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
$200B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,902
New
Increased
Reduced
Closed

Top Buys

1 +$756M
2 +$416M
3 +$270M
4
LRCX icon
Lam Research
LRCX
+$249M
5
LOW icon
Lowe's Companies
LOW
+$231M

Top Sells

1 +$475M
2 +$355M
3 +$307M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$301M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$280M

Sector Composition

1 Technology 17.07%
2 Financials 12.97%
3 Healthcare 12.18%
4 Consumer Discretionary 8.39%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2726
$1.43M ﹤0.01%
99,600
-365
2727
$1.43M ﹤0.01%
65,148
-1,265
2728
$1.42M ﹤0.01%
594,641
-29,665
2729
$1.41M ﹤0.01%
28,213
-3,388
2730
$1.41M ﹤0.01%
202,355
-101,863
2731
$1.41M ﹤0.01%
95,390
+9,899
2732
$1.41M ﹤0.01%
62,952
-55,791
2733
$1.4M ﹤0.01%
56,144
-2,017
2734
$1.4M ﹤0.01%
232,566
-113,008
2735
$1.4M ﹤0.01%
171,640
-33,220
2736
$1.4M ﹤0.01%
82,575
-1,078,828
2737
$1.4M ﹤0.01%
32,715
-3,029
2738
$1.38M ﹤0.01%
31,514
-65,438
2739
$1.38M ﹤0.01%
59,496
-6,255
2740
$1.38M ﹤0.01%
204,999
-46,652
2741
$1.37M ﹤0.01%
85,010
-3,342
2742
$1.37M ﹤0.01%
160,424
+130,122
2743
$1.37M ﹤0.01%
47,936
+39,876
2744
$1.36M ﹤0.01%
102,971
-30,406
2745
$1.36M ﹤0.01%
75,860
+1,510
2746
$1.36M ﹤0.01%
127,980
-49,654
2747
$1.36M ﹤0.01%
77,732
+26,527
2748
$1.36M ﹤0.01%
23,097
+3,342
2749
$1.35M ﹤0.01%
49,424
+433
2750
$1.35M ﹤0.01%
63,393
+1,941