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
$193B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,236
New
Increased
Reduced
Closed

Top Buys

1 +$599M
2 +$329M
3 +$295M
4
COST icon
Costco
COST
+$294M
5
DPZ icon
Domino's
DPZ
+$269M

Top Sells

1 +$641M
2 +$627M
3 +$466M
4
HD icon
Home Depot
HD
+$382M
5
SHW icon
Sherwin-Williams
SHW
+$327M

Sector Composition

1 Technology 15.68%
2 Financials 13.95%
3 Healthcare 11.81%
4 Consumer Discretionary 8.93%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$1.5M ﹤0.01%
+42,391
2652
$1.49M ﹤0.01%
2,250
-648
2653
$1.48M ﹤0.01%
36,319
-9,466
2654
$1.48M ﹤0.01%
+94,783
2655
$1.47M ﹤0.01%
92,350
-25,045
2656
$1.47M ﹤0.01%
69,873
+39,007
2657
$1.47M ﹤0.01%
51,908
-3,853
2658
$1.46M ﹤0.01%
84,757
+28,292
2659
$1.46M ﹤0.01%
26,973
-10,483
2660
$1.46M ﹤0.01%
45,496
+17,316
2661
$1.45M ﹤0.01%
19,095
-1,410
2662
$1.44M ﹤0.01%
37,370
-73
2663
$1.44M ﹤0.01%
69,251
-42,787
2664
$1.44M ﹤0.01%
41,216
-2,528
2665
$1.43M ﹤0.01%
+130,100
2666
$1.43M ﹤0.01%
48,851
-664,211
2667
$1.42M ﹤0.01%
+66,003
2668
$1.42M ﹤0.01%
186,156
+443
2669
$1.41M ﹤0.01%
141,243
+6,454
2670
$1.41M ﹤0.01%
48,721
+23,726
2671
$1.41M ﹤0.01%
49,824
+3,374
2672
$1.4M ﹤0.01%
+101,533
2673
$1.4M ﹤0.01%
+102,123
2674
$1.4M ﹤0.01%
55,382
+26,167
2675
$1.4M ﹤0.01%
+59,473