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
$361B
AUM Growth
+$48.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$1.07B
2 +$987M
3 +$725M
4
MSFT icon
Microsoft
MSFT
+$615M
5
ELV icon
Elevance Health
ELV
+$481M

Top Sells

1 +$519M
2 +$517M
3 +$432M
4
LMT icon
Lockheed Martin
LMT
+$347M
5
ATVI
Activision Blizzard
ATVI
+$337M

Sector Composition

1 Technology 24.35%
2 Financials 11.37%
3 Healthcare 11.13%
4 Consumer Discretionary 8.6%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$3.73M ﹤0.01%
107,455
-6,428
2602
$3.73M ﹤0.01%
90,190
+17,652
2603
$3.73M ﹤0.01%
102,207
+73,117
2604
$3.72M ﹤0.01%
87,628
+1,489
2605
$3.72M ﹤0.01%
230,393
+3,587
2606
$3.69M ﹤0.01%
132,703
+6,503
2607
$3.69M ﹤0.01%
82,927
+45
2608
$3.69M ﹤0.01%
174,135
+163,847
2609
$3.68M ﹤0.01%
3,634
+866
2610
$3.68M ﹤0.01%
96,143
+15,830
2611
$3.67M ﹤0.01%
+170,380
2612
$3.66M ﹤0.01%
154,551
+1,973
2613
$3.66M ﹤0.01%
1,184,815
-12,986
2614
$3.65M ﹤0.01%
395,191
+115,899
2615
$3.65M ﹤0.01%
310,288
+15,173
2616
$3.65M ﹤0.01%
538,859
+477,832
2617
$3.65M ﹤0.01%
402,881
+47,053
2618
$3.63M ﹤0.01%
76,148
+7,678
2619
$3.62M ﹤0.01%
211,726
+2,021
2620
$3.62M ﹤0.01%
158,940
-28,191
2621
$3.62M ﹤0.01%
118,780
+11,520
2622
$3.61M ﹤0.01%
457,994
-15,744
2623
$3.6M ﹤0.01%
64,908
+11,037
2624
$3.59M ﹤0.01%
310,507
+53,292
2625
$3.59M ﹤0.01%
222,031
+2,025