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
$178B
AUM Growth
+$7.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$416M
2 +$322M
3 +$265M
4
META icon
Meta Platforms (Facebook)
META
+$221M
5
AMT icon
American Tower
AMT
+$217M

Top Sells

1 +$483M
2 +$438M
3 +$320M
4
NVO icon
Novo Nordisk
NVO
+$273M
5
EA icon
Electronic Arts
EA
+$268M

Sector Composition

1 Technology 15.65%
2 Healthcare 13.59%
3 Financials 13.2%
4 Consumer Discretionary 9.2%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2826
$765K ﹤0.01%
11,095
+1,427
2827
$763K ﹤0.01%
43,221
+25,579
2828
$760K ﹤0.01%
23,440
-7,670
2829
$759K ﹤0.01%
60,480
+1,838
2830
$759K ﹤0.01%
41,247
-15,970
2831
$758K ﹤0.01%
41,106
-2,952
2832
$755K ﹤0.01%
54,500
-4,525
2833
$751K ﹤0.01%
80,100
-2,000
2834
$751K ﹤0.01%
41,415
-22,200
2835
$749K ﹤0.01%
+67,071
2836
$748K ﹤0.01%
55,564
-147,913
2837
$747K ﹤0.01%
28,084
+2,650
2838
$742K ﹤0.01%
24,929
-809
2839
$741K ﹤0.01%
296,345
+9,405
2840
$740K ﹤0.01%
13,920
+933
2841
$738K ﹤0.01%
25,001
-2,984
2842
$736K ﹤0.01%
54,592
+3,653
2843
$735K ﹤0.01%
30,606
+6,804
2844
$732K ﹤0.01%
+89,369
2845
$731K ﹤0.01%
10,989
+1,432
2846
$727K ﹤0.01%
32,135
-5,362
2847
$726K ﹤0.01%
31,359
+5,935
2848
$725K ﹤0.01%
31,461
+8,885
2849
$725K ﹤0.01%
26,371
-8,594
2850
$724K ﹤0.01%
37,318
-920