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
$370B
AUM Growth
+$6.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,999
New
Increased
Reduced
Closed

Top Buys

1 +$684M
2 +$367M
3 +$337M
4
TMO icon
Thermo Fisher Scientific
TMO
+$335M
5
ANET icon
Arista Networks
ANET
+$310M

Top Sells

1 +$986M
2 +$658M
3 +$570M
4
UPS icon
United Parcel Service
UPS
+$522M
5
ETN icon
Eaton
ETN
+$456M

Sector Composition

1 Technology 25.23%
2 Financials 10.48%
3 Healthcare 9.58%
4 Industrials 8.24%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$2.49M ﹤0.01%
219,902
-131,734
2702
$2.48M ﹤0.01%
34,798
-3,760
2703
$2.47M ﹤0.01%
95,778
-91,236
2704
$2.47M ﹤0.01%
98,781
+22,620
2705
$2.46M ﹤0.01%
133,425
-9,950
2706
$2.46M ﹤0.01%
85,013
-3,618
2707
$2.46M ﹤0.01%
64,919
-64,746
2708
$2.46M ﹤0.01%
49,091
+4,940
2709
$2.44M ﹤0.01%
125,957
-9,092
2710
$2.44M ﹤0.01%
199,130
-4,364
2711
$2.43M ﹤0.01%
356,203
-10,561
2712
$2.43M ﹤0.01%
48,422
+3,394
2713
$2.42M ﹤0.01%
214,733
-10,758
2714
$2.42M ﹤0.01%
+125,673
2715
$2.41M ﹤0.01%
78,852
+5,201
2716
$2.4M ﹤0.01%
147,717
+51,184
2717
$2.4M ﹤0.01%
53,535
-14,409
2718
$2.39M ﹤0.01%
83,090
-6,416
2719
$2.39M ﹤0.01%
83,875
-69,715
2720
$2.39M ﹤0.01%
108,551
+3,387
2721
$2.39M ﹤0.01%
+539,950
2722
$2.38M ﹤0.01%
40,465
-2,229
2723
$2.37M ﹤0.01%
108,245
+58,237
2724
$2.37M ﹤0.01%
227,909
+59,794
2725
$2.37M ﹤0.01%
214,469
-63,678