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
$390B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,189
New
Increased
Reduced
Closed

Top Buys

1 +$797M
2 +$741M
3 +$679M
4
BA icon
Boeing
BA
+$440M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$359M

Top Sells

1 +$691M
2 +$522M
3 +$519M
4
AMZN icon
Amazon
AMZN
+$469M
5
IBM icon
IBM
IBM
+$330M

Sector Composition

1 Technology 24.72%
2 Financials 11.26%
3 Healthcare 8.31%
4 Industrials 8.22%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2676
$2.7M ﹤0.01%
196,385
+23,156
2677
$2.7M ﹤0.01%
56,726
-13,441
2678
$2.7M ﹤0.01%
72,324
+2,588
2679
$2.7M ﹤0.01%
108,288
+11,252
2680
$2.69M ﹤0.01%
40,649
-264
2681
$2.69M ﹤0.01%
106,716
+6,791
2682
$2.68M ﹤0.01%
291,391
+63,123
2683
$2.68M ﹤0.01%
24,801
-3,274
2684
$2.67M ﹤0.01%
8,668
-28,992
2685
$2.67M ﹤0.01%
248,135
+36,960
2686
$2.67M ﹤0.01%
138,205
-402,212
2687
$2.66M ﹤0.01%
212,405
-58,172
2688
$2.66M ﹤0.01%
416,214
+94,236
2689
$2.66M ﹤0.01%
357,453
-54,308
2690
$2.66M ﹤0.01%
254,270
-88,188
2691
$2.66M ﹤0.01%
33,982
-40,399
2692
$2.65M ﹤0.01%
37,703
-1,753
2693
$2.64M ﹤0.01%
+34,407
2694
$2.64M ﹤0.01%
314,136
-63,005
2695
$2.64M ﹤0.01%
299,320
+184,317
2696
$2.64M ﹤0.01%
365,031
-20,551
2697
$2.64M ﹤0.01%
47,685
+8,336
2698
$2.63M ﹤0.01%
124,656
+15,252
2699
$2.62M ﹤0.01%
449,698
-13,426
2700
$2.62M ﹤0.01%
92,111
-6,586