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
$217B
AUM Growth
+$17.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$386M
2 +$363M
3 +$335M
4
NXPI icon
NXP Semiconductors
NXPI
+$320M
5
ICE icon
Intercontinental Exchange
ICE
+$288M

Top Sells

1 +$743M
2 +$715M
3 +$648M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$641M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$475M

Sector Composition

1 Technology 18.65%
2 Financials 12.57%
3 Healthcare 11.29%
4 Consumer Discretionary 8.74%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$2.5M ﹤0.01%
148,577
-44,875
2577
$2.5M ﹤0.01%
159,242
-40,492
2578
$2.49M ﹤0.01%
229,202
-2,865
2579
$2.49M ﹤0.01%
122,951
-2,347
2580
$2.49M ﹤0.01%
55,265
+2,983
2581
$2.47M ﹤0.01%
74,214
+6,174
2582
$2.47M ﹤0.01%
661,084
+6,354
2583
$2.45M ﹤0.01%
26,004
+1,504
2584
$2.45M ﹤0.01%
45,537
+12,550
2585
$2.44M ﹤0.01%
57,596
-44,003
2586
$2.44M ﹤0.01%
40,160
+475
2587
$2.43M ﹤0.01%
89,603
-56,856
2588
$2.43M ﹤0.01%
105,479
-2,380
2589
$2.43M ﹤0.01%
92,316
+2,896
2590
$2.42M ﹤0.01%
99,206
-72,037
2591
$2.41M ﹤0.01%
50,405
-3,208
2592
$2.41M ﹤0.01%
+199,238
2593
$2.4M ﹤0.01%
179,895
+8,314
2594
$2.4M ﹤0.01%
28,029
-28,594
2595
$2.4M ﹤0.01%
+137,796
2596
$2.4M ﹤0.01%
211,560
+65,634
2597
$2.4M ﹤0.01%
99,860
-3,895
2598
$2.39M ﹤0.01%
89,370
-11,142
2599
$2.39M ﹤0.01%
27,079
+23,064
2600
$2.38M ﹤0.01%
73,799
+3,123