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
$334B
AUM Growth
+$29.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,048
New
Increased
Reduced
Closed

Top Buys

1 +$981M
2 +$618M
3 +$379M
4
BK icon
Bank of New York Mellon
BK
+$363M
5
CRH icon
CRH
CRH
+$294M

Top Sells

1 +$1.17B
2 +$446M
3 +$439M
4
MDT icon
Medtronic
MDT
+$410M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$391M

Sector Composition

1 Technology 23.31%
2 Financials 10.89%
3 Healthcare 10.04%
4 Industrials 8.77%
5 Consumer Discretionary 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2776
$2.1M ﹤0.01%
92,410
-71,297
2777
$2.1M ﹤0.01%
115,131
-610,451
2778
$2.1M ﹤0.01%
+28,358
2779
$2.1M ﹤0.01%
83,036
-3,247
2780
$2.08M ﹤0.01%
96,621
2781
$2.08M ﹤0.01%
105,298
-147,938
2782
$2.08M ﹤0.01%
+58,208
2783
$2.08M ﹤0.01%
162,670
+10,485
2784
$2.07M ﹤0.01%
240,914
+20,914
2785
$2.07M ﹤0.01%
22,788
+943
2786
$2.07M ﹤0.01%
104,932
-12,679
2787
$2.07M ﹤0.01%
180,309
-42,636
2788
$2.06M ﹤0.01%
21,991
-139
2789
$2.06M ﹤0.01%
24,965
-37,623
2790
$2.05M ﹤0.01%
137,311
+27,454
2791
$2.04M ﹤0.01%
134,403
-28,366
2792
$2.04M ﹤0.01%
91,360
+3,596
2793
$2.04M ﹤0.01%
51,604
+9,572
2794
$2.03M ﹤0.01%
462,277
-31,987
2795
$2.03M ﹤0.01%
26,214
+14,752
2796
$2.03M ﹤0.01%
91,436
+17,613
2797
$2.03M ﹤0.01%
47,468
-219,053
2798
$2.03M ﹤0.01%
73,498
-562,280
2799
$2.02M ﹤0.01%
87,542
+13,569
2800
$2.02M ﹤0.01%
130,626
+10,238