2.14M ﹤0.01%
20,288
-669
2524
$2.11M ﹤0.01%
257,775
+200
2525
$2.11M ﹤0.01%
25,150
+2,133