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
$193B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,236
New
Increased
Reduced
Closed

Top Buys

1 +$599M
2 +$329M
3 +$295M
4
COST icon
Costco
COST
+$294M
5
DPZ icon
Domino's
DPZ
+$269M

Top Sells

1 +$641M
2 +$627M
3 +$466M
4
HD icon
Home Depot
HD
+$382M
5
SHW icon
Sherwin-Williams
SHW
+$327M

Sector Composition

1 Technology 15.68%
2 Financials 13.95%
3 Healthcare 11.81%
4 Consumer Discretionary 8.93%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$1.85M ﹤0.01%
119,306
+41,212
2552
$1.85M ﹤0.01%
49,557
+15,312
2553
$1.85M ﹤0.01%
117,530
+4,777
2554
$1.84M ﹤0.01%
534,658
-40,761
2555
$1.84M ﹤0.01%
43,494
+7,205
2556
$1.84M ﹤0.01%
125,122
+5,525
2557
$1.84M ﹤0.01%
91,268
-2,154,504
2558
$1.83M ﹤0.01%
27,329
+4,451
2559
$1.83M ﹤0.01%
+128,489
2560
$1.83M ﹤0.01%
115,549
+5,780
2561
$1.83M ﹤0.01%
90,930
+3,275
2562
$1.83M ﹤0.01%
188,977
+4,902
2563
$1.82M ﹤0.01%
86,790
-40,521
2564
$1.81M ﹤0.01%
105,277
+11,036
2565
$1.81M ﹤0.01%
74,303
+4,706
2566
$1.8M ﹤0.01%
22,350
+9,714
2567
$1.8M ﹤0.01%
45,519
+2,352
2568
$1.8M ﹤0.01%
+109,314
2569
$1.78M ﹤0.01%
171,814
+28,394
2570
$1.78M ﹤0.01%
39,294
+533
2571
$1.78M ﹤0.01%
24,607
+2,349
2572
$1.78M ﹤0.01%
82,864
-36,254
2573
$1.78M ﹤0.01%
53,343
-8,491
2574
$1.78M ﹤0.01%
56,349
+34,179
2575
$1.77M ﹤0.01%
73,719
+3,101