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
$292B
AUM Growth
+$21.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$514M
2 +$491M
3 +$427M
4
PG icon
Procter & Gamble
PG
+$419M
5
PH icon
Parker-Hannifin
PH
+$276M

Top Sells

1 +$345M
2 +$341M
3 +$332M
4
TGT icon
Target
TGT
+$329M
5
CRM icon
Salesforce
CRM
+$313M

Sector Composition

1 Technology 19.58%
2 Healthcare 12.51%
3 Financials 11.68%
4 Industrials 8.8%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2726
$2.08M ﹤0.01%
349,877
-2,519
2727
$2.08M ﹤0.01%
70,657
-2,605
2728
$2.06M ﹤0.01%
32,081
+16,506
2729
$2.06M ﹤0.01%
50,610
-2,007
2730
$2.06M ﹤0.01%
+84,047
2731
$2.05M ﹤0.01%
202,336
+35,952
2732
$2.05M ﹤0.01%
16,894
-1,339
2733
$2.03M ﹤0.01%
212,768
+4,042
2734
$2.03M ﹤0.01%
87,724
-10,083
2735
$2.03M ﹤0.01%
30,788
+679
2736
$2.03M ﹤0.01%
219,195
+155,441
2737
$2.02M ﹤0.01%
226,128
-166,568
2738
$2.02M ﹤0.01%
638,678
-1,966
2739
$2.02M ﹤0.01%
59,530
+6,595
2740
$2.01M ﹤0.01%
+123,206
2741
$2.01M ﹤0.01%
204,630
-76,889
2742
$2.01M ﹤0.01%
55,135
-8,833
2743
$2M ﹤0.01%
299,286
+13,450
2744
$1.99M ﹤0.01%
183,946
-261,041
2745
$1.99M ﹤0.01%
156,375
+22,346
2746
$1.98M ﹤0.01%
48,056
-47,182
2747
$1.98M ﹤0.01%
81,361
-5,172
2748
$1.98M ﹤0.01%
51,944
+34,476
2749
$1.98M ﹤0.01%
21,013
-558
2750
$1.98M ﹤0.01%
66,035
-1,830