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
2501
$3.58M ﹤0.01%
200,353
-19,710
2502
$3.58M ﹤0.01%
77,654
+607
2503
$3.58M ﹤0.01%
257,364
+73,794
2504
$3.57M ﹤0.01%
353,045
+91,068
2505
$3.57M ﹤0.01%
80,091
+4,595
2506
$3.56M ﹤0.01%
104,662
+757
2507
$3.56M ﹤0.01%
268,510
-15,999
2508
$3.56M ﹤0.01%
77,178
-6,231
2509
$3.55M ﹤0.01%
138,909
+31,631
2510
$3.55M ﹤0.01%
18,914
+8,911
2511
$3.55M ﹤0.01%
71,388
-6,427
2512
$3.55M ﹤0.01%
244,192
+92,691
2513
$3.54M ﹤0.01%
151,214
+7,598
2514
$3.51M ﹤0.01%
216,825
+162,609
2515
$3.51M ﹤0.01%
121,689
+57,335
2516
$3.51M ﹤0.01%
65,865
+16,362
2517
$3.51M ﹤0.01%
48,882
+9,992
2518
$3.51M ﹤0.01%
64,641
-1,516
2519
$3.51M ﹤0.01%
148,456
-19,944
2520
$3.51M ﹤0.01%
764,303
+8,981
2521
$3.5M ﹤0.01%
77,147
+5,724
2522
$3.5M ﹤0.01%
114,238
-994,268
2523
$3.49M ﹤0.01%
+1,079,580
2524
$3.48M ﹤0.01%
330,889
+35,174
2525
$3.47M ﹤0.01%
107,997
-6,375