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
$174B
AUM Growth
+$2.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,152
New
Increased
Reduced
Closed

Top Buys

1 +$1.43B
2 +$658M
3 +$530M
4
MBLY
Mobileye N.V.
MBLY
+$389M
5
JNJ icon
Johnson & Johnson
JNJ
+$345M

Top Sells

1 +$1.26B
2 +$786M
3 +$600M
4
IYW icon
iShares US Technology ETF
IYW
+$569M
5
FAST icon
Fastenal
FAST
+$455M

Sector Composition

1 Technology 14.63%
2 Healthcare 14.51%
3 Financials 13.23%
4 Consumer Discretionary 9.78%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$1.55M ﹤0.01%
107,940
2552
$1.55M ﹤0.01%
+121,916
2553
$1.54M ﹤0.01%
12,229
+6,130
2554
$1.54M ﹤0.01%
120,420
+3,447
2555
$1.54M ﹤0.01%
24,273
+1,641
2556
$1.54M ﹤0.01%
19,728
+810
2557
$1.52M ﹤0.01%
34,446
+19,939
2558
$1.52M ﹤0.01%
61,440
+4,351
2559
$1.52M ﹤0.01%
33,132
-15,370
2560
$1.51M ﹤0.01%
58,630
+25,606
2561
$1.51M ﹤0.01%
63,098
-4,607
2562
$1.51M ﹤0.01%
58,295
-9,100
2563
$1.51M ﹤0.01%
65,225
2564
$1.5M ﹤0.01%
23,344
-9,975
2565
$1.49M ﹤0.01%
55,458
+13,990
2566
$1.49M ﹤0.01%
125,157
2567
$1.49M ﹤0.01%
168,232
-8,817
2568
$1.48M ﹤0.01%
+96,970
2569
$1.48M ﹤0.01%
81,118
-318
2570
$1.48M ﹤0.01%
86,691
+12,741
2571
$1.48M ﹤0.01%
57,185
+8,750
2572
$1.48M ﹤0.01%
43,708
+2,332
2573
$1.48M ﹤0.01%
38,194
+1,364
2574
$1.48M ﹤0.01%
41,482
-192,188
2575
$1.47M ﹤0.01%
36,379
+678