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
$169B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,339
New
Increased
Reduced
Closed

Top Buys

1 +$402M
2 +$289M
3 +$276M
4
BP icon
BP
BP
+$233M
5
HPQ icon
HP
HPQ
+$215M

Top Sells

1 +$568M
2 +$544M
3 +$326M
4
ACN icon
Accenture
ACN
+$322M
5
IYE icon
iShares US Energy ETF
IYE
+$277M

Sector Composition

1 Technology 14.2%
2 Financials 12.95%
3 Healthcare 12.43%
4 Industrials 10.22%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$846K ﹤0.01%
43,186
+231
2652
$840K ﹤0.01%
257,626
+10,742
2653
$838K ﹤0.01%
59,498
+2,253
2654
$835K ﹤0.01%
38,220
+11,012
2655
$835K ﹤0.01%
74,157
-103,882
2656
$833K ﹤0.01%
37,641
-1,024
2657
$832K ﹤0.01%
23,595
+1,985
2658
$827K ﹤0.01%
16,535
+688
2659
$823K ﹤0.01%
89,509
-62,995
2660
$821K ﹤0.01%
22,777
+12,692
2661
$819K ﹤0.01%
28,467
+17,892
2662
$818K ﹤0.01%
2,213
2663
$817K ﹤0.01%
28,536
+5
2664
$814K ﹤0.01%
34,726
+3,436
2665
$809K ﹤0.01%
20,249
+11,245
2666
$807K ﹤0.01%
47,945
+19,645
2667
$805K ﹤0.01%
30,199
+2,825
2668
$804K ﹤0.01%
+15,431
2669
$794K ﹤0.01%
19,158
-1,808
2670
$793K ﹤0.01%
13,599
+3,533
2671
$793K ﹤0.01%
35,928
+1,598
2672
$792K ﹤0.01%
93,301
+1,945
2673
$790K ﹤0.01%
23,304
+3,593
2674
$789K ﹤0.01%
14,318
+1,908
2675
$789K ﹤0.01%
18,380
-5,812