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
$183B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,153
New
Increased
Reduced
Closed

Top Buys

1 +$444M
2 +$432M
3 +$342M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$289M
5
COST icon
Costco
COST
+$284M

Top Sells

1 +$298M
2 +$275M
3 +$272M
4
MDT icon
Medtronic
MDT
+$237M
5
PSA icon
Public Storage
PSA
+$228M

Sector Composition

1 Technology 15.19%
2 Financials 14.8%
3 Healthcare 11.77%
4 Industrials 8.7%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$1.25M ﹤0.01%
64,019
-612,668
2702
$1.24M ﹤0.01%
105,523
-5,310
2703
$1.24M ﹤0.01%
66,434
-35,247
2704
$1.24M ﹤0.01%
34,245
-53,578
2705
$1.24M ﹤0.01%
82,928
+9,610
2706
$1.23M ﹤0.01%
185,713
-31,830
2707
$1.23M ﹤0.01%
172,792
-100,954
2708
$1.23M ﹤0.01%
+84,935
2709
$1.23M ﹤0.01%
35,784
+16,164
2710
$1.22M ﹤0.01%
77,630
-500
2711
$1.22M ﹤0.01%
226,592
+5,143
2712
$1.22M ﹤0.01%
11,910
+206
2713
$1.22M ﹤0.01%
132,465
+47,639
2714
$1.21M ﹤0.01%
22,968
-6,044
2715
$1.21M ﹤0.01%
+83,002
2716
$1.21M ﹤0.01%
19,618
+1,879
2717
$1.21M ﹤0.01%
79,874
+1,050
2718
$1.2M ﹤0.01%
276,300
+49,140
2719
$1.2M ﹤0.01%
62,855
-37,362
2720
$1.2M ﹤0.01%
31,466
-24,273
2721
$1.19M ﹤0.01%
33,391
-2,499
2722
$1.19M ﹤0.01%
18,018
-94,717
2723
$1.19M ﹤0.01%
102,543
-7,813
2724
$1.18M ﹤0.01%
121,410
+3,622
2725
$1.18M ﹤0.01%
41,333
-154,011