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
$178B
AUM Growth
+$7.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$416M
2 +$322M
3 +$265M
4
META icon
Meta Platforms (Facebook)
META
+$221M
5
AMT icon
American Tower
AMT
+$217M

Top Sells

1 +$483M
2 +$438M
3 +$320M
4
NVO icon
Novo Nordisk
NVO
+$273M
5
EA icon
Electronic Arts
EA
+$268M

Sector Composition

1 Technology 15.65%
2 Healthcare 13.59%
3 Financials 13.2%
4 Consumer Discretionary 9.2%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$1.25M ﹤0.01%
73,318
+5,025
2652
$1.25M ﹤0.01%
149,918
+8,224
2653
$1.25M ﹤0.01%
24,842
-26,098
2654
$1.25M ﹤0.01%
11,704
+6,188
2655
$1.25M ﹤0.01%
37,012
+4,466
2656
$1.24M ﹤0.01%
26,282
+6,785
2657
$1.23M ﹤0.01%
39,414
+1
2658
$1.23M ﹤0.01%
42,588
-68,838
2659
$1.23M ﹤0.01%
48,359
+6,469
2660
$1.23M ﹤0.01%
79,382
+2,599
2661
$1.22M ﹤0.01%
+110,833
2662
$1.22M ﹤0.01%
55,975
+3,800
2663
$1.22M ﹤0.01%
50,575
-6,585
2664
$1.22M ﹤0.01%
38,049
+11,313
2665
$1.21M ﹤0.01%
25,446
+3,322
2666
$1.21M ﹤0.01%
27,819
-1,683
2667
$1.2M ﹤0.01%
45,779
-2,221
2668
$1.2M ﹤0.01%
46,863
+6,851
2669
$1.2M ﹤0.01%
31,074
+4,048
2670
$1.2M ﹤0.01%
+36,707
2671
$1.2M ﹤0.01%
87,929
+45
2672
$1.2M ﹤0.01%
22,019
+267
2673
$1.2M ﹤0.01%
29,071
+1,875
2674
$1.19M ﹤0.01%
78,130
-3,610
2675
$1.19M ﹤0.01%
29,760
-5,258