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
$363B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,024
New
Increased
Reduced
Closed

Top Buys

1 +$847M
2 +$674M
3 +$603M
4
AMAT icon
Applied Materials
AMAT
+$420M
5
EBAY icon
eBay
EBAY
+$406M

Top Sells

1 +$739M
2 +$448M
3 +$433M
4
MRVL icon
Marvell Technology
MRVL
+$384M
5
QCOM icon
Qualcomm
QCOM
+$357M

Sector Composition

1 Technology 23.2%
2 Financials 10.85%
3 Healthcare 9.88%
4 Industrials 8.86%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2776
$2.1M ﹤0.01%
113,001
+83,679
2777
$2.1M ﹤0.01%
157,292
+72,194
2778
$2.1M ﹤0.01%
+76,724
2779
$2.09M ﹤0.01%
284,390
+32,741
2780
$2.09M ﹤0.01%
269,305
-10,190
2781
$2.08M ﹤0.01%
84,609
+8,289
2782
$2.08M ﹤0.01%
300,733
+38,316
2783
$2.08M ﹤0.01%
287,956
+13,004
2784
$2.07M ﹤0.01%
237,018
-43,826
2785
$2.07M ﹤0.01%
17,019
-118
2786
$2.07M ﹤0.01%
41,527
-5,941
2787
$2.06M ﹤0.01%
344,037
-31,733
2788
$2.06M ﹤0.01%
53,472
+2,068
2789
$2.06M ﹤0.01%
206,889
-77,131
2790
$2.05M ﹤0.01%
150,220
+23,245
2791
$2.05M ﹤0.01%
42,176
-14,367
2792
$2.04M ﹤0.01%
96,621
2793
$2.04M ﹤0.01%
51,604
2794
$2.04M ﹤0.01%
91,912
-26,898
2795
$2.04M ﹤0.01%
69,872
-3,054
2796
$2.04M ﹤0.01%
23,579
-3,485
2797
$2.04M ﹤0.01%
46,951
+8,581
2798
$2.04M ﹤0.01%
96,678
-5,991
2799
$2.04M ﹤0.01%
94,685
+5,939
2800
$2.03M ﹤0.01%
36,152
+241