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
$168B
AUM Growth
-$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,109
New
Increased
Reduced
Closed

Top Buys

1 +$383M
2 +$355M
3 +$274M
4
PSA icon
Public Storage
PSA
+$263M
5
CRM icon
Salesforce
CRM
+$220M

Top Sells

1 +$595M
2 +$405M
3 +$358M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$352M
5
META icon
Meta Platforms (Facebook)
META
+$293M

Sector Composition

1 Technology 15.22%
2 Healthcare 14.31%
3 Financials 12.81%
4 Consumer Discretionary 9.39%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2776
$777K ﹤0.01%
8,684
+2,698
2777
$773K ﹤0.01%
19,046
+2,771
2778
$773K ﹤0.01%
49,093
+8,734
2779
$773K ﹤0.01%
27,434
-10,325
2780
$771K ﹤0.01%
29,643
-719
2781
$770K ﹤0.01%
27,390
+428
2782
$769K ﹤0.01%
105,738
+24,407
2783
$765K ﹤0.01%
19,688
+2,558
2784
$764K ﹤0.01%
32,818
+4,740
2785
$764K ﹤0.01%
+55,061
2786
$762K ﹤0.01%
16,001
+7,246
2787
$758K ﹤0.01%
53,695
-22,481
2788
$757K ﹤0.01%
27,609
-4,100
2789
$756K ﹤0.01%
13,392
+1,642
2790
$756K ﹤0.01%
56,436
-126,435
2791
$755K ﹤0.01%
+10,082
2792
$755K ﹤0.01%
52,443
-19,287
2793
$754K ﹤0.01%
28,621
-24,464
2794
$753K ﹤0.01%
121,876
-257,747
2795
$750K ﹤0.01%
94,819
+9,211
2796
$747K ﹤0.01%
44,868
-2,922
2797
$743K ﹤0.01%
38,572
-7,686
2798
$742K ﹤0.01%
13,668
+6,575
2799
$741K ﹤0.01%
56,700
+800
2800
$741K ﹤0.01%
34,199
-13,496