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
2526
$2.1M ﹤0.01%
61,307
-5,592
2527
$2.1M ﹤0.01%
126,167
-125,818
2528
$2.1M ﹤0.01%
62,964
+1,342
2529
$2.1M ﹤0.01%
94,541
-342,601
2530
$2.09M ﹤0.01%
137,162
+800
2531
$2.09M ﹤0.01%
71,588
+42,468
2532
$2.08M ﹤0.01%
48,096
-2,022
2533
$2.08M ﹤0.01%
122,667
-23,093
2534
$2.07M ﹤0.01%
174,006
-241,283
2535
$2.07M ﹤0.01%
32,097
+877
2536
$2.07M ﹤0.01%
50,993
-34,099
2537
$2.06M ﹤0.01%
101,194
+880
2538
$2.06M ﹤0.01%
59,757
+7,321
2539
$2.06M ﹤0.01%
189,152
-459
2540
$2.06M ﹤0.01%
104,981
-404,125
2541
$2.05M ﹤0.01%
25,970
2542
$2.05M ﹤0.01%
96,166
+68,683
2543
$2.04M ﹤0.01%
101,735
-1,109
2544
$2.04M ﹤0.01%
90,595
+71,145
2545
$2.04M ﹤0.01%
167,528
+19,165
2546
$2.03M ﹤0.01%
306,706
+56,232
2547
$2.03M ﹤0.01%
177,615
-8,551
2548
$2.03M ﹤0.01%
91,679
+59,185
2549
$2.02M ﹤0.01%
32,127
-1,273
2550
$2.02M ﹤0.01%
48,414
-27,214