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
$305B
AUM Growth
-$14.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,037
New
Increased
Reduced
Closed

Top Buys

1 +$514M
2 +$315M
3 +$293M
4
SCHW icon
Charles Schwab
SCHW
+$254M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$229M

Top Sells

1 +$408M
2 +$356M
3 +$330M
4
VZ icon
Verizon
VZ
+$327M
5
KXI icon
iShares Global Consumer Staples ETF
KXI
+$305M

Sector Composition

1 Technology 23.18%
2 Healthcare 10.69%
3 Financials 10.58%
4 Industrials 8.43%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$2.61M ﹤0.01%
200,820
-24,137
2627
$2.61M ﹤0.01%
314,087
+17,025
2628
$2.6M ﹤0.01%
116,175
-10,506
2629
$2.6M ﹤0.01%
117,967
-12,928
2630
$2.59M ﹤0.01%
86,008
-118
2631
$2.58M ﹤0.01%
63,890
-895,814
2632
$2.57M ﹤0.01%
959,383
+13,587
2633
$2.56M ﹤0.01%
49,503
+4,753
2634
$2.56M ﹤0.01%
145,270
-10,797
2635
$2.56M ﹤0.01%
280,026
+122,506
2636
$2.56M ﹤0.01%
91,799
-39,728
2637
$2.56M ﹤0.01%
971,538
+5,733
2638
$2.55M ﹤0.01%
75,101
-852
2639
$2.55M ﹤0.01%
74,540
-4,316
2640
$2.55M ﹤0.01%
27,098
+957
2641
$2.55M ﹤0.01%
124,511
+22,645
2642
$2.54M ﹤0.01%
20,070
-5,525
2643
$2.53M ﹤0.01%
26,789
-942
2644
$2.53M ﹤0.01%
263,638
-26,125
2645
$2.51M ﹤0.01%
374,465
-28,771
2646
$2.51M ﹤0.01%
24,876
-14,748
2647
$2.51M ﹤0.01%
140,854
+1,001
2648
$2.51M ﹤0.01%
849,367
+5,772
2649
$2.5M ﹤0.01%
133,447
-12,456
2650
$2.5M ﹤0.01%
457,165
-46,774