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
$286B
AUM Growth
+$60.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$691M
2 +$410M
3 +$403M
4
LMT icon
Lockheed Martin
LMT
+$385M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$311M

Top Sells

1 +$677M
2 +$504M
3 +$474M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$411M
5
MSFT icon
Microsoft
MSFT
+$396M

Sector Composition

1 Technology 15.67%
2 Financials 12.74%
3 Healthcare 11.15%
4 Consumer Discretionary 7.86%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$3.22M ﹤0.01%
124,766
-36,052
2552
$3.2M ﹤0.01%
112,983
+87,500
2553
$3.2M ﹤0.01%
92,522
+4,353
2554
$3.2M ﹤0.01%
329,391
+302,500
2555
$3.2M ﹤0.01%
160,292
-57,927
2556
$3.19M ﹤0.01%
45,726
-22,537
2557
$3.18M ﹤0.01%
1,136,196
+22,400
2558
$3.17M ﹤0.01%
23,712
+17,362
2559
$3.17M ﹤0.01%
129,675
-61,176
2560
$3.16M ﹤0.01%
318,546
+21,230
2561
$3.15M ﹤0.01%
226,661
+6,210
2562
$3.14M ﹤0.01%
142,707
+11,139
2563
$3.14M ﹤0.01%
31,519
+15,791
2564
$3.12M ﹤0.01%
68,673
+3,835
2565
$3.11M ﹤0.01%
66,372
-913
2566
$3.1M ﹤0.01%
31,532
-2,679
2567
$3.1M ﹤0.01%
192,079
-1,000
2568
$3.09M ﹤0.01%
99,735
+2,550
2569
$3.08M ﹤0.01%
560,901
+57,334
2570
$3.08M ﹤0.01%
100,266
+9,686
2571
$3.08M ﹤0.01%
312,951
+30,611
2572
$3.08M ﹤0.01%
78,322
+665
2573
$3.07M ﹤0.01%
60,032
-50,628
2574
$3.06M ﹤0.01%
+111,449
2575
$3.05M ﹤0.01%
185,010
-36,340