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
2626
$2.25M ﹤0.01%
181,988
-101,612
2627
$2.25M ﹤0.01%
90,662
+11,005
2628
$2.25M ﹤0.01%
483,996
+10,847
2629
$2.24M ﹤0.01%
61,949
+34,202
2630
$2.23M ﹤0.01%
166,794
+879
2631
$2.22M ﹤0.01%
148,208
-3,765
2632
$2.21M ﹤0.01%
296,432
-29,793
2633
$2.21M ﹤0.01%
17,458
+1,549
2634
$2.2M ﹤0.01%
161,299
+9,345
2635
$2.2M ﹤0.01%
138,532
-10,262
2636
$2.2M ﹤0.01%
25,011
-18,915
2637
$2.19M ﹤0.01%
398,102
+91,830
2638
$2.19M ﹤0.01%
107,520
-6,842
2639
$2.19M ﹤0.01%
15,718
+6,481
2640
$2.18M ﹤0.01%
83,869
-17,933
2641
$2.18M ﹤0.01%
+147,447
2642
$2.18M ﹤0.01%
+10,880
2643
$2.17M ﹤0.01%
50,188
+3,229
2644
$2.17M ﹤0.01%
138,805
+4,516
2645
$2.16M ﹤0.01%
229,943
+25,548
2646
$2.16M ﹤0.01%
72,505
+10,372
2647
$2.14M ﹤0.01%
135,902
+105,265
2648
$2.13M ﹤0.01%
155,080
2649
$2.13M ﹤0.01%
81,325
+36,395
2650
$2.13M ﹤0.01%
129,181
-9,103