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
$168B
AUM Growth
-$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,109
New
Increased
Reduced
Closed

Top Buys

1 +$383M
2 +$355M
3 +$274M
4
PSA icon
Public Storage
PSA
+$263M
5
CRM icon
Salesforce
CRM
+$220M

Top Sells

1 +$595M
2 +$405M
3 +$358M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$352M
5
META icon
Meta Platforms (Facebook)
META
+$293M

Sector Composition

1 Technology 15.22%
2 Healthcare 14.31%
3 Financials 12.81%
4 Consumer Discretionary 9.39%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2851
$651K ﹤0.01%
36,343
-8,918
2852
$640K ﹤0.01%
37,406
-1,581
2853
$640K ﹤0.01%
18,089
+9,640
2854
$638K ﹤0.01%
28,735
+6,847
2855
$638K ﹤0.01%
27,976
+1,623
2856
$637K ﹤0.01%
+24,736
2857
$636K ﹤0.01%
27,190
+4,399
2858
$636K ﹤0.01%
47,945
-288
2859
$634K ﹤0.01%
32,035
+2,617
2860
$632K ﹤0.01%
12,402
+4,520
2861
$632K ﹤0.01%
16,481
+9,748
2862
$629K ﹤0.01%
24,672
-6,328
2863
$629K ﹤0.01%
25,206
+2,959
2864
$626K ﹤0.01%
45,422
+14,609
2865
$619K ﹤0.01%
42,049
+8
2866
$617K ﹤0.01%
33,376
+5,856
2867
$616K ﹤0.01%
15,630
-6,422
2868
$614K ﹤0.01%
18,486
-22,904
2869
$613K ﹤0.01%
12,463
-4,709
2870
$613K ﹤0.01%
22,650
-1,356
2871
$613K ﹤0.01%
33,023
-216,835
2872
$612K ﹤0.01%
27,807
+11,871
2873
$612K ﹤0.01%
12,430
-31,327
2874
$605K ﹤0.01%
5,165
-34,449
2875
$603K ﹤0.01%
18,126
+5,509