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
$363B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,024
New
Increased
Reduced
Closed

Top Buys

1 +$847M
2 +$674M
3 +$603M
4
AMAT icon
Applied Materials
AMAT
+$420M
5
EBAY icon
eBay
EBAY
+$406M

Top Sells

1 +$739M
2 +$448M
3 +$433M
4
MRVL icon
Marvell Technology
MRVL
+$384M
5
QCOM icon
Qualcomm
QCOM
+$357M

Sector Composition

1 Technology 23.2%
2 Financials 10.85%
3 Healthcare 9.88%
4 Industrials 8.86%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2676
$2.58M ﹤0.01%
74,491
-10,942
2677
$2.57M ﹤0.01%
191,907
+3,058
2678
$2.57M ﹤0.01%
42,694
+5,517
2679
$2.56M ﹤0.01%
47,252
-4,037
2680
$2.56M ﹤0.01%
34,318
+7,788
2681
$2.56M ﹤0.01%
85,756
2682
$2.56M ﹤0.01%
132,656
-833,023
2683
$2.56M ﹤0.01%
210,449
+24,801
2684
$2.55M ﹤0.01%
114,567
+816
2685
$2.54M ﹤0.01%
213,114
-11,468
2686
$2.54M ﹤0.01%
109,210
+9,071
2687
$2.54M ﹤0.01%
227,127
-25,766
2688
$2.54M ﹤0.01%
236,135
-13,355
2689
$2.52M ﹤0.01%
270,152
+1,463
2690
$2.52M ﹤0.01%
50,076
+11,030
2691
$2.51M ﹤0.01%
154,413
+17,102
2692
$2.51M ﹤0.01%
241,077
-21,554
2693
$2.5M ﹤0.01%
100,278
-58,737
2694
$2.49M ﹤0.01%
98,863
-47,163
2695
$2.49M ﹤0.01%
117,453
+68,147
2696
$2.49M ﹤0.01%
79,181
-2,558
2697
$2.48M ﹤0.01%
74,922
-2,013
2698
$2.48M ﹤0.01%
266,816
-7,446
2699
$2.47M ﹤0.01%
137,404
+579
2700
$2.46M ﹤0.01%
96,150
-76,255