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
$223B
AUM Growth
-$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,851
New
Increased
Reduced
Closed

Top Buys

1 +$474M
2 +$379M
3 +$377M
4
PYPL icon
PayPal
PYPL
+$330M
5
NXPI icon
NXP Semiconductors
NXPI
+$282M

Top Sells

1 +$473M
2 +$375M
3 +$362M
4
FDC
First Data Corporation
FDC
+$280M
5
AGN
Allergan plc
AGN
+$230M

Sector Composition

1 Technology 18.98%
2 Financials 13.01%
3 Healthcare 10.66%
4 Industrials 8.28%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2851
$1.28M ﹤0.01%
101,761
+23,804
2852
$1.28M ﹤0.01%
14,189
-12,475
2853
$1.28M ﹤0.01%
51,133
-11,503
2854
$1.27M ﹤0.01%
34,681
+1,113
2855
$1.27M ﹤0.01%
35,925
+13,115
2856
$1.27M ﹤0.01%
89,007
+43,741
2857
$1.25M ﹤0.01%
65,800
2858
$1.24M ﹤0.01%
15,173
-29,181
2859
$1.24M ﹤0.01%
+43,651
2860
$1.24M ﹤0.01%
48,862
-609
2861
$1.24M ﹤0.01%
43,308
-39,402
2862
$1.24M ﹤0.01%
101,218
-971
2863
$1.24M ﹤0.01%
33,912
+16,785
2864
$1.24M ﹤0.01%
24,962
+14,716
2865
$1.23M ﹤0.01%
61,901
-6,335
2866
$1.23M ﹤0.01%
62,458
-58,330
2867
$1.23M ﹤0.01%
60,258
-3,444
2868
$1.23M ﹤0.01%
81,938
+6,964
2869
$1.22M ﹤0.01%
81,286
2870
$1.22M ﹤0.01%
13,478
+9,954
2871
$1.22M ﹤0.01%
3,544
+995
2872
$1.22M ﹤0.01%
27,221
+11,141
2873
$1.22M ﹤0.01%
54,876
+26,900
2874
$1.22M ﹤0.01%
38,097
-7,006
2875
$1.21M ﹤0.01%
17,629
-502