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
$226B
AUM Growth
+$4.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,790
New
Increased
Reduced
Closed

Top Buys

1 +$459M
2 +$458M
3 +$399M
4
DAL icon
Delta Air Lines
DAL
+$342M
5
DD icon
DuPont de Nemours
DD
+$335M

Top Sells

1 +$826M
2 +$350M
3 +$310M
4
MNST icon
Monster Beverage
MNST
+$296M
5
EA icon
Electronic Arts
EA
+$274M

Sector Composition

1 Technology 17.25%
2 Financials 13.52%
3 Healthcare 11.13%
4 Consumer Discretionary 9.37%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$188M 0.08%
5,249,069
+313,143
252
$184M 0.08%
1,068,661
-247,918
253
$184M 0.08%
3,617,014
-4,758,940
254
$184M 0.08%
4,547,621
+47,360
255
$182M 0.08%
177,171
+108,304
256
$182M 0.08%
531,444
+30,734
257
$180M 0.08%
8,333,320
-399,266
258
$179M 0.08%
1,678,917
+107,634
259
$178M 0.08%
3,274,137
+908,399
260
$174M 0.08%
4,432,880
+134,490
261
$173M 0.08%
1,147,245
-69,436
262
$172M 0.08%
1,984,079
+34,044
263
$171M 0.08%
1,682,682
-114,021
264
$171M 0.08%
2,039,342
-469,056
265
$170M 0.08%
2,631,298
-80,515
266
$170M 0.08%
954,054
+153,177
267
$169M 0.08%
1,343,321
+444,772
268
$169M 0.07%
2,130,543
-129,987
269
$166M 0.07%
3,858,355
+105,745
270
$166M 0.07%
2,576,100
-3,793,854
271
$165M 0.07%
3,589,774
+261,422
272
$165M 0.07%
2,860,210
+401,650
273
$164M 0.07%
4,578,313
-134,994
274
$163M 0.07%
1,223,487
+782,811
275
$163M 0.07%
4,748,574
-1,112,832