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
$165B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,334
New
Increased
Reduced
Closed

Top Buys

1 +$347M
2 +$326M
3 +$316M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$241M
5
CB icon
Chubb
CB
+$235M

Top Sells

1 +$435M
2 +$331M
3 +$268M
4
ETN icon
Eaton
ETN
+$257M
5
GEN icon
Gen Digital
GEN
+$236M

Sector Composition

1 Financials 14.61%
2 Technology 13.92%
3 Healthcare 12.26%
4 Industrials 10.8%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2801
$338K ﹤0.01%
5,615
-9,557
2802
$338K ﹤0.01%
11,651
+3
2803
$337K ﹤0.01%
55,270
+473
2804
$337K ﹤0.01%
25,595
+7,108
2805
$336K ﹤0.01%
11,445
-32,613
2806
$336K ﹤0.01%
9,660
-64
2807
$330K ﹤0.01%
49,328
+835
2808
$329K ﹤0.01%
15,864
+15,513
2809
$327K ﹤0.01%
27,836
-6,318
2810
$326K ﹤0.01%
4,543
+306
2811
$325K ﹤0.01%
+17,695
2812
$324K ﹤0.01%
8,232
+777
2813
$324K ﹤0.01%
12,043
+11,393
2814
$322K ﹤0.01%
9,393
+331
2815
$321K ﹤0.01%
+12,959
2816
$320K ﹤0.01%
9,469
+631
2817
$320K ﹤0.01%
16,070
-6,974
2818
$316K ﹤0.01%
56,191
-193,978
2819
$312K ﹤0.01%
7,376
-2,750
2820
$311K ﹤0.01%
8,595
-2,897
2821
$310K ﹤0.01%
10,576
+268
2822
$310K ﹤0.01%
4,094
+158
2823
$309K ﹤0.01%
2,692
+298
2824
$307K ﹤0.01%
12,330
-2,282
2825
$307K ﹤0.01%
17,316
+4,257