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
$363B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,024
New
Increased
Reduced
Closed

Top Buys

1 +$847M
2 +$674M
3 +$603M
4
AMAT icon
Applied Materials
AMAT
+$420M
5
EBAY icon
eBay
EBAY
+$406M

Top Sells

1 +$739M
2 +$448M
3 +$433M
4
MRVL icon
Marvell Technology
MRVL
+$384M
5
QCOM icon
Qualcomm
QCOM
+$357M

Sector Composition

1 Technology 23.2%
2 Financials 10.85%
3 Healthcare 9.88%
4 Industrials 8.86%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$3.47M ﹤0.01%
210,512
-8,798
2527
$3.47M ﹤0.01%
152,737
+83,464
2528
$3.46M ﹤0.01%
39,399
-3,101
2529
$3.43M ﹤0.01%
228,095
-7,725
2530
$3.42M ﹤0.01%
42,165
-59,365
2531
$3.4M ﹤0.01%
1,417,950
-472,250
2532
$3.4M ﹤0.01%
125,788
-23,858
2533
$3.39M ﹤0.01%
167,870
-6,222
2534
$3.39M ﹤0.01%
64,763
-4,503
2535
$3.38M ﹤0.01%
45,028
-2,510
2536
$3.38M ﹤0.01%
150,791
-11,563
2537
$3.37M ﹤0.01%
95,896
+6,732
2538
$3.37M ﹤0.01%
477,798
-76,714
2539
$3.37M ﹤0.01%
366,439
-10,197
2540
$3.37M ﹤0.01%
1,092,965
-80,833
2541
$3.36M ﹤0.01%
84,145
+38,709
2542
$3.36M ﹤0.01%
104,218
-2,624
2543
$3.35M ﹤0.01%
6,802
2544
$3.32M ﹤0.01%
38,558
+1,055
2545
$3.31M ﹤0.01%
63,082
+2,929
2546
$3.31M ﹤0.01%
86,360
-4,936
2547
$3.31M ﹤0.01%
133,249
+11,560
2548
$3.3M ﹤0.01%
23,872
-6,201
2549
$3.29M ﹤0.01%
1,779,837
+87,337
2550
$3.27M ﹤0.01%
36,298
-3,898