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
$193B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,236
New
Increased
Reduced
Closed

Top Buys

1 +$599M
2 +$329M
3 +$295M
4
COST icon
Costco
COST
+$294M
5
DPZ icon
Domino's
DPZ
+$269M

Top Sells

1 +$641M
2 +$627M
3 +$466M
4
HD icon
Home Depot
HD
+$382M
5
SHW icon
Sherwin-Williams
SHW
+$327M

Sector Composition

1 Technology 15.68%
2 Financials 13.95%
3 Healthcare 11.81%
4 Consumer Discretionary 8.93%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2776
$1.12M ﹤0.01%
101,798
-37,458
2777
$1.12M ﹤0.01%
65,295
+26,712
2778
$1.12M ﹤0.01%
20,131
+11,384
2779
$1.12M ﹤0.01%
132,128
-8,390
2780
$1.12M ﹤0.01%
+287
2781
$1.12M ﹤0.01%
63,608
-181
2782
$1.11M ﹤0.01%
169,941
+904
2783
$1.11M ﹤0.01%
29,329
-341
2784
$1.11M ﹤0.01%
66,400
-11,230
2785
$1.1M ﹤0.01%
85,587
+46,585
2786
$1.1M ﹤0.01%
115,434
-2,988
2787
$1.1M ﹤0.01%
32,763
-11,390
2788
$1.1M ﹤0.01%
201,606
+54,205
2789
$1.09M ﹤0.01%
24,721
+5,124
2790
$1.09M ﹤0.01%
139,975
-40,721
2791
$1.08M ﹤0.01%
10,700
+2,751
2792
$1.08M ﹤0.01%
24,500
+4,172
2793
$1.08M ﹤0.01%
6,309
+225
2794
$1.08M ﹤0.01%
+75,214
2795
$1.08M ﹤0.01%
64,376
-5,080
2796
$1.08M ﹤0.01%
+185,805
2797
$1.08M ﹤0.01%
13,163
+2,862
2798
$1.07M ﹤0.01%
165,679
-7,610
2799
$1.07M ﹤0.01%
27,230
2800
$1.07M ﹤0.01%
42,718
-27,651