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
$363B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,024
New
Increased
Reduced
Closed

Top Buys

1 +$847M
2 +$674M
3 +$603M
4
AMAT icon
Applied Materials
AMAT
+$420M
5
EBAY icon
eBay
EBAY
+$406M

Top Sells

1 +$739M
2 +$448M
3 +$433M
4
MRVL icon
Marvell Technology
MRVL
+$384M
5
QCOM icon
Qualcomm
QCOM
+$357M

Sector Composition

1 Technology 23.2%
2 Financials 10.85%
3 Healthcare 9.88%
4 Industrials 8.86%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$2.94M ﹤0.01%
492,926
+22,659
2602
$2.93M ﹤0.01%
65,625
-3,050
2603
$2.93M ﹤0.01%
651,212
+118,506
2604
$2.93M ﹤0.01%
20,206
-457
2605
$2.92M ﹤0.01%
56,675
+4,345
2606
$2.92M ﹤0.01%
27,002
-119,380
2607
$2.91M ﹤0.01%
57,600
-649
2608
$2.91M ﹤0.01%
58,848
+10,927
2609
$2.9M ﹤0.01%
58,064
-5,956
2610
$2.89M ﹤0.01%
81,549
-11,273
2611
$2.89M ﹤0.01%
222,808
-4,758
2612
$2.89M ﹤0.01%
237,731
-14,432
2613
$2.88M ﹤0.01%
56,575
+15,641
2614
$2.88M ﹤0.01%
41,718
-12,845
2615
$2.87M ﹤0.01%
141,584
-60,142
2616
$2.87M ﹤0.01%
139,131
-2,576
2617
$2.85M ﹤0.01%
+184,016
2618
$2.84M ﹤0.01%
193,437
+93,321
2619
$2.84M ﹤0.01%
46,736
-2,901
2620
$2.84M ﹤0.01%
139,630
+89,663
2621
$2.83M ﹤0.01%
59,191
+45,759
2622
$2.83M ﹤0.01%
31,364
+8,230
2623
$2.83M ﹤0.01%
31,128
+6,705
2624
$2.83M ﹤0.01%
218,104
+18,644
2625
$2.82M ﹤0.01%
294,379
-7,426