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
$390B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,189
New
Increased
Reduced
Closed

Top Buys

1 +$797M
2 +$741M
3 +$679M
4
BA icon
Boeing
BA
+$440M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$359M

Top Sells

1 +$691M
2 +$522M
3 +$519M
4
AMZN icon
Amazon
AMZN
+$469M
5
IBM icon
IBM
IBM
+$330M

Sector Composition

1 Technology 24.72%
2 Financials 11.26%
3 Healthcare 8.31%
4 Industrials 8.22%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2726
$2.48M ﹤0.01%
36,407
+12,567
2727
$2.47M ﹤0.01%
76,326
+2,328
2728
$2.47M ﹤0.01%
75,949
+3,944
2729
$2.47M ﹤0.01%
50,566
+1,102
2730
$2.46M ﹤0.01%
126,563
+7,952
2731
$2.46M ﹤0.01%
106,532
+14,215
2732
$2.46M ﹤0.01%
29,735
+663
2733
$2.45M ﹤0.01%
96,433
-9,503
2734
$2.45M ﹤0.01%
48,896
+2,219
2735
$2.45M ﹤0.01%
99,988
+6,774
2736
$2.45M ﹤0.01%
38,566
+766
2737
$2.45M ﹤0.01%
80,893
-168,565
2738
$2.44M ﹤0.01%
58,539
+47,292
2739
$2.44M ﹤0.01%
283,822
+15,529
2740
$2.43M ﹤0.01%
48,106
+3,956
2741
$2.43M ﹤0.01%
215,471
+13,957
2742
$2.42M ﹤0.01%
322,510
+74,507
2743
$2.41M ﹤0.01%
60,917
+1,550
2744
$2.41M ﹤0.01%
312,066
+15,566
2745
$2.4M ﹤0.01%
82,923
+10,639
2746
$2.4M ﹤0.01%
89,427
+73,503
2747
$2.39M ﹤0.01%
119,073
-8,683
2748
$2.39M ﹤0.01%
233,472
+9,677
2749
$2.39M ﹤0.01%
56,184
-880
2750
$2.38M ﹤0.01%
70,739
-181