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
$171B
AUM Growth
+$3.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,034
New
Increased
Reduced
Closed

Top Buys

1 +$585M
2 +$508M
3 +$394M
4
MS icon
Morgan Stanley
MS
+$391M
5
ATVI
Activision Blizzard
ATVI
+$372M

Top Sells

1 +$567M
2 +$403M
3 +$384M
4
CAH icon
Cardinal Health
CAH
+$266M
5
INTC icon
Intel
INTC
+$254M

Sector Composition

1 Technology 14.6%
2 Healthcare 14.37%
3 Financials 12.83%
4 Consumer Discretionary 8.87%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$1.14M ﹤0.01%
43,143
-1,172
2652
$1.14M ﹤0.01%
+39,946
2653
$1.14M ﹤0.01%
+61,418
2654
$1.13M ﹤0.01%
118,451
-8,178
2655
$1.13M ﹤0.01%
68,293
+7,783
2656
$1.13M ﹤0.01%
72,728
+7,224
2657
$1.12M ﹤0.01%
80,078
-117,420
2658
$1.12M ﹤0.01%
10,705
-10,907
2659
$1.12M ﹤0.01%
141,694
+5,767
2660
$1.12M ﹤0.01%
31,769
+8,534
2661
$1.11M ﹤0.01%
79,492
-451,742
2662
$1.11M ﹤0.01%
84,758
+8,479
2663
$1.11M ﹤0.01%
26,808
+2,087
2664
$1.11M ﹤0.01%
79,275
+2,073
2665
$1.11M ﹤0.01%
104,624
+4,099
2666
$1.09M ﹤0.01%
41,890
-633
2667
$1.09M ﹤0.01%
+82,754
2668
$1.09M ﹤0.01%
27,196
+2,317
2669
$1.09M ﹤0.01%
52,175
+13,815
2670
$1.09M ﹤0.01%
56,887
-12,875
2671
$1.08M ﹤0.01%
21,752
+9,322
2672
$1.08M ﹤0.01%
45,756
+417
2673
$1.08M ﹤0.01%
29,938
+1,605
2674
$1.08M ﹤0.01%
+75,909
2675
$1.08M ﹤0.01%
+16,970