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
$183B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,153
New
Increased
Reduced
Closed

Top Buys

1 +$444M
2 +$432M
3 +$342M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$289M
5
COST icon
Costco
COST
+$284M

Top Sells

1 +$298M
2 +$275M
3 +$272M
4
MDT icon
Medtronic
MDT
+$237M
5
PSA icon
Public Storage
PSA
+$228M

Sector Composition

1 Technology 15.19%
2 Financials 14.8%
3 Healthcare 11.77%
4 Industrials 8.7%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$1.59M ﹤0.01%
139,256
-50,728
2577
$1.59M ﹤0.01%
15,240
+1,877
2578
$1.59M ﹤0.01%
38,588
-18,431
2579
$1.58M ﹤0.01%
21,409
+487
2580
$1.58M ﹤0.01%
6,084
-5,665
2581
$1.58M ﹤0.01%
37,814
+7,157
2582
$1.58M ﹤0.01%
+111,362
2583
$1.57M ﹤0.01%
82,731
+180
2584
$1.57M ﹤0.01%
354,980
+4,894
2585
$1.57M ﹤0.01%
109,769
-146,104
2586
$1.57M ﹤0.01%
69,597
+7,777
2587
$1.56M ﹤0.01%
18,819
-2,877
2588
$1.56M ﹤0.01%
58,185
+11,251
2589
$1.56M ﹤0.01%
62,918
+723
2590
$1.56M ﹤0.01%
98,465
+19,083
2591
$1.56M ﹤0.01%
239,430
-76,408
2592
$1.56M ﹤0.01%
+110,185
2593
$1.55M ﹤0.01%
5,044
-27
2594
$1.55M ﹤0.01%
52,892
+34,466
2595
$1.55M ﹤0.01%
16,776
+2,075
2596
$1.55M ﹤0.01%
164,835
-5,090
2597
$1.55M ﹤0.01%
159,727
-46,655
2598
$1.55M ﹤0.01%
71,008
+13,708
2599
$1.53M ﹤0.01%
+50,991
2600
$1.52M ﹤0.01%
28,212
+14,392