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
$165B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,334
New
Increased
Reduced
Closed

Top Buys

1 +$347M
2 +$326M
3 +$316M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$241M
5
CB icon
Chubb
CB
+$235M

Top Sells

1 +$435M
2 +$331M
3 +$268M
4
ETN icon
Eaton
ETN
+$257M
5
GEN icon
Gen Digital
GEN
+$236M

Sector Composition

1 Financials 14.61%
2 Technology 13.92%
3 Healthcare 12.26%
4 Industrials 10.8%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$594K ﹤0.01%
20,241
+7,568
2652
$592K ﹤0.01%
75,357
-40,357
2653
$592K ﹤0.01%
24,305
-1,789
2654
$591K ﹤0.01%
12,006
+768
2655
$587K ﹤0.01%
7,531
+6,948
2656
$585K ﹤0.01%
123,795
+3,606
2657
$579K ﹤0.01%
17,973
+2,002
2658
$576K ﹤0.01%
41,221
+4,205
2659
$575K ﹤0.01%
27,475
-1,995
2660
$572K ﹤0.01%
9,072
+1,093
2661
$569K ﹤0.01%
26,710
+3,596
2662
$568K ﹤0.01%
15,457
-18,499
2663
$566K ﹤0.01%
+87,397
2664
$566K ﹤0.01%
22,255
2665
$565K ﹤0.01%
12,531
+120
2666
$564K ﹤0.01%
63,625
+24,987
2667
$561K ﹤0.01%
16,716
+370
2668
$558K ﹤0.01%
9,487
+4,450
2669
$556K ﹤0.01%
21,095
-1,525
2670
$554K ﹤0.01%
11,970
-3,025
2671
$553K ﹤0.01%
26,060
-12,730
2672
$552K ﹤0.01%
19,832
+9,527
2673
$552K ﹤0.01%
25,575
+6,461
2674
$548K ﹤0.01%
57,816
+803
2675
$545K ﹤0.01%
74,664
+72,269