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
$334B
AUM Growth
+$29.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,048
New
Increased
Reduced
Closed

Top Buys

1 +$981M
2 +$618M
3 +$379M
4
BK icon
Bank of New York Mellon
BK
+$363M
5
CRH icon
CRH
CRH
+$294M

Top Sells

1 +$1.17B
2 +$446M
3 +$439M
4
MDT icon
Medtronic
MDT
+$410M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$391M

Sector Composition

1 Technology 23.31%
2 Financials 10.89%
3 Healthcare 10.04%
4 Industrials 8.77%
5 Consumer Discretionary 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$3.12M ﹤0.01%
189,336
-5,150
2577
$3.12M ﹤0.01%
101,341
-14,834
2578
$3.12M ﹤0.01%
286,457
+136,419
2579
$3.11M ﹤0.01%
92,586
-5,694
2580
$3.11M ﹤0.01%
835,467
-13,900
2581
$3.1M ﹤0.01%
417,638
+137,900
2582
$3.09M ﹤0.01%
199,460
+62,699
2583
$3.09M ﹤0.01%
164,988
+29,672
2584
$3.09M ﹤0.01%
77,342
-4,876
2585
$3.08M ﹤0.01%
132,768
+995
2586
$3.07M ﹤0.01%
189,431
-22,096
2587
$3.06M ﹤0.01%
1,692,500
+7,544
2588
$3.06M ﹤0.01%
78,410
+37,738
2589
$3.06M ﹤0.01%
37,503
-2,230
2590
$3.05M ﹤0.01%
190,178
-10,642
2591
$3.05M ﹤0.01%
416,085
-15,676
2592
$3.04M ﹤0.01%
73,975
+15,190
2593
$3.04M ﹤0.01%
306,266
+53,424
2594
$3.04M ﹤0.01%
155,464
+1,685
2595
$3.04M ﹤0.01%
279,050
+151,359
2596
$3.03M ﹤0.01%
470,267
+23,620
2597
$3.03M ﹤0.01%
68,675
-4,224
2598
$3.03M ﹤0.01%
56,543
-256
2599
$3.03M ﹤0.01%
112,182
-166,210
2600
$3.02M ﹤0.01%
51,900
-190,911