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
$165B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,334
New
Increased
Reduced
Closed

Top Buys

1 +$347M
2 +$326M
3 +$316M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$241M
5
CB icon
Chubb
CB
+$235M

Top Sells

1 +$435M
2 +$331M
3 +$268M
4
ETN icon
Eaton
ETN
+$257M
5
GEN icon
Gen Digital
GEN
+$236M

Sector Composition

1 Financials 14.61%
2 Technology 13.92%
3 Healthcare 12.26%
4 Industrials 10.8%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$973K ﹤0.01%
72,358
+2,221
2527
$971K ﹤0.01%
60,070
+58,444
2528
$964K ﹤0.01%
71,839
+2,308
2529
$954K ﹤0.01%
19,510
+2,614
2530
$951K ﹤0.01%
17,088
+1,056
2531
$951K ﹤0.01%
31,583
-177,171
2532
$950K ﹤0.01%
14,125
-186
2533
$944K ﹤0.01%
67,120
+59,725
2534
$942K ﹤0.01%
8,203
-2,601
2535
$935K ﹤0.01%
78,964
+326
2536
$917K ﹤0.01%
28,755
+1,559
2537
$913K ﹤0.01%
62,525
+8,358
2538
$913K ﹤0.01%
19,986
+301
2539
$910K ﹤0.01%
25,022
+24,872
2540
$909K ﹤0.01%
135,584
+4,517
2541
$907K ﹤0.01%
43,570
-8,462
2542
$898K ﹤0.01%
25,750
-335,083
2543
$894K ﹤0.01%
10,897
+1,465
2544
$893K ﹤0.01%
+61,615
2545
$892K ﹤0.01%
115,453
+3,717
2546
$890K ﹤0.01%
128,801
+53,995
2547
$883K ﹤0.01%
58,619
-1,099
2548
$883K ﹤0.01%
13,300
+5,401
2549
$874K ﹤0.01%
10,178
+9,399
2550
$872K ﹤0.01%
20,168
-254