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
$152B
AUM Growth
+$8.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,254
New
Increased
Reduced
Closed

Top Buys

1 +$280M
2 +$271M
3 +$269M
4
AAPL icon
Apple
AAPL
+$267M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$260M

Top Sells

1 +$642M
2 +$330M
3 +$290M
4
KMI icon
Kinder Morgan
KMI
+$279M
5
NWSA
NEWS CORPORATION CL-A
NWSA
+$235M

Sector Composition

1 Financials 14.61%
2 Technology 13.75%
3 Healthcare 11.9%
4 Industrials 11.03%
5 Consumer Discretionary 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
$395K ﹤0.01%
6,577
-62,090
2752
$394K ﹤0.01%
41,015
+39,480
2753
$393K ﹤0.01%
21,320
-55,890
2754
$393K ﹤0.01%
4,852
+126
2755
$392K ﹤0.01%
12,828
+7,560
2756
$386K ﹤0.01%
+13,000
2757
$382K ﹤0.01%
+38,200
2758
$380K ﹤0.01%
7,746
-805
2759
$379K ﹤0.01%
14,992
+2,354
2760
$378K ﹤0.01%
20,228
2761
$377K ﹤0.01%
56,978
+3,057
2762
$377K ﹤0.01%
+19,114
2763
$376K ﹤0.01%
39,195
-50,494
2764
$376K ﹤0.01%
3,447
+1,451
2765
$374K ﹤0.01%
13,092
+5,912
2766
$373K ﹤0.01%
7,268
+1,054
2767
$372K ﹤0.01%
12,841
+12,430
2768
$369K ﹤0.01%
89,791
+89,090
2769
$368K ﹤0.01%
15,691
+6,043
2770
$366K ﹤0.01%
12,767
+1,692
2771
$363K ﹤0.01%
7,650
+807
2772
$363K ﹤0.01%
1,600
+1,398
2773
$362K ﹤0.01%
30,912
+10,848
2774
$362K ﹤0.01%
10,643
-1
2775
$360K ﹤0.01%
23,992
+382