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
2676
$544K ﹤0.01%
26,090
-288,956
2677
$542K ﹤0.01%
2,886
+137
2678
$540K ﹤0.01%
5,454
+4,764
2679
$537K ﹤0.01%
4,135
+2,592
2680
$537K ﹤0.01%
8,638
+980
2681
$536K ﹤0.01%
23,550
+9,057
2682
$536K ﹤0.01%
13,681
+7,363
2683
$535K ﹤0.01%
11,198
+76
2684
$534K ﹤0.01%
38,650
-505,344
2685
$534K ﹤0.01%
39,360
+2,121
2686
$534K ﹤0.01%
18,412
-4,358
2687
$531K ﹤0.01%
9,653
+310
2688
$529K ﹤0.01%
17,920
2689
$526K ﹤0.01%
244,555
+6,551
2690
$521K ﹤0.01%
154,252
-154,162
2691
$517K ﹤0.01%
18,357
+13,819
2692
$517K ﹤0.01%
23,605
-11,369
2693
$514K ﹤0.01%
16,755
+2,652
2694
$513K ﹤0.01%
15,740
+7,293
2695
$512K ﹤0.01%
13,725
+243
2696
$511K ﹤0.01%
5,867
+1,046
2697
$508K ﹤0.01%
46,597
+12,825
2698
$506K ﹤0.01%
14,272
-196
2699
$504K ﹤0.01%
15,537
+1,895
2700
$504K ﹤0.01%
42,359
+8,117